Mortgage and Protection Adviser

Date Posted: 22/01/2021

Location: Edinburgh

Job Description

Position: Full Time / Permanent

Aberdein Considine are looking for a talented Mortgage Adviser to join our team in Edinburgh. The ideal candidate will provide whole of market mortgage and protection advice and holistic financial planning to clients in a compliant manner as detailed in the Firm's Compliance manual and in compliance with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times. They will also have the requisite technical knowledge and qualification required for the role.
 
ROLE OF DEPARTMENT
·      The provision of whole of market mortgage and protection advice.
·      Holistic financial planning
·      To put the needs of our clients first at all times without exception
 
JOB PURPOSE
The provision of whole of market mortgage and protection advice to our clients in a compliant manner as detailed in the firm’s compliance manual and procedures.
 
GENERAL RESPONSIBILITIES
·      Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times
·      Comply with 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.
 
KEY RESPONSIBILITIES
·      Prospect/contact potential clients in accordance with the firm’s business plan/supervisor’s guidance.
·      Ensure sufficient client information obtained and analyse information gathered.
·      Undertake sufficient product and market research.
·      Ensure suitable recommendations are made.
·      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
·      CEMAP
 
SKILLS AND EXPERIENCE
Essential
·      Minimum 1 year experience in the mortgage intermediary market.
 
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 written and oral communication skills
·      Naturally organised and be able to work on your own as well as part of a team


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