Mortgage Adviser

Location

Gloucester, Gloucestershire | United Kingdom

Job description

Working hours: 35 hours per week, Monday to Friday

Duration: 12 month maternity cover

Location:  Gloucester

Job Ref: 202232

About the role

Ecclesiastical Financial Advisory Services , who are proudly part of  Benefact Group , an experienced Mortgage Adviser (Certificate in Mortgage Advice qualified or equivalent) to join our Gloucester based team.

The ideal candidate will have proven experience in providing an independent whole of market mortgage broking and advice service and will already hold retail customer certification status.

This is a fantastic opportunity to join a forward-thinking business, that is looking to maintain its position as a trusted mortgage adviser to our target market and to further promote and grow the mortgage advice service that EFAS provides to the core customers of Benefact Group. The role is predominantly telephone and videoconference based.

Key responsibilities

• Develop and maintain relationships with existing, new and prospective mortgage customers in order to achieve agreed business and personal objectives
• Provide a fully compliant end to end independent whole of market mortgage advice service in accordance with all appropriate regulations and standards of service whilst maintaining professional standards at all times
• Maintain accurate up to date documentation and records for all activity and client work undertaken, including preparation of suitability reports, ensuring that office systems are followed and updated at all times
• Work effectively and collaboratively with other EFAS team’s and team members
• Provide effective representation of EFAS and customers on external forums including client seminars and meetings with key stakeholders and lenders, as required.

Knowledge, skills and experience

• Proven experience as a whole of market mortgage adviser advising on a full range of mortgage solutions (advisers currently working with a limited range of products also considered)
• Track record of delivering business and personal objectives
• Experience of using mortgage source systems such as Mortgage Brain
• Experience of using financial adviser back-office systems such as X-plan or Intelligent Office
• Must hold and maintain Certificate in Mortgage Advice (or equivalent)

What we offer

• A competitive salary - let's discuss it
  
• Flexible working
  
• Group Personal Pension - up to 12% employer contribution
  
• Generous annual bonus scheme up to 24%
  
• 25 days annual leave plus bank holidays, and a holiday buy and sell scheme
  
• An array of health and wellbeing benefits, including private healthcare, income protection and life assurance
  
• Up to £300 annual personal grant to a charity of your choice
  
• Encouraged to take at least one volunteering day per year
  
• Employee Assistance Programme
  
• Full study support to gain professional qualifications

About us

Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and are currently the UK’s 3rd largest corporate donor, having given away £200 million since 2016. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.

We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.

At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.

If you need any additional support during the recruitment process, then please let us know.

Job tags

Salary