Poole Townsend Financial Services Ltd are part of the Poole Townsend Group which is an established, highly reputable firm offering comprehensive legal, financial and property services through their team of experienced and qualified professionals. Based in Barrow-in-Furness and with five offices across the Furness Peninsular and South Lakes, we are one of the largest independent solicitors, estate agents and financial service providers in the area. Due to our mortgage adviser retiring after 26 years with the company we are looking to recruit.
Mortgage Advisor – Barrow/Ulverston - Full Time (part-time considered for the right candidate)
We are seeking an experienced
Mortgage Advisor
to join our team. No cold calling here, leads will be generated for you through our in-house Estate Agency and existing clients with the focus being on giving your clients the best possible service. In this role, you will be responsible for providing expert advice on mortgages and related products to both existing and prospective clients, building long-term relationships. Your goal will be to maximize profitability while maintaining the highest standards of client service. About you:
You will be client focused – our clients are very important to us. You will be CeMAP qualified with a minimum of 1 year’s mortgage Advisory experience (preferably in the independent sector). You will be able to engage with people from all walks of life, understand their needs effectively to offer them the best advice, ensuring a smooth running and compliant application process. You should have strong knowledge of mortgage and protection products. You will be responsible for the performance of the Mortgage Administrator, including conducting performance reviews, so should have the ability to coach and develop others. You should be confident in using all the Microsoft Office suite and have pretty good IT skills so you can keep our systems up to date and get the most out of them. You like working in a team; supporting each other, working together and being flexible helps us to all be successful. What we offer:
We have a great team ethos and believe in having each other’s back and supporting each other to get the job done. We will provide the admin support, and the tools required to be successful. As an employer, we believe in creating a positive working environment where our staff feel valued and motivated. We are not a big corporate, we prefer the family feel! We offer a competitive salary + an attractive uncapped bonus scheme, Medicash, Staff discounts, Employee Assistance helpline and 22 days holiday plus statutory bank holidays and discretionary days at Christmas. The closing date for CVs is 9am on Monday 02nd December 2024. We reserve the right to close this vacancy early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible. Poole Townsend Financial Services Ltd
is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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We are seeking an experienced
Mortgage Advisor
to join our team. No cold calling here, leads will be generated for you through our in-house Estate Agency and existing clients with the focus being on giving your clients the best possible service. In this role, you will be responsible for providing expert advice on mortgages and related products to both existing and prospective clients, building long-term relationships. Your goal will be to maximize profitability while maintaining the highest standards of client service. About you:
You will be client focused – our clients are very important to us. You will be CeMAP qualified with a minimum of 1 year’s mortgage Advisory experience (preferably in the independent sector). You will be able to engage with people from all walks of life, understand their needs effectively to offer them the best advice, ensuring a smooth running and compliant application process. You should have strong knowledge of mortgage and protection products. You will be responsible for the performance of the Mortgage Administrator, including conducting performance reviews, so should have the ability to coach and develop others. You should be confident in using all the Microsoft Office suite and have pretty good IT skills so you can keep our systems up to date and get the most out of them. You like working in a team; supporting each other, working together and being flexible helps us to all be successful. What we offer:
We have a great team ethos and believe in having each other’s back and supporting each other to get the job done. We will provide the admin support, and the tools required to be successful. As an employer, we believe in creating a positive working environment where our staff feel valued and motivated. We are not a big corporate, we prefer the family feel! We offer a competitive salary + an attractive uncapped bonus scheme, Medicash, Staff discounts, Employee Assistance helpline and 22 days holiday plus statutory bank holidays and discretionary days at Christmas. The closing date for CVs is 9am on Monday 02nd December 2024. We reserve the right to close this vacancy early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible. Poole Townsend Financial Services Ltd
is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
#J-18808-Ljbffr
