Perspective Financial Group
Mortgage Advisor
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Mortgage Advisor
We are currently looking for an experienced Mortgage Advisor to join our team remote. The successful candidate will have extensive knowledge in providing clients with first-class advice in line with the FCA regulations, ensuring a brilliant service.
Location
Home Based
Hours
Monday – Friday 9am to 5pm with a one-hour break (35 hours)
Salary
Competitive dependant on experience and qualifications. Available upon request.
Key Requirements
- Accuracy, attention to detail, and the ability to explain complex information clearly and simply.
- Strong communication skills; and the ability to ask appropriate questions of clients.
- Good analytical skills, money management skills, and planning skills.
- Enthusiasm and willingness to assist clients.
- Ability to manage own workload.
- Flexible/adaptable to cope with change.
- To be motivated, friendly, and professional at all times; and provide impartial unbiased advice.
- Excellent time management to ensure appointments are scheduled with realistic time frames.
- Act in a professional manner when dealing with colleagues/stakeholders.
- Ability to work as part of a Team; collaborating with the local team; and across the wider business as appropriate.
- Detailed understanding of the advice process.
- Detailed understanding of the mortgage and protection market.
- Detailed understanding of products and solutions to meet client needs.
- Up-to-date knowledge of the financial marketplace.
- Good understanding of regulatory requirements; including Consumer Duty requirements; GDPR; and anti-money laundering requirements.
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Key Responsibilities
- Provision of mortgage advice.
- Assessing the client’s financial position, understanding their needs, and recommending a mortgage solution which is appropriate to the circumstances.
- Provision of advice on protection products.
- Assessing the client’s financial position, understanding their needs, and recommending a protection solution which is appropriate to the circumstances.
- Ensuring all advice is provided in line with the requirements of the FCA including focus on consumer duty requirements and ensuring compliance with all other relevant industry rules and regulations.
- Cultivating the client base and building relationships.
- Driving organic growth/generation of new clients.
- Keeping up to date with industry developments; new products, technical, or legislative changes within the mortgage and protection marketplace; and researching the market to ensure that knowledge is current.
- Ensuring compliance with all requirements of a certified function holder.
- Ensuring CPD is completed on a rolling 12-month basis to the required standard and is sufficient and appropriate for the areas in which you are certified to provide advice and kept up to date at all times.
- Maintaining performance standards in accordance with Consumer Duty outcomes and those outlined in the Key Performance Indicators section of the Training and Competence procedures.
- Holding and maintaining the appropriate qualifications to be able to undertake the role (CeMap or equivalent).
- Ensuring compliance with all requirements of an FCA certified function holder.
- Ensuring CPD is completed on a rolling 12-month basis to the required standard and is sufficient and appropriate for the areas in which you are certified to provide advice and kept up to date at all times.
- Maintaining performance standards in accordance with Consumer Duty outcomes and those outlined in the Key Performance Indicators section of the Training and Competence procedures.
- Ensuring that SPS via a recognised body is maintained at all times.
- Assessing the client’s financial position, understanding their needs, and recommending a mortgage solution which is appropriate to the circumstances.
- Keeping up to date with new product, technical, or legislative changes within the mortgage marketplace.
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Due to the nature of the business the role may also include additional responsibilities considered reasonable by the Company.
Benefits
- 25 days holiday (excluding Bank holidays)
- Holiday Purchase scheme
- In-House Training Academy
- Annual Salary Review
- Day-off on Birthday
- Life Assurance & Pension
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