Mortgage Adviser
Mortgage Protection Adviser
Various locations across: Norbury Park, Streatham, Clapham, Wimbledon Park
MINIMUM REQUIREMENTS: FULL CeMAP / CF1 and CF6 / MAQ
£Negotiable + Car + Un-Capped Bonus + Benefits
THE COMPANY
Mortgage Protection Adviser - | Norbury Park, Streatham, Clapham, Wimbledon Park
Our client is one of the largest banks in the world, with offices across 77 countries and with 45 millions customers across the globe. They are currently seeking ambitious and highly motivated Mortgage Advisers to deliver Mortgage and Protection solutions to new and existing clients in the personal HNW market.
The banks Premier arm is a premium banking service for their affluent clients. It offers the world’s first globally linked-up banking service together with an exclusive range of Premier services and package of added-value benefits. A £450m transformation has given the Premier arm even more potential to grow their HNW client bank.
THE ROLE
The mortgage and protection manager role within the branch network is to establish and grow the mortgage and protection business. You will support the branch manager by providing a professional mortgage and protection advice service to both new and existing customers in line with the Bank’s policy on treating customers fairly (TCF).
The role is expected to deliver a high quality, customer driven, sales focused service
by identifying customer needs for Mortgage, Life Protection and General Insurance products providing advice and selling products and services to meet those needs. The adviser is responsible for planning, implementing and achieving targets in relation to sales performance, quality service and sales activity.
On a day-to-day basis, you will:
- Meet customers’ needs for Mortgage, Life Protection and General Insurance products, helping customers achieve a mortgage package that is fully tailored to their individual needs.
- Identify and meet customers’ wider protection needs and provide continuous service to ensure protection products provided remain suitable for the customer.
- Provide training/development of lead generators in the Mortgage arena.
- Recognise the wider financial planning needs of individual customers and make referrals to other areas of the bank, where the customers’ wider needs can be met.
- Proactively develop and strengthen customer relationships and, in doing so, generate new business responsibly.
You will have strong relationship building skills and a minimum of 1-year mortgage adviser experience, coupled with an excellent sales track record. You must hold either one of these full qualifications: CeMAP / CF1 CF6 / MAQ qualification.
Minimum Requirements:
*CeMAP / CF1 and CF6 / MAQ
*6 months CAS
*1 Years minimum mortgage sales experience
*Strong track record of achieving targets
The Benefits:
*Un-Capped bonus scheme
*Town Allowance
*Private Medical Insurance
*Pension Scheme
*Free Life Assurance Scheme
*Holidays
*Flexible Benefits
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