This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.
Clark James Recruitment are working with a leading IFA based within the Mid-Kent area, due to expansion within the team they currently have an opening for a Mortgage Advisor.
Role
The purpose of the role is to set up and provide mortgage advice and services via the telephone or face to face on existing clients and leads that have been supplied by existing Financial Advisers.
Person Specification
Previous Mortgage Advising experience
Proven sales experience
Computer literate
Have good all round technical knowledge
Good working knowledge of compliance requirements
Key Responsibilities
Provide a mortgage advice service to new and existing clients.
You will be responsible for conducting initial meetings with prospective clients both face to face and via the telephone
You will need to gather information about clients financial circumstances to enable appropriate advice to be given
Maintain client relationships and be customer focused.
Be proactive and enthusiastic in your approach.
Weekly reporting to line manager.
Weekly reporting on all projects with outcomes and volumes
Quarterly reporting to the Exec committee
Adhere to working practice of a compliant environment
The Company will provide
Efficient back office support
Full paraplanning support
Package
Market leading rates of commission
For further information regarding this role or to discuss in the strictest of confidence please do not hesitate to contact Justin Preston at Clark James Recruitment.
Advertiser: Agency
Reference: JPCJ307
Posted on: 2021-04-23 10:52:27
Send me Alert for jobs in:
Maidstone, Kent
Email Address
Recruitment Solutions South East Ltd
£25-30,000 + benefits
Commercial Services Interim & Executive Search
£27000 - £30000 per annum
Premier Work Support
Up to £12.51 per hour + PLUS holiday accrual
This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.
Clark James Recruitment are working with a leading IFA based within the Mid-Kent area, due to expansion within the team they currently have an opening for a Mortgage Advisor.
Role
The purpose of the role is to set up and provide mortgage advice and services via the telephone or face to face on existing clients and leads that have been supplied by existing Financial Advisers.
Person Specification
Previous Mortgage Advising experience
Proven sales experience
Computer literate
Have good all round technical knowledge
Good working knowledge of compliance requirements
Key Responsibilities
Provide a mortgage advice service to new and existing clients.
You will be responsible for conducting initial meetings with prospective clients both face to face and via the telephone
You will need to gather information about clients financial circumstances to enable appropriate advice to be given
Maintain client relationships and be customer focused.
Be proactive and enthusiastic in your approach.
Weekly reporting to line manager.
Weekly reporting on all projects with outcomes and volumes
Quarterly reporting to the Exec committee
Adhere to working practice of a compliant environment
The Company will provide
Efficient back office support
Full paraplanning support
Package
Market leading rates of commission
For further information regarding this role or to discuss in the strictest of confidence please do not hesitate to contact Justin Preston at Clark James Recruitment.
Advertiser: Agency
Reference: JPCJ307
Posted on: 2021-04-23 10:52:27
I want to receive the latest job alerts for:
jobs in Maidstone, Kent
Recruitment Solutions South East Ltd
£25-30,000 + benefits
Commercial Services Interim & Executive Search
£27000 - £30000 per annum
Premier Work Support
Up to £12.51 per hour + PLUS holiday accrual
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