Providing expert guidance and support to clients seeking mortgage loans, ensuring optimal loan terms and compliance with financial regulations.
Client Details
A well known estate agency in Haywards Heath.
Description
- Meeting with clients to assess individual circumstances and needs
- Seeking out the best financial and mortgage solutions for our customers
- Selling associated insurance products from Legal & General
- Meeting and exceeding targets
- Working closely with the residential estate agency team to ensure all business opportunities are maximised
- Provide coaching and support to colleagues to maintain a good referral rate
- Proactively contacting existing client base as a source for new business
- Liaising with lenders to confirm product conditions are relevant for our customers
- Ensuring all documentation is compliant, correct and properly witnessed and signed in line with FCA guidelines
Profile
- You need to be driven and motivated by success, results and reward
- CEMAP 1 (minimum)Qualified or equivalent or Competency Advisor Status (CAS)
- At least 1 years mortgage advisory experience
- Great at building relationships with customers
- A great work ethic and keep up with the challenges you will face and be focused on turning the "ordinary" into the "extraordinary"
- Smart, articulate and well presented
- Ambitious and self-motivated with the ability to work in a pressurised environment
- And yes, you will be the type of person that would love seeing your customers' eyes light up when you help them secure their perfect property!
- Our company values are central to our ethos, and we work with customers and colleagues alike treating them with courtesy, honesty, trust and respect. You too will need a great work ethic and matching values with heaps of positivity and energy.
- Full driving license
Job Offer
- A competitive salary package with the buzz of uncapped earnings
- A company car or car allowance from Day 1 and the opportunity to work towards one of our prestigious vehicles such as Audi, Jaguar, or BMWs
- Top Achievers trips and outings
- 33 days paid holiday, (increasing with service) with an extra day off for your birthday and holiday commission
- The ability to offer your customers products from the whole of the mortgage market
- A company that values customers and colleagues alike (currently 4.9/5 on Trustpilot)
- A company that listens to its colleagues from yearly staff survey feedback (see our website for results of between 80% - 90%+)
- Helping the community is high on our agenda and we definitely put our money where our mouths are! We have raised £millions over the years for many deserving causes and we even pay entrance fees for our colleagues who want to get involved with raising money for local or national charities