Mortgage Consultant – Basic dependant on experience with a £35k OTE

Job Title – Mortgage Consultant

Department/Sector – Property

Job Location – Essex

Salary – Basic dependant on experience with a £35k OTE

Our client has a fantastic opportunity for the role of Mortgage Consultant .

Your role will be to provide quality mortgage advice to clients, across the region of Essex, to service the client’s needs thoroughly, and provide advice in a professional, compliant, and efficient manner, whilst achieving minimum standards of performance across all key areas expected of an adviser.

Responsibilities:

• Responsibility to address all clients’ financial needs, and recommend and arrange a suitable package of solutions within a set sales process.
• Finalising cases and administrating paperwork within set deadlines
• Responsibility to ensure that all sales are conducted in an efficient, compliant manner, and in accordance with Company’s compliance process.
• To respond quickly and positively to any request from a department or Manager within the company, and demonstrate flexibility in approach to work where this is required.
• Always conducting business, and acting in a way that represents the brand and the ethos of the Company well at all times.
• Assisting the Management where required with the continual development of strong relationships with the Company’s key introducers
• Achievement of minimum Key Performance Indicators in all aspects of written and banked business
• Achievement of minimum compliance standards as laid out by the Company, and it’s regulators, and adherence to the principle of Treating Customers Fairly.
• Identifying and converting opportunities to refer Pension, and Investment business to our sister IFA company

Skills required:

• CeMAP qualification (or industry recognised equivalent)
• Ability to work well under pressure, and within tight deadlines
• Team player, able to effectively interact with all departments
• Efficient and organised
• Target-driven
• Client-focussed
• Highly compliant
• Good communication skills – both oral and written
• Good IT skills
• Clean Driving Licence