Application submitted

Mortgage Advisor

  • Excellent commission splits
  • Maidstone, Kent
  • Clark James Ltd
Apply

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
  • Posted on: 23/05/2020 10:52
  • Reference: JPCJ307