Sterling Cross Trading LLP

Mortgage and Protection Specialist

Would you like to join finance management team, where passion, professionalism, and people-centricity converge, empowering you to provide exceptional financial advice whilst building successful relationships with clients?

As a Mortgage and Protection Officer, you will play a pivotal role in providing specialist advice on a wide range of mortgage products and services available in the market.

Your primary responsibilities will involve researching the marketplace, understanding client needs, recommending appropriate solutions, and ensuring a seamless sales process.

Key Responsibilities:

  • Meet clients in person or via phone to discuss their financial situation and requirements.
  • Explain different mortgage options and help clients choose the most suitable products.
  • Assess clients' affordability and consider potential changes in interest rates or circumstances.
  • Provide guidance on mortgage protection and related financial products.
  • Assist clients throughout the mortgage application process.
  • Offer general advice on the home-buying process.
  • Meet sales targets while maintaining a high level of customer service.
  • Collaborate with mortgage lenders, estate agents, and valuers.
  • Stay updated on new mortgage products and regulatory changes.
  • Maintain client confidentiality and ensure compliance with industry rules and guidelines.
  • Understand and adhere to Financial Conduct Authority (FCA) regulatory requirements.
  • Cooperate with financial ombudsman enquiries or investigations, if required.

Required Qualifications and Skills:

  • Certificate in Mortgage Advice and Practice (CeMAP) is essential.
  • Excellent communication, interpersonal, and listening skills.
  • Ability to explain complex information clearly and concisely.
  • Strong networking and relationship-building abilities.
  • Ethical and professional approach to work.

If you are a motivated and dedicated individual with a passion for delivering exceptional financial advice and building long-term client relationships, we invite you to apply.

Westin Par values diversity and promotes equality.

No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010.

Candidates must be eligible to live and work in the UK.

For the purposes of the Conduct Regulations 2003, when advertising permanent vacancies, we are acting as an Employment Agency

Due to the high volume of applicants applying for all roles, we can only reply to candidates with the most relevant skills and experience.

If you have not heard back from us within 48 hours of your application, please assume that you have been unsuccessful on this occasion.

Do not hesitate to contact us about this or any other roles.

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