Mortgage & Protection Adviser

Bond Recruitment Ltd

Posted 9 hours ago, valid for a month

Macclesfield, Cheshire SK102XG, England

Full Time

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Sonic Summary

Our client, a well-established financial services firm, is seeking a Mortgage & Protection adviser to join their team in Macclesfield, Cheshire.
The role involves providing comprehensive mortgage and protection advice, ensuring successful conversion into profitable business.
Candidates must have qualifications in CeMAP 1, 2, and 3 or equivalent, along with a pleasant demeanor and strong organizational skills.
The position offers a salary of £30,000 to £40,000, depending on experience, and requires at least two years of relevant experience in the financial services sector.
Ideal candidates should be numerate, IT literate, and possess a drive to achieve targets while maintaining attention to detail.

Our client is a busy and well-established financial services firm offering mortgage and protection advice. They are currently looking to recruit a Mortgage & Protection adviser to work from their modern offices in Macclesfield Cheshire. Position Overview Provide comprehensive mortgage and protection advice to clients and ensure that this is converted into profitable business for the company.Essential Job Functions

Establish client's mortgage or remortgage needs for residential and buy to let properties
Review client's financial position, recommend the most appropriate lender and product and make the application
Establish clients' protection needs, recommend policies and process the application through to "on risk" status
Solve problems that might occur with lenders or protection providers to ensure that the service is delivered
Ensure that client files are presented on the system in a compliant manner.

Requirements

Qualifications in CeMAP 1, 2 and 3 or equivalent
Pleasant and confident manner when dealing with clients, colleagues, lenders and providers
Team worker - recognises that business success comes from everyone working together with a willing attitude
Well organized - conscious of process - methodical
Drive to achieve targets
Attention to detail - checks facts and figures and spots mistakes. Takes ownership to get anomalies resolved
Numerate to handle financial calculations
IT literate - able to use a variety of systems
Accurate with spelling and numbers
Tenacious - tries to solve problems to achieve the objective
Attitude of continuous improvement - questioning how and why tasks are done to find better ways for clients and colleagues.

Other Skills/Abilities

Friendly, approachable and enthusiastic telephone manner
Proficient in the use of Microsoft Word, Excel and Outlook
Willingness to learn new IT systems and make the best use of them by self- help or asking system providers
An interest in technology, to keep up with latest systems used by clients and suppliers.

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