Product Features
Blog
Contact Us
Sign In
The Curve Group
,
Milton Keynes, Buckinghamshire
Direct Adviser
|
|
Job Type: Full-time |
|---|
Overview
About the role To provide customers (UK/Expat/International) with a full advice and recommendation service for Home Finance. Working in accordance with the Banks values, scope of service, regulatory and compliance requirements whilst maintaining excellent customer satisfaction. To source and progress Regulated (Home Purchase Plan) and Non-Regulated (Buy To Let) home finance applications through to completion. Key responsibilities Generate telephone appointment activity in order to achieve new business goals and track potential customers and follow up enquiries. Recommend the most suitable product, term and payment method to suit the customer's needs, priorities and circumstances Provide a high quality service to customers in a compliant manner Complete extensive due diligence on home finance applications adopting a host of credit assessment skills to recommend the basis on which risk is taken. Development of existing customer relationships to ensure business retention and growth Skills required Previous experience in a Mortgage advisory capacity (minimum 12 months) Candidate must have competent adviser status Experience within the specialist Buy To Let mortgage sector. A detailed understanding of banking credit processes Proven ability to extract key financial information for individuals, partnerships and companies Excellent telephone manner Computer literate with an ability to work with common IT platforms Team player and excellent relationship builder Driven, self-motivated and enthusiastic. Additional Details We offer highly attractive reward package; the typical benefits include: 25 days holiday entitlement increasing with service Pension Plan Private medical insurance Group dental insurance