Mortgage & Protection Advisor

Posted 8 September by Knightway Associates

Main Purpose of Position

The main purpose of this role is to advise Clients over the phone and face to face,

recommending a suitable product based on their individual needs and circumstances, ensuring

the delivery of high standard customer service and compliance with FCA rules & regulations at all

times.

Key Deliverables & Responsibilities

Mortgages

Converting leads into meetings.

Holding face-to-face meetings with the client either at the office or in their home or distance

calls if not possible.

Quickly establishing rapport with clients and building relationships.

Preparing the Fact Finds from a full financial review with the client.

Managing the research and analysis of financial products to meet Client requirements.

Preparing client financial plans and recommendation reports.

Log product sourcing on the 360 system.

Create an Agreement in Principle and provide it to the client.

Keying of full application on Lender systems or passing of case to Paraplanner to complete.

Submit all required documents to the lender (or pass to Paraplanner).

Liaise with the client to obtain all required documents and sign-offs as required.

Log all documents on the HLP system for compliance checks or liaise with Paraplanner to do so.

Log case on all Registers or liaise with Paraplanner to do so.

When an offer is ready to be made, contact clients to discuss meeting for Protection if not done

so already.

Deal with any issues that require Adviser input, as appropriate

Protection

Converting leads into meetings.

Holding face-to-face meetings with the client either at the office or in their home or distance

calls if not possible.

Quickly establishing rapport with clients and building relationships.

Preparing the Fact Finds from a full financial review with the client.

Managing the research and analysis of Protection products to meet Client requirements.

Complete medical questionnaires as required.

Apply to Provider or liaise with the Paraplanner to input the application in 360 system and

Provider systems.

Preparing client recommendation reports via the Sourcing system.

If terms are produced, log policy terms on the HLP system.

Pass to Administrator once a case is deemed compliant.

Undertaking any other duties or tasks asked of you by your Line Manager.

In addition to Main Duties and Responsibilities, every employee has overall responsibility for:

Taking reasonable care for your own Health and Safety and the Health and Safety of others

who may be affected by your actions.

Ensuring compliance with all relevant Quality standards/procedures on your site. This includes

reporting any deviations from these standards/procedures, completing corrective actions, and

making recommendations to prevent similar deviations in the future.

Application questions

Must have CEMAP 1,2 & 3?
9 to 12 months experience or CAS status?

Reference: 43513009

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