Mortgage Advisor

Mortgage Adviser

• Office-based at Altrincham Business Park, Altrincham, Cheshire.
• Permanent employed position
• Competitive basic salary, non-commission based.
• Immediate start.

Scope of Role

• To give mortgage advice to clients of this practice with regards to all matters within the scope of our mortgage regulation.
• To ensure clients receive suitable advice in accordance with their needs and priorities.
• To ensure you act with honesty and integrity in your dealings with client, colleagues and other associated business at all times.
• To produce written evidence of your activities as required by our practice and our regulator.
• To keep your own professional and personal skills and knowledge up-to-date.
• To report any anomalies to our Compliance Officer.
• To comply with our internal Compliance and other procedures as laid down in our written procedures.

Broad Statement of Duties

• You are to conduct client interviews, analyse client needs, research the market and make suitable recommendations in writing.
• You will adhere to all GDPR company procedures.
• You will work towards KPI (key performance indicators) set by management.
• You will provide a written audit trail as per our internal procedures.
• You will work towards retaining and building upon you existing skills base in order to maintain your competence as an adviser paying special attention to gaps in your abilities and filling them.
• Administration is now a major part of your role and you will ensure you do not neglect this aspect of your job.
• You will liaise with the other advisers and admin staff in the practice in an open and co-operative manner at all times.
• If you having difficulties you will bring this to the attention of your T&C Supervisor or the Compliance Officer so they can assist you rather than ignoring the issues causing concern.

Qualifications required for the role

• Must hold full CeMAP qualification or equivalent CII Level 3 Certificate in Mortgage Advice
• Have at least two years’ recent industry mortgage adviser experience.
• Must have excellent interpersonal and communication skills.
• Must have excellent analytical skills and prefer to work in a structured, planned manner.

CeMaps are essential,.