Mortgage & Protection Adviser

My client is searching for a Mortgage & Protection Adviser to join their offices based in Aberdeen, Aberdeenshire

• My client is looking for an experienced Mortgage Adviser to join their team in Aberdeen. The ideal candidate will provide whole of market mortgage and protection advice in a compliant manner as detailed in the firm’s compliance manual and procedures. They will also ensure an outstanding client experience is delivered on every mortgage and protection case. The role will be based in Aberdeen however, 2 days a week will be based within the firms Stonehaven office.

General Responsibilities

• Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times
• Adhere to the relevant compliance, TCF, T&C, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times
• Keep up to date with all relevant product, legislative and technical changes
• Contact pre-booked appointments and potential clients in accordance with the firm’s business plan/supervisor’s guidance

Key Responsibilities

• Ensure sufficient client information obtained and analyse information gathered
• Undertake sufficient product and market research and ensure suitable recommendations are made on mortgages and protection.
• Ensure all supporting documentation is maintained.
• Attain and maintain level of competence as required by the firm (CAS)
• Maintain all standards of performance as required by the firm
• Communicating with other professionals, such as estate agents, solicitors and valuers
• Ensure relevant CPD is maintained and recorded accurately

Qualifications

• Full CEMAP (or equivalent)

Skills and Experience

• Minimum 1 year experience as a mortgage adviser
• Whole of market mortgage and protection experience
• Detailed knowledge and understanding of compliance procedures including record keeping requirements.

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.