Home Finance Adviser

2MRW GROUP LIMITED; Birmingham; On-site; GBP 30,000 - 45,000; Full time

Job summary

A financial services firm in Birmingham is seeking skilled Home Finance Advisers to provide expert guidance on financial solutions. The role involves overseeing finance applications, ensuring compliance, and delivering exceptional customer service. Suitable candidates must have a strong understanding of Home Purchase Plans and Buy to Let finance. The position requires continuous professional development and a commitment to exceeding performance targets.

Qualifications

• Skilled in providing financial solutions tailored to customer needs.
• Experience with both regulated and non-regulated finance applications.
• Ability to conduct thorough due diligence on financial applications.

Responsibilities

• Oversee home finance applications to completion, adhering to SLAs.
• Provide tailored product and payment recommendations.
• Deliver high-quality, compliant customer service.
• Generate leads to achieve new business goals.

Skills

Home Purchase Plans expertise

Buy to Let finance knowledge

Risk assessment

Customer service

Market knowledge

Job description

Purpose of the Role

We are looking for two skilled Home Finance Adviser’s to join our dynamic team. In this exciting role, you'll provide expert guidance on Home Purchase Plans (HPP) and Buy to Let (BTL) finance, ensuring our customers receive the best financial solutions tailored to their needs. You'll also play a key role in promoting Islamic Bridge Finance, expanding our product offerings.

Key Accountabilities

• To oversee both Regulated (Home Purchase Plan) and Non-Regulated (Buy to Let) home finance applications to completion, adhering to SLAs.
• Provide tailored product, term, and payment recommendations based on customer needs and circumstances.
• Ensuring all finance applications adhere to policy and criteria.
• Deliver high-quality, compliant customer service.
• Conduct extensive due diligence on applications and assess risk.
• Achieve individual targets and contribute to the overall performance of the business, minimising risk.
• Continuously develop market and regulatory knowledge.
• Deliver continuous management information (MI), monitoring lead sources and their results.
• Generate leads and track potential customers to achieve new business goals.
• Achieve and maintain competence through continued professional development requirements.

Comply with the principles of Conduct Risk, Treating Customers Fairly,....