The Position
We are seeking either a qualified or part qualified Mortgage & Life Insurance Advisor (or with relevant experience but have yet to start studying) to join the team at Cherry Godfrey, to provide a first class Mortgage & Life Insurance service to our clients.
Responsibilities
You will be joining a small team, working to evaluate and prepare mortgage and life insurance applications for approval, having reviewed the clients financial status, repayment options, the market offerings available to them and providing excellent customer service from start to finish.
- Liaise / Correspond directly with clients/stakeholders.
- Meet with applicants to obtain and discuss information
relating to mortgage and life insurance applications and to answer questions
about the process within qualification scope. - Evaluate and prepare relevant applications in line with
Policies and Procedures. - Answer queries relating to current and potentially new
customers within qualification scope. - Comply at all times with legislation and Policies and
Procedures. - Undertake regular solicitation.
- Manage the mortgage and life insurance portfolio including
updating daily activity records. - Provide timely quotations within qualification scope.
- Attend training programmes and engage in personal study to
develop relevant knowledge, techniques and skills. - General administrative duties and updating of
Group databases.
Experience
Proven experience working as a Mortgage Advisor or Life Advisor or equivalent.
Candidates would also be considered if they are keen to study towards the relevant qualifications and have relevant experience working within the mortgage or life insurance sector.
Skills & Qualifications
Hold a Certificate in
Finance Services (Cert CII) qualification or equivalent, or be studying towards.
Hold a CeMap or
Certificate in Mortgage Advice qualification or equivalent, or be studying towards.
Benefits
Competitive salary, Private Medical Insurance, Life Insurance, Pension, 25 days holiday, Company Bonus Scheme