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Second Charge Mortgage Advisor

D&R Partners Recruitment Limited
Job LocationCardiff
EducationNot Mentioned
Salary25,000 - 35,000 per annum, negotiable, inc benefit
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Second Charge Advisor - Cardiff

  • Salary: up to £35,000 basic with uncapped earning potential
  • Award winning broker
Responsibilities:
  • To answer phone calls in a polite and helpful manner, being sure to direct calls to the appropriate colleague promptly, or taking and passing on clear messages whenever required.
  • To undertake initial advisor calls with potential clients to fact-find, recording the outcome of those conversations on our in house CRM systems
  • To source appropriate finance options from a dedicated panel of lenders using best practice.
  • Undertake the key research requirements into complex cases to ensure correct lender appointment from the outset
  • To pass our own Networks standards to achieve CAS Status (whether CAS status currently or not)
  • To meet with lenders on a regular basis to build relationships & stay up to date with criteria changes.
  • To proactively assist our clients and partner introducers to answer any queries they may have.
  • To review and check incoming application documentation.
  • To update internal spreadsheets/documentation with the required information accurately.
  • To maintain client folders, documentation, and in-house CRM systems, ensuring information is accu[1]rate and stored in line with our GDPR policies.
  • To identify inefficiencies and suggest processes to overcome them.
  • To generate own client leads as well as working with leads provided by the client
  • To proactively contribute to the achievement of both individual and company weekly, annual and monthly targets
  • To create engaging and informative posts on the companys social media pages.
  • To positively represent the company by attending training courses, networking events and lender meetings.
Knowledge and qualifications:
  • Full CeMAP qualified (1,2 & 3)
  • CAS Status preferred (minimum 2yrs experience)
Skills and experience:
  • Good standard of verbal and written English.
  • Exemplary approach to customer care and experience of working with a caseload of clients.
  • Excellent IT skills (Word and Excel essential).
  • Keen eye for detail, able to proofread documents and spot errors.
  • Able to work effectively as part of a team, with helpful attitude and strong communication skills. Able to prioritise tasks in accordance with urgency and importance.
  • Reliable with good time keeping skills.
Personal Attributes:
  • Positive, can-do attitude with a solution focused approach.
  • Well organized and methodical.
  • Committed to undertaking ongoing personal and career development.
  • Always willing to go the extra mile.
  • Flexible and adaptable to cope with the fast-paced and exciting nature of working for a start-up. Well-presented and dresses appropriately for an office environment with a friendly and positive attitude.
  • Self-motivated and confident to work unsupervised, asking questions if unsure in order to confidently complete tasks.
How to apply:Please apply now if you are interested to this job role and your CV will arrive in my inbox.*please note that all successful applicants will undergo relevant employment reference, financial and criminal record checks.

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