Mortgage Advisor
  Excellent commission splits
  Maidstone, Kent
  permanent,full-time

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

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Mortgage Advisor
  Excellent commission splits
  Maidstone, Kent
  permanent,full-time

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

By creating a job alert, you agree to our Terms . You can change your consent settings at any time by unsubscribing or as detailed in our terms.

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  Premier Work Support

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