Mortgage Support Adviser - City, Newcastle Upon Tyne, United Kingdom, NE1
Do you have impressive experience gained working in the Intermediary Mortgage Sector, ideally gained advising on Mortgages and Protection, plus lots of drive and enthusiasm? Then consider a move to Intrinsic as a Mortgage Support Adviser. This challenging role comes with a starting salary based on experience, 25 days holiday and some really great benefits.
Intrinsic is part of Quilter, a leading provider of advice, investments and wealth management, with a portfolio of £118.1 billion of investments and over 900,000 customers worldwide. Established in 2006, we've grown to become the UK's largest distributor of financial advice. In fact, over 3,000 advisers have chosen us as the place to develop and grow their businesses. Why, because we have the size, financial strength and people with the knowledge and expertise to help advisers achieve more. You won't just find diverse, talented and friendly teams here either. You'll also discover an inclusive culture and every opportunity for personal and professional development.
About the role
Your challenge will be to help us ensure the best customer outcomes and maximise income via the sales and promotion of our mortgage and protection proposition to advisers within the Intrinsic group of companies. Day-to-day, you'll provide vital assistance and advice that will enable advisers to accurately place mortgage and protection cases. One minute you might be answering an incoming call from an adviser, the next liaising with a provider to resolve an issue. We'll also rely on you to help maintain our databases of lender and provider criteria and carry out ad hoc research to help with specific queries. Reviewing and maintaining the criteria documentation stored on our Extranet will be important too, as will encouraging advisers to use it to solve basic queries. And, when it comes to liaising with Marketing about news items that need publishing to keep advisers up-to-date with lender key announcements, again, we'll count on you.
Our advisers focus is on giving their clients the right advice and solutions across all markets, from pension and investment advice to mortgage planning, protection and insurance. Accordingly, you'll need to be CeMAP qualified and have extensive knowledge of the lending and protection markets in terms of criteria and products and of Financial Services regulations and the Mortgage Market review. Exposure to IFA, Multi tie and Restricted environments would be useful, although provider (lender or protection) experience will be considered. (You must, however delete), Ideally you will have working knowledge of a mortgage sourcing system (preferably Trigold/Topaz). Self-motivated and keen to learn and progress, you're happy to work on your own initiative. What's more, you have a telephone manner that exudes credibility, professionalism and personal integrity, work well under pressure and love analysing and solving problems.
Benefits & working hours
No matter what job you do you should feel valued and appreciated. That's why, in order to attract, motivate and retain the best people, we offer a very competitive total reward package, which enables our employees to share in the success they help to create. It includes a core Quilter funded package of rewards and benefits, and optional flexible benefits that you can add.
- Competitive salary based on experience.
- 25 days holiday plus bank holidays with the ability to buy and sell up to an additional 3 days.
- Annual bonus scheme: most employees are eligible to participate in our bonus scheme, based on the company's performance and their contribution to it.
- Pension scheme: a non-contributory company pension scheme that can be boosted through personal contributions.
- Car allowance: depending on your role you may be offered a car allowance.
- Private medical insurance.
- Life assurance: four-times your salary.
We offer a number of additional benefits which you can purchase through our salary sacrifice scheme. These include additional health care schemes for both you and your spouse, gym discounts, income protection, critical illness cover, retail vouchers, cycle to work scheme - to give just a few examples.
Our office is open from 8am - 5pm. Everyone works a seven hour day (plus one hour for lunch)