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This is a lovely opportunity to join a respected and established financial services provider with a positive and inclusive culture where they are committed to achieving for the customer. Reporting to Mortgage Advice Manager you will be CeMAP qualified and provide a fully compliant advised service to new and existing members in relation to mortgage contracts, both new and variations. You will be taking responsibility for the customer journey from enquiry to completion and beyond, focussing on the best possible customer outcomes. On occasion you will provide face to face advice in branch.
Key Responsibilities of the Mortgage Advisor• Assist the customer journey from initial enquiry through to completion and beyond. • Provision of a comprehensive mortgage advice service to carry out mortgage interviews for new and existing customers. • Pro-actively work towards mortgage growth with a sales performance that positively contributes towards The Society business objectives for both new and existing mortgage customers. • Positive promotion of the Loughborough brand and proactively seek new and repeat business and customer referrals. • Carry out all interactions with others with a 'can do’ attitude, going over and above in the interest of good customer service, both for internal and external customers • To meet and exceed service and accuracy standards ensuring all documentation is accurate, timely, clear and compliant. • Ensuring all advice is compliant in adherence to the Society Training and Competency Regime.
Knowledge and Experience• Must be CeMAP qualified. • Experience of providing mortgage advice and account administration across a wide range of mortgage product types either face to face or telephone based. • Regulatory knowledge including but not limited to FCA, TCF, MCOB and Consumer Duty • Ability to assist to supervise a team and assist with certification regime requirements.• Strong planning and organisational skills: Ability to effectively plan, prioritise tasks, and deliver high quality, accurate, effective, and timely work
Benefits include:• Flexible working - a great work / life balance with flexible working scheme and Hybrid working patterns. • Rest and relaxation - 25 days holiday plus bank holidays, increases with length of service. • Health benefits - Bupa, Help@Hand, Mental Health First Aiders, company sick pay scheme, wellbeing day. • Life Assurance - 4x salary death in service benefit. • Employee pension scheme through Aviva with 7% company contributions, increasing to 12%• Performance Bonus
