Mortgage Advisor

This role is with a modern financial services organisation with a growing national presence due to its digitisation strategy. Based within the head office where there is a warm, friendly, open, and fun culture, the role will involve conducting new business/ retention advised sales interviews for mortgages and associated products and services. This role is offered on a hybrid working basis.

Responsibilities of the Mortgage Advisor

• Giving fair mortgage advice to customers
• To attend regular CPD sessions, keeping updated on criteria changes, U/W changes
• Full adherence to the T&C scheme, with feedback given form the T&C supervisor
• Holding mortgage appointments in line with MCOB regulations
• Sound understanding of the mortgage criteria and effective use of the referral system
• Contact borrowers towards expiry of their incentive/ maturing period to advise of alternative products and endeavour to sell additional products.
• To undertake new business/retention advised sales interviews for mortgages and associated products and services.
• To maintain a focus on building the brand and maintain a thorough working knowledge of Society mortgage lending policy and regulatory requirements.

Requirements of the Mortgage Advisor

• CeMap qualified 1, 2 and 3
• Experience of providing residential mortgage advice

Benefits Include

• Bonus
• Pension Scheme, including Pension Salary Sacrifice
• 25 days holidays, plus Bank Holidays (day off for your birthday & Christmas Shopping!)
• A friendly relaxed environment with regular social activities
• Flexible Working
• Free Refreshments and Healthy Snacks
• Sabbatical Leave
• Free Eye Tests
• Professional and Personal Development
• Life Insurance x 6 times salary
• Community Volunteering