To deliver good customer outcomes to all PurpleBricks Mortgages customers in a compliant manner, following the PurpleBricks Mortgages customer journey, and documented PurpleBricks Mortgages / MAB processes. To ensure customers have a fully protected mortgage package, by providing good quality mortgage and protection advice, following all PurpleBricks Mortgages processes. To achieve individual business metrics as set by Mortgage Team Managers and PurpleBricks Sales Director. To maintain advice quality standards in line with PurpleBricks Mortgages and MAB T&C scheme, risk rating, and AQ standards.
Key Skills, Experience and Knowlegde:
Communication - Good communication skills both written and oral.
Customer centric - Desire and ability to provide good customer outcomes
Attention to detail - To ensure work is complete to a high standard always following
PurpleBricks Mortgages processes Resilience - Ability to work under pressure and deliver tight timescales
Sales - Ability to match appropriate solutions to needs, and deliver them to clients
Time Keeping - Ability to balance administration with sales and maintain SLAs on both
Essential to hold Cemap 1 or R05 qualification for this role
Key Responsibilities:
Responsibilities include but not limited to:
To deliver good customer outcomes in a compliant manner by following the documented PurpleBricks Mortgages customer journey.
To achieve individual KPI metrics for written and banked revenue, protection penetration, right first time and risk ratings.
To ensure all customers are kept updated and actions taken their applications in a timely manner whilst making sure all PurpleBricks Mortgages/MAB systems are updated.
Build collaborative working relationships with Advisers, colleagues, lenders and insurers to deliver good customer outcomes.
To ensure all systems are updated throughout the mortgage and/or protection transaction.
To follow all PurpleBricks Mortgages/MAB regulatory processes to ensure we remain compliant. At all times.
To meet the standard of file submissions as set by PurpleBricks Mortgages/MAB and complete any remedial actions required in a timely manner.
To meet all required activities as part of the PurpleBricks Mortgages/MAB Training & Competency scheme including meeting the requirements for CPD
At Purplebricks, we know that to hit our targets you need incentives.....
That's why we're all about giving you the
freedom and flexibility to work from anywhere in the UK
. No fixed office, no draining commutes--just the space to do your best work, your way. Build a home office that suits you, work how you work best, and as long as the results are there, we're happy.
On top of that, here are a few extras you might like:
25 days holiday
Celebration days off -
Marriage/civil partnerships, birthdays, and moving days
All the tech you need, delivered to your door
--with a quick and easy remote setup, so you're ready to go from day one.
Medicash Plan
--to help you stay happy and healthy, whether it's work, rest, or play.
Purple-Perks platform
--packed with staff discounts and benefits you'll actually want to use.
24/7 Employee Assistance Programme
--confidential support whenever you need a helping hand.
Exclusive Purplebricks property discounts
--for you, your family, and your friends.
Tailored commission schemes
--because we believe great work should always come with great rewards.
In-house Learning & Development Team
--To keep you growing, learning, and moving forward in your career.
Life Assurance
Ready to Join Us?
We don't want you to just fill a role -- we want you to thrive with us. If you're passionate, self-driven, and ready to make a real impact on the property industry, we want to hear from you........
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