Mortgage Advisor

Job not on LinkedIn

🔥 0 minutes ago

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Perspective (North East) Ltd

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 1985

💸 Finance

👥 B2C

🤝 B2B

Finance • B2C • B2B

Perspective (North East) Ltd is part of Perspective Financial Group and operates as a regional independent financial advisory (IFA) office offering expert financial planning and wealth management advice to individuals, companies, and trustees. The company provides personal financial planning, corporate financial planning and advisory services for IFA firm succession/strategy, and is FCA-authorised through its group offices. Perspective (North East) Ltd is embedded in a nationwide network (70+ offices, 900+ staff, serving 25k+ households) with over 35 years’ experience and runs a training initiative (Perspective Academy) to develop staff.

📋 Description

• Provide mortgage advice • Assess clients’ financial positions, understand their needs, and recommend appropriate mortgage solutions • Provide advice on protection products • Assess clients’ financial positions, understand their needs, and recommend appropriate protection solutions • Ensure all advice complies with FCA requirements, Consumer Duty, and other relevant industry rules and regulations • Cultivate the client base and build relationships • Drive organic growth and generate new clients • Keep up to date with industry developments, products, technical changes, and legislative changes in the mortgage and protection marketplace • Research the market to ensure knowledge remains current • Comply with all requirements of an FCA certified function holder • Complete CPD on a rolling 12-month basis to the required standard • Maintain performance standards in accordance with Consumer Duty outcomes and Training and Competence procedures • Maintain SPS via a recognised body • Undertake additional responsibilities considered reasonable by the Company

🎯 Requirements

• Accuracy, attention to detail and the ability to explain complex information clearly and simply • Strong communication skills and the ability to ask appropriate questions of clients • Good analytical skills, money management skills and planning skills • Enthusiasm and willingness to assist clients • Ability to manage own workload • Flexible/adaptable to cope with change • Motivated, friendly and professional at all times; provide impartial unbiased advice • Excellent time management to ensure appointments are scheduled with realistic time frames • Professional manner when dealing with colleagues/stakeholders • Ability to work as part of a team, collaborating with the local team and wider business • Detailed understanding of the advice process • Detailed understanding of the mortgage and protection market • Detailed understanding of products and solutions to meet client needs • Up-to-date knowledge of the financial marketplace • Good understanding of regulatory requirements, including Consumer Duty, GDPR, and anti-money laundering requirements • Holding and maintaining appropriate qualifications to undertake the role (CeMAP or equivalent) • Maintaining SPS via a recognised body

🏖️ Benefits

• 25 days holiday (exc. Bank holidays) • Holiday Purchase scheme • In-House Training Academy • Annual Salary Review • Day-off on Birthday • Life Assurance & Pension