Mortgage & Protection Adviser
Date Posted: 15/05/2024
Location: Aberdeen
Job Description
Position Type: Full time / Permanent
Aberdein Considine are looking for an experienced Mortgage Adviser to join our team in Aberdeen. The ideal candidate will provide whole of market mortgage and protection advice in a compliant manner as detailed in the firm’s compliance manual and procedures.. They will also ensure an outstanding client experience is delivered on every mortgage and protection case. The role will be based in Aberdeen however, 2 days a week will be based within our Stonehaven office.
GENERAL RESPONSIBILITIES:
- Comply
with the Financial Services and Markets Act 2000 and the relevant FCA
rules at all times
- Adhere
to the relevant compliance, TCF, T&C, financial crime (anti-money
laundering, data security, anti-bribery, fraud and corruption) procedures
of the firm at all times
- Keep
up to date with all relevant product, legislative and technical changes
- Contact
pre-booked appointments and potential clients in accordance with the
firm’s business plan/supervisor’s guidance
KEY RESPONSIBILITIES:
- Ensure
sufficient client information obtained and analyse information gathered
- Undertake sufficient product and market research and ensure suitable recommendations are made
on mortgages and protection.
- Ensure
all supporting documentation is maintained.
- Attain
and maintain level of competence as required by the firm (CAS)
- Maintain
all standards of performance as required by the firm
- Communicating
with other professionals, such as estate agents, solicitors and valuers
- Ensure relevant CPD is maintained and recorded
accurately
Requirements
QUALIFICATIONS
Essential
- Full CEMAP
(or equivalent)
SKILLS AND EXPERIENCE
Essential
- Minimum 1
year experience as a mortgage adviser
KNOWLEDGE
Essential
- Whole
of market mortgage and protection experience
- Detailed knowledge and understanding of
compliance procedures including record keeping requirements.
APTITUDES
Essential
- Unquestionable work ethic
- A can, and will do, approach
- Be articulate with a high attention
to detail
- Excellent communication skills, in
person, by telephone and in written form
- Naturally organised and be able to
work on your own as well as part of a team
OTHER
Essential
- Ability and desire to travel to
other offices in the Aberdeen and Aberdeenshire area (as per above will include 2 days at our Stonehaven office)
- Appointments are pre-qualified for
the adviser in this role
- Full administrative support is
provided and the role holder will have a dedicated Case Manager to work
alongside them.
How Do I Apply?
Online: Application Form
Download: Application Form
E-mail: recruitment@acandco.com
Mail: Human Resources Department
Aberdein Considine
5 - 9 Bon-Accord Crescent
Aberdeen
AB11 6DN