Mortgage and Protection Advisor

Selby, £0 Permanent
Reference: P8JOB4747 | Specialist area: Customer Service | Sector: Property

Salary dependant on experience.

Full time - Office based role with some flexibility.

Pyramid8 are working closely with a well-established Commercial Financial Brokerage who are looking for a Mortgage Advisor / Mortgage and Protection Advisor to join the team due to expansion.

This a fantastic opportunity for someone that is looking for a Company that are predicted significant growth.

The role comes with an attractive salary and benefits package as well as a fantastic commission structure on submitted applications and closed deals.

The role and responsibilities:

• Completing fact find documents to establish the client’s current finances and future aspirations
• Provide high quality professional mortgage advice, fully explaining different types of mortgages available to the client in line with the FCA principles of Treating Customers Fairly (TCF)
• Ensure all regulatory documentation completed satisfactorily within required timescales
• To develop and proactively manage a client bank to ensure successful repeat business levels
• To advise and make recommendations of suitable insurance products taking into consideration the client’s needs
• To professionally guide the client through the buying process
• Assist in educating our network through regular dialogue on transactions

Experience and knowledge required:

• Strong communication and listening skills
• Well organised with the ability to understand, manage and exceed targets
• Ability to work with mortgage sourcing and CRM systems
• CEMAP 1,2 & 3 or CERT CII or equivalent
• Proof of Competent Advisor Status (CAS)
• Strong team player fitting in with a small flexible team structure

Please send your CV, or call the office on to discuss further.

Due to the amount of applications we receive, unfortunately we are not able to give feedback to all candidates, if you have not heard back within 5 days please assume that you have not been successful for the role you have applied for. We will hold your details on our database and consider you for future opportunities, unless you instruct us otherwise. Good luck with your job search. Many thanks - Pyramid8 Ltd.

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