As a Second Charge Mortgage Advisor, you'll deliver professional advice in line with FCA regulations, ensuring customers receive the most suitable and beneficial loan options. You'll manage your own customer base, delivering a seamless end-to-end experience while achieving strong conversion rates and compliance standards.
Key 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.
What We're Looking For
Experience within the
financial services
or
mortgage
industry (Second Charge experience preferred).
CeMAP L3 (or equivalent)
qualification is essential.
Excellent communication, time management, and organisational skills.
Strong compliance awareness and attention to detail.
A customer-first mindset and drive to exceed performance targets.
Benefits
Cash Plan with Westfield Health
Access to Free Therapy sessions
Cycle to Work
Free Tea/Coffee facilities
Fresh fruit delivered weekly
End of Quarter Events and incentives
Progression opportunities
Enhanced maternity leave
Enhanced paternity leave
Gym membership
On-site parking
Job Type: Full-time
Pay: From 35,000.00 per year
Work Location: In person
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