Dynamo

About Dynamo

Trainee Mortgage Consultant 2nd March Start Date. As a Trainee Mortgage Consultant you will be benefit from extensive professional training with input from senior management and the CEO. You will be a part of our industry leading academy in which you will gain extensive knowledge of the industry and obtain full CeMAP qualification within 3 months Job Objective: To advise and arrange on regulated and non-regulated BTL mortgage contracts Qualifications: Working towards CeMAP qualification - all training and materials provided. Duties and Responsibilities: - Contacting clients and setting up appointments. - Gaining ‘know your client’ information. - Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims with regard to their mortgage requirements. - Analysing information and preparing plans best suited to individual clients’ requirements. - Researching information from various sources, including providers of mortgage/relevant financial products, including sourcing mortgage products using 27tech. - Advising clients on the property buying process - Designing financial strategies best suited to client’s needs. - Explaining about different types of mortgage. - Providing clients with information on new and existing products and services. - Issue suitability reports (regulated business only). - Provide clients with recommendations. - Assisting clients to make informed decisions. - Helping the customer complete the mortgage application. - Selling appropriate related financial products such as buildings insurance. - Liaising with mortgage/financial service providers. - Liaising with other professionals, such as estate agents, solicitors and valuers. - Meeting sales targets. - Follow up application process with the lenders through to completion. - Keeping up to date with new mortgage products and any changes in the law. - Maintaining detailed records to comply with the regulations of the Financial Conduct Authority (FCA). - Contacting clients with news of new mortgage products/financial products or changes to legislation regarding their mortgage/financial product. - Any other related matters. Involvement: The job requires the involvement of Compliance and the Mortgage Sales Director. Working Environment: This job is office based with normal working hours and conditions applying. Job Types: Full-time, Permanent Job Types: Full-time, Permanent Experience: Sales: 1 year (Preferred)

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Legal Form: Inc

Company Type: Public

Company Size: 11 - 50

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