31mo ago

Applied - SEA Brokers

GBRemotemid

Other

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Quick Summary

Key Responsibilities

To provide a mortgage advice service to clients. Identify and contact potential clients. Gather sufficient client information and identify client needs.

Technical Tools

Other

You have a strong track record as an employed or self-employed mortgage advisor
You are self-sufficient and have an ambition to grow
Sstrong sales skills
Client service is paramount for you
Strong communication skills
Self-motivated

Responsibilities

~1 min read

→To provide a mortgage advice service to clients.
→Identify and contact potential clients.
→Gather sufficient client information and identify client needs.
→Analyse information gathered and undertake sufficient research to make suitable recommendations.
→Complete all supporting documentation in an accurate manner.
→Ensure that the level of service, as agreed with each client, is delivered in a timely manner.
→Attain and maintain competent status as defined by the FCA and the firm.
→Keep up to date with new products, technical or legislative changes within the marketplace.
→Always comply with the Compliance and Training & Competence Schemes/Procedures of the firm.
→Always comply with the requirements of the Financial Services and Markets Act 2000 and the FCA’s Principles, Rules and the Code of Practice for Approved Persons.
→Maintain performance standards in accordance with those outlined in the Key Performance Indicators section of the firm’s Training & Competence scheme.
→Via self-assessment and feedback, identify Continuing Professional Development (CPD) needs to maintain and enhance Competent status and undertake appropriate activity to meet those needs.