Mortgage Adviser Job Descriptions |
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Mortgage advisers help
people to find and apply for a suitable mortgage.
As a mortgage adviser in a bank or building society, you would only sell your own company's mortgage products. If you worked for an estate agent or mortgage broker, you would offer mortgages from a range of companies. If you are an independent financial adviser (IFA), you would advise on all types of financial product including mortgages. Your work could include: · advising clients on the home-buying process · finding out about your client's finances · explaining about different types of mortgage · offering a number of mortgages for the client to choose from · helping the customer complete the mortgage application · explaining about repayments and mortgage protection
· selling related financial products such as buildings insurance · meeting sales targets · dealing with estate agents, valuers and mortgage lenders · Keeping up to date with new mortgage products and any changes in the law. Key Skills · good communication and listening skills · the ability to explain complex information clearly and simply · excellent customer service skills · the drive and motivation to meet targets · honesty and a trustworthy attitude · an interest in legal and financial matters · good mathematical and computer skills · Respect for confidential information. |
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