PROSPERITY FINANCIAL SERVICES Salary

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  Henley-on-Thames
2 WEST STREET HENLEY ON THAMES RG9 2DU UNITED KINGDOM
TIN: 05322210
  Finance and Insurance
Rating of the company
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6 reviews in total

Earnings on positions in PROSPERITY FINANCIAL SERVICES

PROSPERITY FINANCIAL SERVICES is looking for employees for positions:

mortgage & protection adviser

Working hours

  • full-time | Part-time | Permanent
  • full-time | Permanent

Responsibility

  • the successful candidate will need to demonstrate professionalism and be comfortable dealing with clients, introducers, lenders and providers
  • the ideal Candidate will have at least 2 years' experience in a similar role and be confident on the telephone
  • send compliance paperwork to clients
  • booking appointments with clients for the Mortgage Adviser
  • calling and emailing solicitors for case updates
  • I am a Senior Mortgage & Protection adviser looking for an experienced Personal Assistant to work on a one to one basis to enhance my mortgage and protection business
  • liaise with Lenders, Insurance Companies, Solicitors and Clients ensuring all requirements are met and ensure all communications are logged on CRM
  • manage pipeline cases effectively and timely within agreed parameters

Salary

  • salary

Education

  • GCSE or equivalent

Requirements

  • administration: 1 year
  • administration: 2 years

mortgage adviser

Working hours

  • full-time | Part-time | Permanent

Benefits

  • mobile phone
  • laptop

Salary

  • salary

Requirements

  • excellent communication and listening skills
  • superior customer-service skills
  • ability to thrive in a pressured and fast-paced environment
  • to become a mortgage adviser you must successfully complete the Certificate in Mortgage Advice and Practice qualification which consists of three exams. Supporting material to study and pass will be provided
  • ability to clearly communicate at a high level
  • confidence working with numbers
  • the drive and motivation to meet targets
  • great time-management and prioritisation skills

administrator

Working hours

  • full-time | Permanent

Salary

  • salary

Education

  • GCSE or equivalent

Responsibility

  • sending customers compliance paperwork
  • booking appointments with clients for the Mortgage Adviser
  • calling and emailing solicitors for case updates
  • liaise with Lenders, Insurance Companies, Solicitors and Clients ensuring all requirements are met and ensure all communications are logged on CRM
  • manage pipeline cases effectively and timely within agreed parameters
  • dealing with all correspondence and producing standard letters, emails and reports
  • provide regular communication updates to the Adviser
  • be able to cover the office in the absence of the Adviser

Requirements

  • mortgage administration: 1 year