About us as an employer

Is this you?

• Hard Working
• A Great Communicator
• Organised
• Motivated
• A Team Player
• Have great attention to detail

Do you have 1 years experience in an administration role?

We are offering a fantastic opportunity to be supported and trained by our award-winning team, to become a first-class level 4 paraplanner.

We will provide you with a structured training strategy, including a Level 4 Diploma Qualification, which will enable you to be fully qualified in just 2 years.

Key Responsibilities

• Focus on developing client relationships through excellent ongoing support
• Provide excellent client communication at all times
• Preparation of presentations and other documents for client meetings and reviews
• Assisting with the preparation of advice letters and financial plans
• Managing the ongoing industry and market updates to clients
• Obtain illustrations, related documentation and forms to support suitability reports
• Provide all types of research necessary
• Be an efficient, friendly and professional point of contact for clients and enquiries by telephone, email and in person
• General office management duties such as call handling, booking of appointments, stationary orders, scanning/printing etc.

Required Education, Skills and Qualifications

• 1 Years administration experience
• You need to be organised, with an eye for detail
• Excellent customer service: telephone and email communication and interpersonal skills are also required along with IT proficiency.

Benefits

In return, you’ll get a generous salary but also rewarded based on company performance and growth:

• 23 days (+ public holidays) initial holiday allowance, which increases the longer you’re with the company.
• 5x Death in Service Cover
• Fully Funded Private Medical Insurance
• Income Protection this will be paid at up to 80% of your salary, up to the age of 67 and will be deferred for 13 weeks from your start date.
• 4% Employer Pension Contributions
• Your birthday (or substitute day) off as a gift
• Access to industry leading conferences and training events
• We operate shortened working hours, we work 9am – 5pm Monday to Thursday and 9am until 12:45pm on a Friday.
• This is an office based role.
• Fully Funded Training & Exams.

Job Type: Full-time

Benefits:

• Company events
• Company pension
• Life insurance
• Private medical insurance
• Sick pay

Schedule:

• Monday to Friday
• No weekends

Ability to commute/relocate:

• Lincoln: reliably commute or plan to relocate before starting work (required)

Experience:

• Administrative: 1 year (required)

Work Location: One location

Is this you?

• Hard Working
• A Great Communicator
• Organised
• Motivated
• A Team Player
• Have great attention to detail

Do you have at least 3 full years’ of mortgage advice experience, with CeMap qualified or equivalent?

We are looking to add a Talented Mortgage Advisor to join our strong, dedicated team.

Your main tasks will be:

· Helping new and existing clients with mortgages and or protection to meet client needs with objectives set with you.

· Carry-out fact finds and provide recommendations with clients and assess suitability for existing provisions.

· Maintain excellent customer service and engagement standards.

· Work effectively on your own and within a team environment to maintain a positive approach to the business requirements.

Responsibilities

You will be provided with two mortgage books of clients, to support and continue to advise, we have hundreds mortgage clients, this role will be to support these clients, as well as grow our mortgage book with new clients.

· Liaise with clients via e-mail, telephone and letter to maximise business opportunities.

· Have a good understanding of the mortgage market, including products that fit the niche areas of lending, adverse credit, self-employed, buy to let etc.

· Must have the ability to work on your own initiative as well as part of a team.

· Work to ensure consistent delivery of excellent customer service and achievement of department and individual objectives.

· Provide support to team members when required in order to ensure consistent levels of customer service and best practice is maintained.

· Updating the case management system and ensuring its accuracy.

· Be aware of and follow compliance procedures and processes.

· Maintain relationships with clients, fellow work colleagues, managers and product providers and other professional bodies.

· Take all reasonable steps to determine the needs of external and internal customers and provide an accurate and prompt service to satisfy their needs

· The ability to take positive, effective and timely action whilst prioritising workloads.

· The ability to make consistent decisions after analysing the available information.

Required Education, Skills and Qualifications

• At least 3 full years’ of mortgage advice experience
• CeMap qualified or equivalent
• Incredibly organised, with an eye for detail
• Exceptional customer service: telephone and email communication and interpersonal skills are also required along with IT proficiency.

Benefits

In return, you’ll get a generous salary but also rewarded based on company performance and growth:

• Salary is dependent on experience and ability to hit the ground running.
• 23 days (+ public holidays) initial holiday allowance, which increases the longer you’re with the company.
• 5x Death in Service Cover
• Fully Funded Private Medical Insurance
• Income Protection this will be paid at up to 80% of your salary, up to the age of 67 and will be deferred for 13 weeks from your start date.
• 4% Employer Pension Contributions
• Laptop & phone provided
• Your birthday (or substitute day) off as a gift
• Access to industry leading conferences and training events
• We operate shortened working hours, we work 9am – 5pm Monday to Thursday and 9am until 12:45pm on a Friday.
• This is an office based role.

Job Type: Full-time

Salary: £23,000.00-£30,000.00 per year

Benefits:

• Company events
• Company pension
• Free parking
• Life insurance
• On-site parking
• Private medical insurance
• Sick pay

Schedule:

• Monday to Friday
• No weekends

Supplemental pay types:

• Performance bonus

Ability to commute/relocate:

• Lincoln: reliably commute or plan to relocate before starting work (required)

Experience:

• Mortgage: 3 years (required)

Work Location: One location