MortgageandProtectionAdvisorPermanentpositionBasedinGlasgowonsiteWearecurrentlyseekingamotivatedanddetail-oriented MortgageandProtectionAdvisor tojoinourclientsteam. AsaMortgageAdvisor,youllplayakeyroleinhelpingindividualsandfamiliesfindtherightmortgageandprotectionsolutionstailoredtotheirneeds.Youllguideclientsthroughtheprocessfrominitialenquirythroughtomortgageoffer,workingcloselywithlendersandotherkeypartners.KeyResponsibilitiesDelivertailoredmortgageandprotectionadvicebasedonclientsfinancialsituationsandgoals.Handleenquiriesthroughvariouschannels:phone,email,video,andin-person.Maintaindetailedandcompliantclientrecordsthroughoutthemortgagejourney.Recommendsuitableproductsfromacomprehensiveorwhole-of-marketrange.Liaisewithlenders,underwriters,estateagents,andsolicitorstoprogresscasessmoothly.Keepup-to-datewithcurrentmortgagerates,lendingcriteria,andregulatoryupdates.Workproactivelyduringboth6-dayand4-dayworkingweeks,includingSaturdays.RequirementsCeMAP(orequivalent) qualificationessential.Experienceinadvisingonmortgagesandprotectionproductspreferred.Confidentcommunicatorwithacustomer-firstmindset.Organised,self-motivated,andcapableofmanagingabusycasepipeline.Comfortableworkingona rotatingschedule thatincludesweekends.Proficientinusingmortgagesourcingtools,CRMsystems,anddigitalcommunicationplatforms.
TPBN1_UKTJ…