Mortgage Advisor/Broker

Job reference
Grantham, Lincolnshire, United Kingdom
Start date
To be arranged
Mortgage jobs
Contract type(s)
Full time
£To be agreed
Date posted

Do you have a minimum of two years mortgage advice experience, dealing with mainstream and non high street lenders, and are you CeMap qualified? If so, we are looking for a Mortgage Broker to join our Reach Financial Services team.

Reach are a specialist Financial Services Company, assisting with mortgages, re-mortgages and equity release. We also assist with insurances and secured loans.

We will offer you:

  • Competitive Salary
  • Very generous uncapped bonus structure
  • Full and specialist lender panel
  • Leads provided
  • In house compliance support
  • Full support and training

You must be:

  • Methodical and reliable with attention to detail
  • Confident with good verbal and written communication skills.
  • Ability to engage with others and be a team player.
  • Keen for new experiences, responsibilities and accountability.
  • Mature, credible and comfortable in dealing with mortgage and insurance providers.

The purpose of the role is to:

  • Establish and convert leads from alternative sources, internal and external, into sales of mortgages and or protection to meet targets as set by management in a compliant manner.
  • To carry-out pre filtering, fact finding and recommendations with clients to assess suitability and ultimately convert to leads to sales.
  • Maintain excellent customer service and engagement standards.
  • Work effectively on your own and within a team environment to maintain a positive approach to the business requirements.

The principle responsibilities include:

  • Pre assess and filter leads into your own qualified fact find appointments
  • Liaise with clients via e-mail, telephone and letter to maximise business opportunities.
  • Have a good understanding of the mortgage market, including products that fit the niche areas of lending, adverse credit, self-employed, buy to let etc.
  • Offer clients products provided by Reach Financial Services whilst maintaining high standards of customer service.
  • Advise on complementary products available within the Reach Financial Services product offering to protect a homeowner solution.
  • Must have the ability to work on your own initiative as well as part of a team.
  • Work to ensure consistent delivery of excellent customer service and achievement of department and individual objectives and sales targets.
  • Provide support to team members when required in order to ensure consistent levels of customer service and best practice is maintained.
  • Updating the case management system and ensuring its accuracy.
  • Be aware of and follow compliance procedures and processes.
  • Manage any complaints properly and efficiently within 24 hours, if you are unable to do so, pass to the manager.
  • Maintain relationships with clients, fellow work colleagues and managers.
  • Maintain relationships, on a basic level, with product providers and other professional bodies.
  • Take all reasonable steps to determine the needs of external and internal customers and provide an accurate and prompt service to satisfy their needs
  • Communicate to appropriate people on matters outside the jobholder’s immediate area of responsibility

Reach Financial Services Ltd are part of Totemic 2014 Holdings Ltd.

Totemic 2014 Holdings Ltd offer a significant amount of benefits. Our location in Grantham, Lincolnshire is very central in between locations including London, Peterborough, Stamford, Newark, Doncaster, Leeds.

Our offices are a 10 minute walk away from the town centre including the bus station and train station. The commute from London is only 1 hour and 10 minutes. We have free onsite car parking. We are a friendly, welcoming team, who have a casual approach. We remain professional at all times, however there is no uniform provided making us feel like us, when delivering a service.

We have free fruit and refreshments, a pension scheme, childcare vouchers, local discounts, reflexology and massage treatments and many other benefits that take care of you.