About the job
Limetree is an established whole of market mortgage brokerage based in Cambridge.
An exciting opportunity has arisen within our head office for a Senior Mortgage Adviser. The position is a full time role based in our offices in Histon. The successful applicant will report to company Director, Michael Taylor-Brown.
- Provide mortgage advice to new and existing customers in line with individual needs and circumstances, sourcing the best products from the whole of market.
- Review client’s protection requirements to ensure most suitable arrangements put in place for the client’s requirements.
- Provide clients with comprehensive recommendation packs, including KFIs and supporting documents, in line with the company’s best practice.
- Package cases through to submission, ensuring completion of compliant files in line with the company sales process.
- Updating client records on internal systems, in line with the company’s record keeping and file requirements
- Build strong and trusted customer relationships and ensure a high level of customer satisfaction
- Working to industry and company compliance and regulations.
- Adhering at all times to the principles of “treating customers fairly”
- Developing appropriate relationships with lenders
- Maintain and document CPD in line with company and FCA requirements
What we require from you:
- CeMap or equivalent
- CAS – Competent Advisor Status
- Whole of Market experience
- Track record of dealing with a range of varied client needs and mortgage types e.g. interest-only borrowing, lending into retirement, debt consolidation, second charges, Limited company.
- Strong understanding of mortgage and protection products and legislation
- Excellent communication skills in order to deal professionally and competently with third parties, clients and the administration team
- Self motivated, able to prioritise and manage time productively
- Dedicated and committed to achieving targets
What we provide you:
- Trusted brand in mortgage advice in Cambridge area
- Ongoing training and support
- State of the art back office system with administration support
How to apply:
Send CV and covering letter.Apply now