Mortgage and Protection Consultant

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September 4

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TMP The Mortgage People

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Finance • B2C

TMP The Mortgage People is a UK-based mortgage brokerage and advisory firm that helps homebuyers and homeowners with mortgage advice, affordability assessments, shared ownership purchases, and remortgaging. They offer online affordability calculators, phone and full assessments, and work with housing associations and lenders to support affordable housing transactions. TMP emphasizes a human, customer-focused service, is FCA-regulated through appointed representatives, and provides guidance and protection products while promoting sustainability and community charity work.

11 - 50 employees

Founded 2005

💸 Finance

👥 B2C

📋 Description

• Developing our business growth strategy with the Sales Manager and Managing Director to increase business volume and provide clients and introducers with extraordinary service • Looking after service level agreements with introducers – these could relate to turnaround times for contacting clients or other specific requirements • Recording all activity on our CRM system, including client contact, sales made and actions taken • Managing all planned and actual client appointments via the Outlook diary/CRM system • Conducting client financial and affordability assessments on behalf of our Housing Association Introducers • Identifying customer needs and wants through a professional and supportive full fact find • Advising on and selling the mortgage products available, ensuring those suggested are the best for the client’s individual circumstances • Offering advice on available protection products to ensure clients are fully protected in the event of death, critical illness and sickness • Aiding business development efforts by using your initiative to find alternative ways to sell TMP’s services to those clients who already have an allegiance to competitors • Working with the Client Account Management team to oversee and follow up on post sign-up work • Producing a weekly activity and production report for the Sales Manager, measuring performance against business volume targets, completion ratios and key performance indicators • Representing TMP at site open days, roadshows and events (including weekend events) • Participating in a weekend rota in order to provide telephone and on-site cover for Introducers • Ensuring understanding of regulatory responsibilities (i.e. treating customers fairly) and encouraging others to act in the right way

🎯 Requirements

• 1-3 years of experience in a similar role • A full CeMAP qualification • Good numeracy and literacy skills. Accuracy is really important • Computer literacy – full training will be given on our specialist software • Great communication skills (both written and verbal) and the ability to speak confidently on the telephone • A self-starter who is well organised and able to prioritise their own workload • Someone who is ambitious, enthusiastic and loves to work as part of a team

🏖️ Benefits

• Company pension scheme available