To offer professional Second Charge advice solutions in accordance with FCA regulations, providing the most suitable advice for the company's clients.
The delivery of a first-class customer journey by maximizing customer satisfaction and conversion through providing "right customer outcomes".
GENERAL RESPONSIBILITIES
Fact-find effectively to establish the client's current finances and future aspirations, high attention to detail to ensure all pertinent facts are captured.
Provide high quality professional independent second charge mortgage advice and explain different types of solutions are available.
To organise your calendar with customers and lenders.
Manage your own workflows to fulfil your everyday duties.
Ensure all regulatory documentation completed within the required timescale
To maintain knowledge of the financial services industry.
Keep up to date with new mortgage products and changes in lenders criteria.
Meeting performance targets.
Embrace company values and promote them effectively alongside the Believe brand.
Proactively pre-empt issues with regards to customers and resolve problems arising.
Understand what Treating Customers Fairly (TCF) means and embed this fully within your work.
Attend internal or external meetings as required.
Salary Expectation
65,000.00 OTE
Benefits
Cash Plan with Westfield Health
Access to Free Therapy sessions
Free Tea/Coffee facilities
Fresh fruit delivered weekly
Free Parking
End of Quarter Events and incentives
Progression opportunities
Job Types: Full-time, Permanent
Pay: From 30,000.00 per year
Additional pay:
Bonus scheme
Benefits:
Company events
Company pension
Enhanced maternity leave
Enhanced paternity leave
Free parking
Gym membership
Health & wellbeing programme
Sick pay
Schedule:
Monday to Friday
Education:
GCSE or equivalent (preferred)
Experience:
advising: 1 year (preferred)
Licence/Certification:
CeMap (preferred)
Work Location: In person
Application deadline: 14/05/2025
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