Mortgage Advisor

Our Douglas-based client is a long established financial advisory group. Owing to growth within the business and in order to manage the high levels of referrals, they require an additional Mortgage Advisor.

Reporting to the Mortgage Manager, you will join an established and experienced team of Mortgage Advisors with duties including:

• Providing Mortgage advice to clients both face to face, via e-mail and by telephone
• Processing and submitting Mortgage applications
• Liaising with other team members and providing support and assistance where required
• Providing advice on life assurance, critical illness cover and health protection products
• Processing and submitting insurance applications
• Contribute to team discussions regarding business development, new processes, company updates, charity/social events etc
• Providing clients with a high level of customer service in all communications
• Using computer applications such as Word, Excel, Access and on-line quoting systems

The ideal candidate for the role of Mortgage Advisor will have:

• Previous mortgage experience and be qualified to CeMAP level or equivalent
• Be friendly and personable, with the ability to work closely with an established and highly experienced team as well as having the ability to work by yourself
• Be well organised, great at customer service and happy to meet and advise clients on a regular basis both face to face and over the phone

Desirable:

• Ideally have worked with one of the local lenders and gained experience which would be useful but not essential as full training will be given on the whole range of mortgage products available from all lenders