Trainee Mortgage Advisor

Posted 15 March by LG Recruitment Limited Easy Apply

Purpose of the role

To generate consistently a high level of quality activity from L&C leads to achieve agreed performance targets and meet the mortgage, protection and investment needs of our clients.

Reports to Supervisor

Principle Accountabilities

  • Generate a consistently high level of quality activity with sufficient clients to meet and/or exceed agreed activity targets.
  • To gather all appropriate information so that the most suitable financial advice can be provided to the customer and evidenced in accordance with the company sales Process.
  • To exercise such customer care and consideration that ensures that business sold remains persistent in accordance with at least the companies agreed performance standards
  • To fully and properly document the call(s) so as to achieve or exceed the company performance standards for case acceptance rates.
  • To provide the service and care to the company and customers such that builds relationships, trust and confidence and contains customer complaints.
  • To follow up existing clients of the Company with a view to providing appropriate advice during the lifetime of the product(s) previously supplied to them and/or with a view to the provision of further products and/or services where appropriate.
  • To complete all required administration in a timely and accurate manner and operate at all times in accordance with the company T&C Scheme and all applicable rules issued in accordance with MCOB.
  • To work towards Mortgage & Protection Adviser status by achieving required monitored calls (as stated in T&C scheme) and obtaining full CeMAP (CeMAP 1,2 & 3).
  • To undertake any other task as required from time to time including administrative or sales related duties.

The successful candidate will;

  • Communicate clearly and concisely, orally and in writing with clients, colleagues, and business contacts
  • Good working knowledge of IT systems relevant to job role
  • Builds effective relationships and contributes to team spirit
  • Actively seeks opportunities for self development

Reference: 34691308

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