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Mortgage and Protection Advisor - Croydon

Mortgage and Protection Advisor - Croydon

(Home Based/ Flexible Home working)

Permanent Full Time Role

Salary £20k - 30K D.O.E, (OTE 70K) Plus generous benefits package, Inc.

a BMW or Volvo company Car or car allowance.

Key words: Mortgage and Protection Advisor/ Mortgage Broker/ Mortgage Advisor/ CEMAP

The Company

Our client has the enviable reputation of being the UK'S leading new homes specialist.

They specialise in facilitating the sales of new homes working with housebuilders, lenders and a nationwide network of estate agents.

They offer a broad range of Mortgage Services together with Part Exchange, and Assisted Move.

They work with most of the UK's top 20 housebuilders.

The Role

No Cold Calling required, you will be provided with prequalified appointments scheduled throughout your working week.

Arrange mortgage and mortgage related products on behalf of The New Homes Group customers.

Ensure all appointments are followed up and managed in a timely manner.

Undertaking both face-to-face and telephone fact-finds as required.

Diligent and focused on providing the highest level of mortgage advice to our Housebuilder clients.
Diligent and focused on providing the highest level of service to our House Builder clients
following the mortgage sales process, ensuring full compliance at all times.

To meet and maintain compliance with all competency guidelines.
Focused on agreed sales targets and key performance indicators.
Visit and maintain relationships with Introducers.
Ensure that all documentation is current and up to date.
Ensure that requirements of the Training & Competency Scheme are met.
Keep up to date with products changes and regulatory requirements.

Ensure that all current regulation guidelines are met.
Ensure Money Laundering Guidelines are adhered to.
Ensure the requirements of GDPR are met.
Ad hoc duties as and when required by the Sales Director or Senior Management Team.
Smart and well presented at all t