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Mortgage Advisor

Our client is seeking a Mortgage Adviser to join their team. This role, reporting to the Mortgage Manager, requires someone with mortgage experience, ideally holding a Certificate in Mortgage Advice and Practice or equivalent. You will work closely with clients, providing advice on a range of mortgage products as well as associated insurance products, offering a high level of customer service both face-to-face and over the phone. The role is full-time with flexible working hours and the possibility of Saturday work on a rotational basis. Click here to read more.

 

Job Duties:

  • Provide mortgage advice to clients face-to-face, via email, and over the phone
  • Process and submit mortgage and insurance applications
  • Advise clients on life assurance, critical illness cover, and health protection products
  • Collaborate with other team members and contribute to team discussions on business development, company updates, and processes
  • Deliver exceptional customer service in all client communications
  • Utilise systems such as Word, Excel, Access, and online quoting tools

 

Job Requirements:

  • Certificate in Mortgage Advice and Practice qualification or equivalent desirable
  • Proven experience in a mortgage or financial services environment
  • Strong understanding of AML and GDPR requirements
  • Excellent customer service, both face-to-face and over the phone
  • Strong organisational and IT skills, with proficiency in Word, Excel, and Access
  • Attention to detail and the ability to work to deadlines
  • Collaborative team player with the ability to work independently

 

What You’ll Love:

This role offers a fantastic opportunity to join a leading organisation in a varied and dynamic environment. Our client fosters personal development and provides financial support for further training and qualifications, offering excellent career prospects. The work environment is collaborative and encourages input from all team members. A generous holiday allowance and other benefits, including a car parking space, are included.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here