Job Description

Mortgage Adviser (£22K - £25K)

Dorset

Brook Street are proud to be partnering with a well established Financial company bases in Dorset.

My client is looking for a Qualified Mortgage Advisor who is outgoing, driven and professional person with good people skills. The Perfect candidate must be able to provide customers with a full advice and recommendation for mortgages, protection and general insurance in accordance with company and FCA guidelines whilst maintaining excellent customer satisfaction.

Key Responsibilities:

• Sources lead opportunities and contacts prospective clients
• Assesses through active listening, the true needs and requirements of clients for mortgage, protection and general insurance
• Provides compliant, quality, consultative advice on mortgage, protection and general insurance through assessing client needs
• Presents tailor made client recommendations in a compliant, clear and concise manner
• Accurately completes mortgage related documentation in line with lenders and FCA policies and processes
• Has an expert knowledge of the lending and protection market
• Keeps up to date with changes to legislation relevant to the financial sector
• Maintains accurate and relevant customer details
• Identifies new business opportunities
• Processes confidential information providing a compliant audit trail
• Liaises with Lender/Insurance support staff
• Attends team and Lender meetings as required
• Actively participates in performance review meetings and training as required
• Promotes Elite Financial services to existing and potential clients and proactively provide referrals to specialist colleagues
• Has a thorough understanding of compliance processes and procedures
• Delivers consistent excellent customer service and achievement of individual objectives and targets

Skills:

• Proficient in Microsoft Office
• Excellent interpersonal skills with the ability to interact with a wide variety of clients
• Good communication skills, both verbal and written
• Excellent listening skills
• Ability to develop strong relationships with both internal and external stakeholders
• Strong commitment to customer service
• Exceptional organisation skills
• Professional telephone manner
• Good numeracy skills
• Ability to perform under pressure
• Ability to prioritise effectively
• Excellent decision making skills
• Excellent customer care skills
• Ability to analyse data
• Ability to maintain strict confidentiality
• Good understanding of compliance issues
• Ability to conduct research for appropriate providers
• Comprehensive knowledge of regulated mortgage, protection and general insurance products
• Ability of explain complex information clearly and simply
• Drive and motivation to meet and exceed targets
• Ability to work on own initiative as well as part of a team
• Exceptional attention to detail
• Excellent time management skills
• Excellent and accurate data entry skills
• Positive attitude, reliable and dependable

For more information please contact Billy or the Brook Street team on 02380 224139 or apply to send your CV