Mortgage & Protection Adviser

Salary: £30,000 – £48,000 per year

Our client provides Financial Services and is a well-known and respected firm specialising in the management of pensions and investments, and mortgages and protection, based in Leicester and they are currently looking for a Mortgage & Protection Adviser to join their team.

Relevant skills and knowledge

• The requisite technical knowledge and qualification required for the role (e.g. CeMap, lifetime mortgage, home reversion plan qualification)
• Detailed knowledge and understanding of the firm’s advice procedures including record keeping requirements
• Provision of mortgage advice and services to clients in a compliant manner as detailed in the firm’s compliance manual and procedures

General responsibilities

• Always conform with the Financial Services and Markets Act 2000 and the relevant FCA rules and guidance.
• Always comply with the relevant compliance, TCF, T&C and financial crime (antimoney laundering, data security, anti-bribery, fraud and corruption) procedures of the firm.
• Keep up to date with all relevant product, legislative and technical changes

Specific responsibilities

• Prospect and contact potential clients in accordance with the firm’s business plan and supervisor’s guidance
• Ensure sufficient client information is obtained and analyse the information gathered
• Undertake sufficient whole of market product and market research
• Ensure suitable recommendations are made
• Ensure all supporting documentation is maintained
• Attain and maintain a level of competence as required by the firm
• Maintain all standards of performance as required by the firm
• Ensure relevant CPD is maintained and recorded accurately

Salary: £30,000 – £48,000depending on experience, qualifications etc.