Mortgage Advisor

Posted 15 February by Purely Personnel Featured

Our well established and award winning clients, based in Welwyn Garden City, Hertfordshire, are now in the market for a Financial Services Advisor to join their successful team. This is a very exciting and challenging role for the right candidate and the successful applicant could enjoy a long, happy and very lucrative career with this company. Duties will involve ;

    • Producing land registry and credit searches promptly
    • Maintain and keep updated on knowledge of lenders criteria
    • Ensure daily reminders are worked correctly and promptly
    • Demonstrate a professional and responsible attitude offering good customer service to our clients
    • Able to demonstrate Treating Customers Fairly (TCF)
    • Understanding and knowledge of our terms of business
    • Listening and ensuring our clients expectations are met
    • Ensure all quotes and Key Feature Illustrations are sent immediately to clients
    • Demonstrate initiative, urgency and loyalty to ensure targets are met within the team and individually
    • Timescale of cases - completed within one month
    • Attention to detail and accuracy of notes, documents produced

Our clients are hoping to attract candidates with either a FPC 1,2 & 3 or Cemap qualification. Other candidates requirements will include :

  • Have a proven track record in customer services and delivering excellence
  • Focussed in achieving results and be target orientated
  • Have an excellent attention to detail
  • Be able to work efficiently often under tight deadlines and pressure

Our clients are offering an unrivalled opportunity for a real career in Financial Services with an excellent opportunity to develop and succeed with the right training, support and guidance.

Call the team now for more details..

Reference: 33863055

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