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.
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.
Previous Mortgage Advising experience
Proven sales experience
Have good all round technical knowledge
Good working knowledge of compliance requirements
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
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.