Mortgage Adviser (MA)

HSBC; Liverpool City Region; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

HSBC seeks a Mortgage Adviser to deliver tailored mortgage and related protection advice to customers within a hybrid work model. This role emphasizes relationship-building, compliance, and customer-centered service, requiring relevant qualifications in mortgage advice to succeed.

Benefits

Private healthcare for all UK employees

Improved maternity and adoption pay

Contributory pension scheme

Qualifications

• Must already hold RO1 / CF1 and CF6 or CeMAP or equivalent.
• Experience in the Mortgage and Lending environment.
• Ability to communicate confidently and professionally.

Responsibilities

• Provide personalized mortgage advice to customers.
• Develop and strengthen customer relationships.
• Recognize wider financial planning needs and refer as necessary.

Skills

Communication

Customer Relationship Management

Education

RO1 / CF1 and CF6 or CeMAP or equivalent

Job description

As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, improved maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

The Mortgage Adviser will provide a range of services to HSBC customers supporting key life events such as buying a first home and home improvements. This service is offered in the branch location.

The Mortgage Adviser will establish and grow our mortgage and protection business and will provide a professional advice service to both new and existing customers. Key to the role is the delivery of high quality, customer driven service by identifying customer needs for mortgage and mortgage related protection products and provide advice and services to meet those needs.

You will:

• Provide an agile and flexible service to customers to meet their needs within their channel of choice.
• Listen to customers to identify and understand their current and future mortgage and protection needs, helping them to achieve a mortgage package that is fully tailored to their individual needs.
• Recognising the wider financial planning needs of individual customers and making referrals to other areas of the bank, where their wider needs can be met.
• Proactively developing and strengthening customer relationships and, in doing so, generating new business responsibly.
• Apply the principles of Treating Customers Fairly to everything you do.
• Develop and build effective working relationships with key stakeholders within and outside of the immediate business area`.

Requirements:

• As an Adviser you must already hold RO1 / CF1 and CF6 (or CeMAP or equivalent)
• Communicate confidently and professionally with customers.
• Seeking out and building on effective working relationships with key stakeholders within and outside of the immediate business area.
• Delivery of satisfactory compliance and quality measures.
• Have experience of personally complying with business processes, rules, and regulations
• Track record in the Mortgage and Lending environment.
• Flexible working with a working pattern to support operating hours of 8am-8pm Monday -Friday and 9am-6pm Saturday and Sunday.

This role is being offered as hybrid working. You must be in commutable distance from our Manchester, St Anns Square, Branch.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Email: [e-mail]

Telephone: [phone]

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