Mortgage Advisor - Branch & Outreach

Barclays UK; Ipswich; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services provider is searching for a Mortgage Advisor to join their branch-based team in Ipswich. You will play a crucial role in delivering expert mortgage advice while managing customer appointments mainly face-to-face. The ideal candidate will possess strong customer service skills, attention to detail, and the ability to foster relationships. You will work across multiple branches and be expected to adapt to varying customer needs. This position operates within regulated guidelines to ensure compliance.

Qualifications

• Proven ability to manage time effectively and prioritise tasks.
• Exceptional attention to detail for accuracy and quality.
• Experience in providing excellent customer service, both face-to-face and over the phone.
• Ability to build and retain relationships with various stakeholders.
• Adaptability to changing demands in the role.

Responsibilities

• Deliver expert mortgage advice and outstanding customer service.
• Manage customer appointments focusing on new lending and mortgage enquiries.
• Provide coaching and development for stakeholders.
• Identify and pursue additional mortgage business opportunities.
• Participate in training sessions to enhance product knowledge.

Skills

Time management

Attention to detail

Customer service experience

Relationship building

Change management

Education

CeMAP Qualification

Tools

Customer management software

Job description

A leading financial services provider is searching for a Mortgage Advisor to join their branch-based team in Ipswich. You will play a crucial role in delivering expert mortgage advice while managing customer appointments mainly face-to-face. The ideal candidate will possess strong customer service skills, attention to detail, and the ability to foster relationships. You will work across multiple branches and be expected to adapt to varying customer needs. This position operates within regulated guidelines to ensure compliance.