Mortgage Advisor
St David Recruitment Services
- Newport
- Permanent
- Full-time
Risca (Office based)
Salary - DOE + bonus scheme (quarterly)
Permanent
Full Time - 9am - 5pm Monday to FridayOur client is looking for an experience Mortgage Advisor to join their team on permanent basis.Essential
- CeMAP or equivalent
- A wealth of experience in the mortgage industry
- Strong analytical and problem-solving skills
- Excellent communication and customer service skills
- Highly organised
- Attend networking events and establish relationships with Professional Connections to grow a client bank.
- Identify and contact potential clients. Gather sufficient client information and identify client needs.
- Analyse information gathered and undertake sufficient research to make suitable mortgage recommendations.
- Complete all supporting documentation in an accurate manner.
- Attain and maintain competent adviser status as defined by FCA and our client's firm.
- Maintain performance standards in accordance with those outlined in the Key Performance Indicators section of the Training and Competence procedures.
- Undertake work in respect of Mortgage Capacity Assessments.
- Generate new business leads.
- Keep up-to-date with mortgage deals, products, technical or legislative changes within the marketplace.
- Comply at all times with the Compliance and Training and Competence Procedures of our client's firm.
- Comply at all times with the requirements of the Financial Services and Markets Act 2000, and the FCA Principles, Rules and the Conduct Rules.
- Adhere to the cross-cutting rules and act in the spirit of the Consumer Duty to support the achievement of good Consumer Outcomes.