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MORTGAGE ADVISOR - HORSHAM - £25K - £30K
Our multi-award-winning mortgage broker, based in West Sussex is expanding and looking for a professional Mortgage Broker.
Responsibilities include:
- Completing full fact-finds to establish the best product solution.
- Selling a fee for my client's service, where appropriate, prior to booking appointment.
- Obtaining relevant supporting documentation required, including ID, proof of address, pay and account information etc.
- Creating a file on the company’s CRM system.
- Ensuring that all compliance requirements are fully and accurately followed.
- Researching the mortgage market to find the most appropriate lender(s).
- Discussing options and agreeing best way forward with the client.
- Recommending appropriate insurance protection and sourcing from available providers.
- Arranging for the completion of relevant applications, referring to other advisers for sign off (if appropriate).
This will be a busy role and you will need to ensure that leads are quickly contacted, efficiently progressed and that you consistently deliver a positive customer experience.
Other key tasks may include:
- Diarising contact to follow-up leads that are seeking help in the future.
- Robustly contact diary leads in a timely fashion to progress or re-diarise as appropriate.
- Communicate and establish courteous relationships with all clients
- Build strong relationships
- Act as a strong advocate for the company and a role model to colleagues
- You will benefit from full Admin Support, however you may be required to carry out administrative tasks from time to time.
