At a Glance
- Tasks: Help clients navigate the mortgage process and find the best deals.
- Company: Join a dynamic team in Corsham with a focus on client success.
- Benefits: Competitive salary, career growth, and a supportive work environment.
- Other info: Opportunity to work collaboratively and develop your professional skills.
- Why this job: Make a real difference in people's lives by guiding them through mortgages.
- Qualifications: Full CeMap level 3 and strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
- Corsham
- Full Time – Permanent
- Salary is dependent on experience
We are currently recruiting a Mortgage Advisor to join our client based in Corsham.
Responsibilities
- Advise clients on the mortgage process by finding them the best deal.
- Actively take new leads by answering the phone and contacting Future Prospects
- Conduct thorough first call and fact find with clients
- Ensure all technical jargon and choice explained to line in line with FCA regulation
- Research the Marketplace for the best product for your client in accordance with their needs
- Give best advice on the most appropriate deal for the client
- Perform a recommendation (second) call with the client within 2-4 hours of first call
- Request documentation from the client inline with process
- Perform a full check that the documents are correct and abide by ML, FCA and Company process.
- Write, complete, and send suitability letter to client within 24 hours after an application being submitted
- Actively chase all clients through to application
- Submit Mortgage Applications in a timely fashion
- In-House Referrals
- Actively introduce the service of the company inline with process
- Spot opportunity and introduce the service of the company as and when required
- Third Party Referrals
- Actively introduce third party services of Solicitors, Wills, Trust and Financial Advice.
- Compliance & Other
- Send clients all regulatory disclosures and paperwork as required, inline with company procedures
- Follow company policies and procedures and keep abreast of any changes that are communicated to you from the Compliance department via email.
- Lead to recommendation conversions to be minimum 80%
- Lead to application conversions to be minimum 50%
- Aim to answer the phone within 3 rings
- Minimum Qualifications and Skills List
Qualifications
- Full Ce Map level 3
- CAS within 12 months of start date
- Communication Skills
- Communicate clearly and concisely, orally and in writing with clients, colleagues, and business contacts
- Technical Skills
- Good working knowledge of IT systems relevant to job role
- Excellent product/industry knowledge
- Adhere to company standards and procedures at all times including compliance regulations
- Sufficient depth of technical knowledge to operate efficiently with a low level of supervision
- A full understanding of the Mortgage & Protection Markets
- Personal Responsibility and Drive
- Deadlines are met, and work is regularly error free
- Make confident, effective decisions within scope of job role
- Portrays a professional image at all times
- Working With Others
- Actively participates and co-operates with others
- Build effective relationships and contributes to team spirit
- Negotiate effectively with colleagues and outside agencies
- Excellent interpersonal skills
- #J-18808-Ljbffr
Contact Details:
Purely Recruitment Solutions Ltd. Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Logistics Account Manager in Corsham
✨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.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Purely Recruitment Solutions Ltd.. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Logistics Account Manager in Corsham
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 Purely Recruitment Solutions Ltd..
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Purely Recruitment Solutions Ltd.'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 Purely Recruitment Solutions Ltd.
✨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 Purely Recruitment Solutions Ltd..
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Purely Recruitment Solutions Ltd. will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Purely Recruitment Solutions Ltd. 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.
