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Purpose of the Role
We are looking for a skilled Home Finance Adviser to join our dynamic team. In this exciting role, you'll provide expert guidance on Home Purchase Plans (HPP) and Buy to Let (BTL) finance, ensuring our customers receive the best financial solutions tailored to their needs. You'll also play a key role in promoting Islamic Bridge Finance, expanding our product offerings.
Key Accountabilities
• To oversee both Regulated (Home Purchase Plan) and Non-Regulated (Buy to Let) home finance applications to completion, adhering to SLAs.• Provide tailored product, term, and payment recommendations based on customer needs and circumstances.• Ensuring all finance applications adhere to policy and criteria.• Deliver high-quality, compliant customer service.• Conduct extensive due diligence on applications and assess risk.• Achieve individual targets and contribute to the overall performance of the business, minimising risk.• Continuously develop market and regulatory knowledge.• Deliver continuous management information (MI), monitoring lead sources and their results.• Generate leads and track potential customers to achieve new business goals.• Achieve and maintain competence through continued professional development requirements.• Comply with the principles of Conduct Risk, Treating Customers Fairly, and Consumer Duty regulations.
Essential Skills and Experience
• Previous experience in home Finance, mortgage lending, or related fields.• Experience in advising clients on home purchase plans (HPP) or similar financial products.• Excellent communication and interpersonal skills.• Proficient in computer use with the ability to navigate common IT systems.• Strong organisational and time management abilities with the capacity to prioritise tasks.• Understanding of the UK mortgage and Islamic finance market.• Knowledge of regulatory requirements and industry best practices related to home finance and mortgage lending.• Commitment to upholding ethical standards and promoting sharia-compliant financial solutions.• A collaborative team player with strong relationship building skills who is motivated, proactive and highly engaged.
