Mortgage Advisor F2F reference: 0000069583

Mortgage Advisor Opportunity: Chart Your Course in Financial Expertise

For ambitious professionals seeking a dynamic career in financial services, this Mortgage Advisor role presents a compelling opportunity to blend customer interaction with strategic advisory. As a full-time, branch-based team member, you'll be at the forefront of delivering expert mortgage advice and exceptional service, playing a pivotal role in guiding clients through significant financial decisions.

Key Advantages for Your Career Development:

• Direct Client Impact: Engage in approximately 3 customer appointments daily, addressing a spectrum of needs from new lending to buy-to-let and comprehensive protection enquiries. This hands-on experience builds invaluable client relationship management skills.
• Diverse Clientele and Needs: Manage a varied caseload, ensuring you develop a robust understanding of different mortgage scenarios and client aspirations, broadening your expertise within the mortgage landscape.
• Relationship Building and Business Growth: The role emphasizes building trusted relationships through both scheduled appointments and your own proactive outreach. This fosters entrepreneurial skills and the ability to identify and capitalize on new business opportunities.
• Stakeholder Development: Beyond client engagement, you'll have the opportunity to coach and develop key stakeholders, enhancing your leadership and influence within the organization.
• Continuous Learning and Expertise: This position is ideal for those who thrive on deep-diving into product knowledge, acting as a Subject Matter Expert (SME) in mortgages and life assurance. You'll bridge the gap between product development, sales, and customer service, offering a holistic view of the financial product lifecycle.
• Structured Development: The description highlights a commitment to continuous improvement and encourages the development of technical expertise. For those with leadership aspirations, there's a clear pathway to demonstrate and cultivate leadership behaviours.
• Regulatory Alignment: The role's designation as a "Certified role" under PRA & UK Financial Conduct Authority regulations signifies a commitment to professional standards and may involve mandatory regulatory qualifications, ensuring your skills remain current and highly valued.
• Collaborative Environment: Work closely with colleagues and key stakeholders, fostering a team-oriented approach to delivering outstanding service and solutions.

Key Considerations for Potential Candidates:

• Flexibility in Working Hours: Be prepared for a flexible working schedule, with operational hours spanning from 7 am to 11 pm, Monday to Sunday. This requires strong personal time management and a commitment to meeting service demands.
• Travel Requirements: This role involves travel between branches, specifically dedicating 3 days to the Ipswich branch and 2 days to the Bury St Edmonds branch per week. Effective planning and adaptability are essential.
• Proactive Engagement: While customer demand fuels many appointments, a significant portion of your success will hinge on your own outreach efforts. A proactive and self-motivated approach to business development is crucial.
• Industry Knowledge: While some industry knowledge is valued, holding a CeMAP Qualification or experience as a Consumer Mortgage Expert (CME) would be highly advantageous. The role also involves staying abreast of market trends and regulatory changes.
• Adaptability and Change Management: The financial services landscape is constantly evolving. The ability to effectively manage change and adapt to new demands is a critical competency for success.
• Analytical and Problem-Solving Skills: You will be expected to analyze data, identify trends, and resolve customer inquiries, often requiring evaluative judgments and the application of acquired technical experience.
• Alignment with Core Values: Candidates should demonstrate a strong alignment with the organization's values of Respect, Integrity, Service, Excellence, and Stewardship, and embody the Empower, Challenge, and Drive mindset.

This Mortgage Advisor position is more than just a job; it's an opportunity to cultivate deep expertise, build meaningful relationships, and contribute significantly to clients' financial well-being, all within a structured and supportive environment committed to professional growth.