Mortgage and Protection Advisor

As a mortgage and protection adviser, youll provide expert advice and guidance to clients on mortgage options, protection plans. Through providing support to clients through their journey, you will help clients make informed decisions, that align financial goals and needs.

DAY TO DAY:

Meeting with clients to discuss their financial situation, home-ownership goals and protection needs

Acting on leads supplied from a central operations centre

Financial assessment, evaluating clients financial circumstances, to determine suitable mortgage and protection products

Explaining various mortgage options and protection plans,

Actively guiding clients through the mortgage application process, to ensure all necessary documentation is accurate

Ensuring all transactions comply with relevant laws and regulations

Stay up to date with market conditions, mortgage products and regulatory requirements,

Ensure all advice and transactions are in line with TCF and Consumer Duty and FCA guidelines

WE WOULD LOVE TO SEE:

A deep understanding of the mortgage and protection industry

A good financial acumen, a good understanding of financial regulations

Advanced communication skills to include verbal and written communication skills

A great customer service approach

Strong analytical skills

Ce-MAP qualifications

AND FOR YOU:

Medical insurance and private health, pension, life assurance, income protection

Employee assistance programme,

33 days holiday including bank holidays

Cycle to work scheme, discounted shopping

JBRP1_UKTJ