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Mortgage Advisor Support

Leeds, Yorkshire
£21,000 to £24,000
Job Type
6 Sep 2022
Brooke Harrison Recruitment have an exciting opportunity for a Mortgage Advisor Support to join the team. Location: Leeds Salary: £21k - £24k + Bonus, healthcare, pension, Birthday off! Contract: Full time working, 37.5 hours per week, flexible working Mortgage Advisor Support The Role: Brooke Harrison Recruitment are looking for the next telesales professional to provide support daily in the absence of advisors. To manage effectively the pipeline and passed to advisor queues. Support on Plan Ahead and where Follow Ups are needed to be covered. This role would suit somebody who has the CeMAP qualification who would like to get into Equity Release or a telesales professional who would like a career path and qualifications. We are looking for somebody with 12 months experience in an advised or Customer Services role within the field of regulated financial services. Mortgage Advisor Support Key Responsibilities: To manage the pipeline and PTA of absent advisors daily to improve days to offer/completion Improving the performance of Plan Ahead through efficient hot keying leads to the Plan Ahead team from valuation and offer calls Upselling Plan Ahead where this has not taken place on the initial advised call Identifying potential sales leads and pre qualifying these and passing to the sales floor Conduct any follow up call where required Ensuring that records are kept appropriately in line with the company s record keeping and file quality requirements Contacting clients upon receipt of equity release offer and communicating the outcome of property valuations where determined by the company s designated sales process Adhering at all times to the principles of treating customers fairly Developing appropriate relationships with lenders CeRER (or equivalent) training may be provided to the appropriate candidate where necessary Mortgage Advisor Support- You A minimum of 12 months experience in an advised or Customer Services role within the field of regulated financial services The ability to work on individual initiative whilst fitting in to a vibrant and enthusiastic team environment Evidence of sustained management of cases and compliant practice Excellent written and verbal communication skills The ability to manage time efficiently A caring and empathetic approach Experience of telephone based financial advice/Customer Service Experience of regulated equity release sales/ Customer Service Mortgage Advisor Support- Benefits Well established company by delivering world class customer experiences, continually innovating and embracing digital technology to make dealing with the company both efficient and engaging. New offices based in Leeds with 25 days holiday + Bank Holidays and Birthday Day off! There is a holiday purchase and selling scheme, up to 5 days per year - Cash healthcare plan - Cycle to work scheme - Life assurance - Gym discounts - Discounts at The Springs - Enhanced maternity and paternity pay - and more
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  • Job Reference: 705458722-2
  • Date Posted: 6 September 2022
  • Recruiter: Brooke Harrison Recruitment
    Brooke Harrison Recruitment
  • Location: Leeds, Yorkshire
  • Salary: £21,000 to £24,000
  • Bonus/Benefits: Bonus
  • Sector: Accounting
  • Job Type: Permanent