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WIS MORTGAGES is looking for employees for positions:
mortgage advisor
mortgage advisor
Working hours
full-time
Responsibility
you will initially work with the Principal Advisor and progress to achieve CAS - Competent Adviser Status
training on systems and internal processes will be provided. A good knowledge of the Mortgages Industry is required
an exciting opportunity has arisen to join an expanding Mortgage Broker, as Mortgage Advisor, you will provide a start-to-finish service to our Clients in their Mortgage and Protection requirements
carry out other general administration duties as required
gather all documentary evidence from Client and complete the Client file. Ensure all applicable FCA rules and guidance are adhered to in preparation of the case
maintain our high standard of integrity, customer service and follow strict procedures
undertake research to find a suitable Mortgage and Protection product for the Client
Requirements
relevant Degree in the Finance sector
masters degree and a accountancy professional qualification such as CIMA, ACCA
fully CeMAP qualified
majority of our Clients are self-employed; thus, a good knowledge of Accountancy is necessary
at least 2 years’ experience working in the Mortgages sector
excellent numeracy skills
excellent communication and report writing skills
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