Mortgage and Protection Adviser - Nottingham, Nottinghamshire, United Kingdom, NG1

British Pound . GBP -

We are currently recruiting for an experienced Mortgage and Protection Adviser looking for the next step in their career. This is a fantastic opportunity to join a growing organisation with plenty of scope for development and the opportunity to build a long term career.

We are currently looking for an individual to join the team to provide compliant whole of market advice for mortgages and protection, building strong customer relationships and delivering outstanding service. This is a field based role and we are looking for someone who is self-motivated and able to organise and prioritise their workload providing support and advice to wider teams whilst also working independently within their day to day role.

The key responsibilities of this role include -

  • Deliver targets for sales and service (as per agreed objectives)
  • Ensure that all procedures and systems of controls are carried out in order to meet the Society's security and control requirements and the relevant compliance requirements of the FCA Mortgage and GI regulations, Banking Code of Practice, ABI Code of Practice and Data Protection Act including the principal company's Compliance and Training & Competence Scheme.
  • Build and maintain successful internal relationships with wider consultancy team, admin support and lead generators
  • Manage diaries and work flexibly to ensure lead referrals are managed within SLA
  • Conduct appointments as required in branch or via the phone. For field based consultants this will include home visits
  • Working with Case Support to contribute to the successful completion of all submitted business in line with agreed Service Standards
  • Build and maintain successful external business relationships (mortgage providers and the Network)
  • Work with peers to share resource/best practice where appropriate for the overall benefit of the subsidiary business
  • Identify opportunities to improve working efficiencies
  • Provide MI as required in a timely manner to aid the effective running of the business
  • Qualify offers for Estate Agency in line with SLA's

We are looking for candidates who can demonstrate -

  • Fully competent Mortgage Adviser with previous whole of market experience
  • CeMap 1, 2, & 3 or FPC 1, 2 & 3 + Bridge or MAQ / CF 1-6 or equivalent
  • Proven track record of sales and customer service orientation
  • Understanding and delivery of requirements to maintain competency
  • Excellent interpersonal skills with strong negotiation skills
  • Organised and ability to work to deadlines/targets
  • Ability to multi-task and handle large caseloads
  • Proven ability to work within SLA
  • Knowledge of MCOB and ICOB, Conduct and Operational risk, TCF principles