At a Glance
- Tasks: Provide expert mortgage advice and build strong customer relationships.
- Company: Join Leek Building Society, a top-rated employer committed to social responsibility.
- Benefits: Enjoy competitive salary, flexible working, and a range of health and wellness perks.
- Other info: Work from home options available; must attend the office at least once a week.
- Why this job: Be part of a growing team with a fantastic culture and impactful work.
- Qualifications: Must be CeMap qualified with 2 years of mortgage sales experience.
The predicted salary is between 28800 - 43200 £ per year.
Overview
Join to apply for the Mortgage Adviser role at Leek Building Society
Leek Building Society is an award winning, highly admired, local building society that is owned and trusted by its members.
We’re a great place to work, with an exceptional culture, and we ranked in the top 10 of UK employers, and the top 100 of global employers in the Inspiring Workplaces Awards 2024. We’re a socially responsible, inclusive employer, deeply committed to ensuring that everyone is supported to perform at their best.
You’ll be joining the business at a fantastic time of growth, with a transformational investment in our systems, people and processes to put our customers at the heart of everything we do.
Job Purpose & Scope
To provide professional, expert advice on appropriate and suitable Regulated Mortgage Contracts (RMC) to new and existing customers. Also providing a non-advised level of service to Buy to Let mortgage customers, as appropriate. Building relationships with customers which will enable their expectations to be exceeded throughout the mortgage process to ensure greater customer retention and deeper customer relationships.
Duties and Key Responsibilities
Customer Focus
- Deliver a first-class professional customer service ensuring that customers feel valued and that their interests are at the heart of your activity, providing the best customer outcome in every case.
- To interview existing and new mortgage customers both face to face, over the telephone or via video call.
- Providing appropriate and suitable advice on a range of regulated mortgage contracts including purchase, re-mortgage, further borrowing and mortgage variations.
- Accurately produce and send out relevant documentation that fully supports the mortgage advice that has been provided to all customers.
- Ensure that all customers reaching the end of their current mortgage product are chased and managed appropriately within relevant timescales.
- To identify and refer appropriate customers to Wren Sterling for protection advice and Uinsure for Buildings and Contents insurance.
Diary management
- Effectively manage your diary so that all customers are seen as quickly as possible and maximise time available to provide regulated mortgage advice.
Training and Competency Programme
- Undertake all aspects of the Mortgage Training and Development programme to achieve and maintain personal competence in all areas you are authorised to advise in.
- To maintain ongoing fitness and propriety in your role as a Mortgage Adviser which is subject to the FCA Certification Regime.
Ad-Hoc Duties
- Pre-qualifying mortgage appointments when business levels dictate and/or when pre-booked mortgage appointments do not progress as expected.
- Contribute to relevant projects as and when required.
- Assist with mortgage broker queries when business levels dictate.
- To carry out any other duties as may reasonably be required
Person Specification
Qualifications & Knowledge
- Fully CeMap qualified (or qualified by an appropriate examination to the level of QMA)
- Proficient in Microsoft Word, Excel and PowerPoint.
- Mortgage Sales experience of 2 years
- Knowledge of the Society’s Responsible Lending Policy, and Mortgage Retention Process
Experience
- Complying with defined rules, procedures and regulation and adhering to these.
- Delivering results whilst maintaining regulatory/compliance requirements
- Providing suitable advice in a regulated environment
Skills & Abilities
- Provide a quality, professional and compliant service.
- Deliver results whilst meeting regulatory/compliance requirements.
- First class organisational and time management skills
- Work effectively as part of a team and independently using own initiative.
- Accurate and professional verbal and written communication
- Effective at building relationships and proven record of repeat business
- Ability to work accurately and efficiently in a fast-paced environment
Other Requirements
- Able to work between 8am to 7pm Monday to Fridays and from 9am to 4pm on a Saturday, worked to a rota.
- Able to work from the Society’s Customer Support Centre in Leek, Staffordshire for a minimum of 1 day per week. The remainder of the week will either be working from home or at a Society branch location.
- The ability to travel to different branch locations as the role holder will be required to carry out face to face mortgage appointments at any Society location when required.
- Ability to contribute to the team’s ideas to consistently improve the customer experience.
- Tact and diplomacy are required to deal with customers in certain circumstances, paying due regard to any vulnerabilities.
- Assessment required on whether ‘borderline’ cases are worth further referral.
- A BasicDBS check will be undertaken upon an offer of employment.
What benefits are on offer:
- Competitive salary rates
- Contributory Stakeholder Pension Scheme
- Free health screening
- Minimum of 23 days paid holiday per annum plus bank and public holidays
- Parental Schemes
- Sick Pay guaranteed for 6 months for major illnesses
- Life assurance of 4 times your annual salary
- Employee assistance programme
- We’re open to discussing working flexibly
- Onsite gym available to employees
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Finance and Sales
Mortgage Adviser in Leek employer: Leek Building Society
Leek Building Society is an exceptional employer, renowned for its supportive and inclusive culture that prioritises employee well-being and professional growth. With a commitment to social responsibility and a focus on customer-centric service, employees enjoy competitive salaries, generous holiday allowances, and access to wellness programmes, all while working in a dynamic environment that fosters collaboration and innovation. Located in the picturesque town of Leek, Staffordshire, this role offers the unique advantage of contributing to a community-focused organisation during a period of exciting growth.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Adviser in Leek
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
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We think you need these skills to ace Mortgage Adviser in Leek
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Leek Building Society.
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Research and Reflect:Before hitting that 'apply' button on Leek Building Society's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Leek Building Society
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Leek Building Society.
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✨Show Your Passion for Finance
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✨Network with Industry Professionals
Before your interview, reach out to current or former Leek Building Society employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
