Mortgage Adviser

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    Jobs in Wimborne, Dorset

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    Mortgage Adviser SALARY: £25,000 - £30,000 Per Annum

    Perm FT
    REF: Mortgage Adviser

    This role involves identifying, advising and selling Mortgage and General Insurance products to new and existing customers as well as identifying/advising on affiliated products complying fully with the Mortgage Conduct of Business and Insurance Conduct of Business Rules and any other statutory requirements.

    Duties include:-

    • Dealing with all leads and internet communications enquiring about mortgages and other business opportunities
    • Calling to follow up on leads with a view to securing or retaining business
    • Manager own tracker system
    • Advise customers and provide explanations as necessary
    • Adhere to service levels
    • Keep up to date with all related products, regulations as well as competitor products
    • Once mortgage or retention application is received, deal with any queries clients may have and maintain contact with customers throughout the whole process
    • Secure and pass on life, conveyancing and protection needs
    • Provide necessary MI as requested

    This role would suit someone with a calm demeanour and excellent customer service skills. You will need to be self motivated and proactive in tracking sales targets and figures. Good attention to detail and a professional manner will be essential.

    You will need a CeMap or equivalent qualification, comprehensive understanding of mortgage advice regulations, minimum of 3 years sales experience, mortgage sales/advice experience within the Financial Services Sector, must pass annual assessments and have a comprehensive knowledge of mortgage products.

    Lovely medium size company with excellent benefits package including 27 days holiday + bank holidays, paid parking, good pension scheme and lots of other benefits.

    Additional info

    • LOCATION: Wimborne, Dorset
    • CONSULTANT: Helen Wright
    • TYPE OF WORK: Estate Agency and Property