Mortgage Advisor/Broker
- Job reference
- F232BDB
- Location
- Grantham, Lincolnshire, United Kingdom
- Start date
- To be arranged
- Sector(s)
- Mortgage jobs
- Contract type(s)
- Full time
- Salary
- £To be agreed
- Date posted
- 17/02/2017
Description, duties, responsibilities
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
Other benefits
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.