Mortgage Broker
Clifton Gray · Southport, North West
Mortgage Broker at Clifton Gray, based in Southport, North West. This is a permanent role.
- Salary
- Competitive
- Location
- Southport, North West
- Contract
- Permanent
- Posted
- 2 weeks ago
- Closes
- 31 Dec 9999
Reference 569
About the role
- Meeting with your clients in person, or over the phone
- Fact-finding effectively to establish the client’s current finances and future aspirations
- Explaining the different types of mortgage and offer products for your client to choose from
- Assessing which type of mortgage is most suitable for each client
- Ensuring that customers can afford what they're borrowing, not only now but in the future, in the event that interest rates go up or their circumstances change
- Explaining about repayments and mortgage protection
- Advising on and selling related financial products, such as buildings or life insurance
- Understanding the Financial Conduct Authority (FCA) regulatory requirements and ensuring you meet these
- Fully cooperating with any enquiry or investigation from the financial ombudsman should things go wrong, and a client uses their right to protection
Reference: 569 · Posted 2 weeks ago · Closes 31 Dec 9999 · Listed via Clifton Gray
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