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About the Role
As a Mortgage and Protection Adviser, you will assist clients through their mortgage and protection journey by providing expert advice tailored to their needs and financial circumstances. You will play a pivotal role in helping clients achieve their home ownership goals. This role is a 12-month contract with the potential for a permanent position.
Responsibilities
- Successfully convert incoming residential and buy to let leads, complete repeat business and generate initial fee revenue from mortgage business.
- Advise incoming leads on protection and help them secure coverage that is right for them.
- Develop a collaborative relationship with other areas of the business to help grow the Mortgage and Protection department.
- Consistently provide a high level of service to all customers to achieve customer goals and to ensure a seamless advice and application process is delivered, which results in positive customer outcomes.
- Maintain both knowledge and competency of the full range of mortgage and protection products offered to new and existing customers ensuring that the best customer outcomes are achieved.
- Be proactive with continual professional development of the mortgage and protection market along with the wider financial industry.
- Ensure all policies and procedures are adhered to and all communication with customers meets regulatory requirements.
- Be proactive with improving existing procedures and introducing new procedures to ensure the Mortgage and Protection department is running as efficiently as possible.
- Drive mortgage and protection revenue growth by converting incoming leads, generating repeat business, and maximising initial fee income through efficient case management and strong client relationships.
- Deliver outstanding, compliant customer outcomes by providing a seamless advice and application journey, maintaining high service standards, and ensuring all regulatory and policy requirements are consistently met.
- Strengthen collaboration, capability, and operational efficiency by building productive cross-team relationships, maintaining up-to-date product and market knowledge, and proactively improving processes within the Mortgage and Protection department.
Requirements
- Minimum CeMAP qualified.
- Minimum of 2 years experience working as a mortgage adviser on a whole of market basis on both residential and buy to let and advising on protection including life insurance, critical illness and income protection.
- In-depth knowledge of the mortgage and protection industry, regulations, and mortgage products available in the market.
- Remain compliant – measurements include; Business Quality Assurance (BQA) grades, CPD, complaints upheld, Risk Events, etc.
- Work in a consistent and compliant manner to FCA standards.
- Good technical knowledge of FCA regulations.
- Background checks will be conducted, covering adverse financial and unspent convictions.
Skills
- Excellent interpersonal and presentation skills.
- Outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format.
Location
- Hybrid working
Work Type
- 12-month contract
- Full-time
Experience Level
- 2+ years experience as a mortgage adviser
Education Level
- CeMAP qualified
Salary/Compensations
- £40,000 to £43,000 DOE
Benefits
- Hybrid working with 3 days in the office each week (Tuesday - Thursday)
- 18 days a year working from anywhere
- Performance-based bonus
- Opportunity to participate in Share Incentive Plan
- Company pension
- Private medical insurance
- Enhanced parental leave and Return to Work coaching
- Birthday day off
- Mission driven focus
- Supportive team
About the Company
- Octopus Money is on a mission to become the most recommended financial services business in the UK.
- Octopus Money brings together financial planning, investment expertise and smart technology so people can understand their options and take action with confidence.
- Octopus Group is a privately-owned business that's spent 25 years doing things differently, building businesses designed to outlast it.
- Octopus Group enables entrepreneurship through its Springboard program, allowing employees to pitch ideas for funding.
Equal Opportunity
- We believe in equal financial education for everybody, no matter their background. The same goes for opportunities within our team.
- We pride ourselves on building an inclusive working environment where diversity is celebrated.
- We do not and never will discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.