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- Support and develop less experienced colleagues.
- Supervisory support (all aspects of T & C requirements) of a number of mortgage advisors, as agreed with Sales Manager
- An excellent knowledge of Financial Services core products i.e. Mortgages, Life Assurance, Critical Illness, Income Protection and Buildings & Contents Insurance
- Knowledge of all house purchase/move related secondary services such as Conveyancing and Estate Agency operations generally.
- A good level of technical and e-commerce knowledge to promote the services of the group efficiently and effectively.
- A knowledge of all Financial Services compliance rules and regulations, specific to a mortgage & protection business
- An understanding of working within a Training and Competence framework, coupled with a complete understanding of the requirements of the Group T & C Scheme Skills
- Excellent communication skills
- A demonstrably good track record in a sales and customer facing environment.
- Strong organisation skills – ability to plan and self-organise.
- Strong negotiation and influencing skills.
- Ability to identify and maximise potential business opportunities.
- An aptitude to coach and motivate others (specifically business generation)
- Ability to identify and analyse client needs effectively in order to deliver good customer outcomes.
- Two years financial services experience, with ideally nine months as a Senior Mortgage Advisor
- Have demonstrated a consistent performance in respect of business production and quality.
- Awareness of latest products and market developments
- Relevant Professional qualifications to fulfil the role e.g. Certificate in Financial Planning, Certificate in Mortgage advice and practice (CeMAP) or industry recognised industry equivalent.
