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Mortgage Advisor and Protection Specialist

Mortgage Matters

Widnes

On-site

GBP 25,000 - 35,000

Full time

9 days ago

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Job summary

A leading company in the mortgage sector is seeking a Mortgage Advisor and Protection Specialist. This entry-level role involves supporting customers through their mortgage applications, while receiving full support to progress in your career. With benefits including paid holidays, a structured career path, and other incentives, this is a great opportunity to launch your career in finance.

Benefits

33 days paid holiday
Pension
Life Insurance
Employee Assistance Scheme
Structured Career Path
Paid entry fees for charitable events

Qualifications

  • Brilliant at making customers feel valued.
  • Comfortable working to tight deadlines.
  • Professional and business-like.

Responsibilities

  • Conduct first appointments with customers.
  • Provide high-level administrative support.
  • Liaise with internal advisors and lenders for applications.

Skills

Customer service
Attention to detail
Hard working

Job description

Mortgage Advisor and Protection Specialist
Mortgage Advisor and Protection Specialist

1 day ago Be among the first 25 applicants

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Direct message the job poster from Mortgage Matters

Mortgage Matters - Wards of Kent

The Package:

Start Date: ASAP

Work Pattern: Monday to Friday 08-30am to 5-30pm

Benefits: 33 days paid Holiday, plus a day off for your birthday , Pension, Life Insurance, Company Rewards and Incentives , Employee Assistance Scheme, Structured Career Path, Paid entry fees for charitable events

This is a great opening to really get some hands on, practical experience and start your career in the mortgage business! We could see that, within time the progression of becoming a qualified MA, sponsored, and supported by us, would really be there for the taking.

Working alongside one of our best Mortgage Advisors, you will support and manage our customer’s journey and conduct first chats (Fact Finds) to support their mortgage application.

Arun Estates has over 100 branches across the Southeast and our Mortgage services team, (Mortgage Matters) is vital in providing our customers with additional services to help them move home. Locally known as Wards of Kent, we also incorporate Cubitt & West, Pittis on the Isle of Wight, and Douglas Allen in East London and Essex.

What will I be doing?

Conducting first appointments (Fact Finds) with our customers, building rapport and collating all details and requirements for their mortgage application

You will be providing a high level of administrative support while maintaining an excellent level of customer service to clients with the ability to provide regular updates and information

Liaising with our internal Customer Service Advisors, Lenders and team of solicitors to progress applications through to exchange and completion

Maintaining a compliant service in line with the Financial Services Authority and our obligations to/from clients under the Data Protection Act

What we’re looking for:

Brilliant at making our customers feel valued and appreciated

Comfortable working to tight deadlines with an excellent eye for detail (spotting potential issues with applications is vital)

Hard working, persistent, determined and energetic

Professional and business-like

Good with computers and IT

Why Join Us?

95% of our people enjoy their work

95% share our company values

92% think the company is a great place to work

92% feel valued by their directors

IND1

Apply via

https://www.careers.arunestates.co.uk/job/mortgage-and-protection-advisor-larkfield-012286?source=google.com

Seniority level
  • Seniority level
    Entry level
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Finance and Sales

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