## Job Overview
We are seeking a dynamic Mortgage Advisor with CAS status to join our team. The Advisor will be responsible for providing high-quality, reliable, and ethical services to our clients.
Person Specification
- Previous Mortgage Advising experience is essential (1 year minimum)
- Proven sales experience
- Able to generate leads
- Have good all round technical knowledge
- Good working knowledge of compliance requirements
- CeMAP/ Advisor Qualification
Key Responsibilities
- Provide a Mortgage advice service to new and existing clients
- You will be responsible for conducting initial meetings with prospective clients both face to face and via the telephone
- You will need to gather information about clients financial circumstances to enable appropriate advice to be given
- Maintain client relationships and be customer focused
- Be proactive and enthusiastic in your approach
- Adhere to working practice of a compliant environment
- Servicing new and existing clients
- Offering other Financial Services, including life cover and General insurance products
Job Types: Full-time, Permanent
Schedule:
- Monday to Friday
- Weekend availability
Work Location: In person