Mortgage Broker Guildford

Deverell Smith ,
Guildford, Surrey
More Details
Job Type: Full-time
Salary: £17,000 per annum

Overview

Are you an experience Mortgage Consultant looking for that next step in your career? Do you want to be a part of a growing fantastic team? Do you wanted to work for the world's largest privately owned global real estate agency? A very exciting opportunity has arisen. My client is expanding there Mortgage team and want to hire the best consultants in the market The role will be responsible for provider a holistic service to all potential Finance clients based on advice and recommendation and being able to demonstrate that the client is central to the success of the business. As the business is regulated by the FCA the person will be held will be accountable for their responsibilities in giving advice and recommendation team regardless if the advice is regulated or unregulated. The role of the Mortgage Consultant will include: Making contact with all opportunities referred from the office Visiting your allocated office on a regular bases and networking for prospects Meeting the annual business plan agreed with line manager and business To complete a full Fact-Find on the CRM system to establish the client's current finances and future needs and preference, which demonstrates Knowing your client(KYC) and that the client is central to the advice and recommendation Explain the service clearly to a potential clients. The service we are and our regulatory status, our fee charging as pert the terms of business Provide the client with all required documentation as stated in the sales process Collecting and authenticating all the document required to support the advice and recommendation before submitting the application to the provider Ensuring that you follow the sales policy and procedures from initial client contact to completion, ensuring all client communication is documented on the CRM system to provide full audit trail All clients are verified and certified before submitting business to providers Attend weekly team sales meeting Attend monthly/Quarterly results meeting and present results in all targeted areas to your Sales Manager Support additional income streams Embrace company values and promote them effectively alongside the brand. Submitting a fully completed case on the CRM system with supporting email correspondence and documents to admin within 3 working of submitting and a fully completed consultant check list Accountability: The advice and recommendation regardless of regulated or unregulated Sending a suitability letter to all clients in the transaction All documentation to support the advice and recommendation Adhere to the AML policy and report any potential risk to the Compliance officer Adhere to the Data protection policy, which means maintain a clear desk policy Ensure all remedial action is action within 7 days All notes and documentation are added to the company CRM system Delivering to your annual business plan Any regulatory breach is reported to compliance Maintain product and industry knowledge to remain competent in the industry Mortgage documents to client: Terms of Business Completed fact Find All client to sign Declaration Specific KFI/ESIS/Illustration - evidence sent Suitability letter sent to client - evidence sent If this sounds like a position that you would be interested in then apply now. However if you would like to know more about this role, the responsibilities or the company then feel free to call Hannah Searle at Deverell Smith to discuss further

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