Mortgage & Protection Consultant - London

Ref: 627 Date Posted: Saturday 21 May 2022
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Our client is a small and friendly whole of market mortgage and protection business that has been helping clients arrange property finance since 1996. Dealing in all types of mortgages but specialising in New Build Affordable Housing mortgages a vacancy has arisen for a Mortgage and/or Mortgage & Protection Consultant. 

You will provide clients with best advice and treat all customers fairly, aiming to exceed clients’ expectations and deliver the highest quality service to customers and introducers.

The main duties of the Mortgage / Mortgage & Protection Consultant will include:

  • Maintain service level agreements with our introducers in terms of turnaround times for contacting clients, submission of applications and updates
  • Conduct financial assessment interviews on behalf of Introducers to determine client’s affordability and what options/schemes are available to them
  • Complete a full fact find with clients with the aim of identifying customer specific needs and requirements
  • Advise on and sell the mortgage products available, matching products to the client’s individual circumstances and goals
  • Attend site open days, roadshows and events (which will include some weekend events with time off in lieu)
  • Operate within the regulatory guidelines, with honesty and integrity at the forefront of everything you do

We are seeking a Mortgage / Mortgage & Protection Consultant with the following attributes, skills and experience:

  • An ambitious, enthusiastic team player who can work on their own as well as for the good of the team
  • Excellent communication skills (both written and verbal) with a clear and confident telephone manner as well as being comfortable in conducting interviews using tools such as Zoom and Teams
  • Computer literate, must have experience of using databases and excel
  • Well organised, with the ability to prioritise workload
  • Good numeracy and literacy skills
  • Previous experience providing mortgage and/or protection led advice
  • Must hold full CeMAP qualification

The Mortgage / Mortgage & Protection Consultant role is part office and part home based, you must be able to travel to the Head Office in Dartford as well as having the facility to work efficiently and confidentially at home (the position can be fully office based if preferred).

In return, you can expect an excellent flow of client leads, full administration support, a competitive basic salary with annual on target earnings iro £50,000 to £60,000, a company pension scheme and health care.

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