We are excited to announce the upcoming opening of our new branch in the heart of Edinburgh South in Spring 2025. This office will offer a comprehensive range of services, including Sales, Lettings, and Financial Services. As we prepare to launch, we are seeking an experienced Mortgage and Protection Advisor to join our team and contribute to our continued growth.
The successful candidate will provide mortgage and protection solutions, along with holistic financial planning, to meet the needs of our clients.
About you
You’ll already be an established Mortgage and Protection Advisor (CMAP qualified or equivalent).
In addition to technical expertise and a strong understanding of regulatory and compliance procedures, we are looking for someone with a proactive approach to business development and lead generation. You will be expected to actively build and maintain relationships, creating opportunities for growth and expanding our client base. A customer-focused mindset, along with strong collaboration, communication, problem-solving, and planning skills, will be essential. With a positive, self-motivated attitude, you'll strive to exceed targets and deliver exceptional service at every opportunity.
Key responsibilities
Delivering exceptional service
Responsible for adhering to agreed mortgage and protection services sales processes with the aim of delivering an exceptional service experience.
Responsible for meeting and exceeding your personal targets and contributing proactively to the team targets
Actively promoting and building the business through prospecting/contacting potential clients in accordance with the firm’s business plan, and developing and identifying new business opportunities
Undertaking sufficient product and market research to make suitable recommendations to our clients and offer a great client experience
Reporting and keeping in regular contact with clients by maintaining a robust follow-up of all financial sales opportunities
Being proactive in identifying and dealing with any issues raised by clients to ensure an exceptional service experience
Trained to an expert standard on sales database (CRM) and proactively uses the database functionality by recording accurate and detailed customer information.
Attaining and maintaining required levels of competence as required by the firm (CAS)
Taking a proactive approach to continuous personal development, keeping up to date with changing legislation, actively seeking opportunities to develop skills and capabilities required for the role
Compliance & Administration
Understanding regulatory compliance requirements and responsible for ensuring all required documentation is received and processed to meet regulatory requirements:
Conducting business with integrity, due skill care and diligence, retaining accountability for advice quality.
Responding promptly to compliance feedback
Ensuring all customers are treated fairly with clear and suitable advice. A duty of care is demonstrated to vulnerable customers and reasonable measures are taken to evidence understanding of information given.
Awareness of Anti Money Laundering Regulations and financial crime issues relating high risk countries or countries linked to terrorism
Responsible for ensuring the accuracy of data input by yourself into CRM
Key requirements
Essential
CMAP Qualified or equivalent
Whole of-market mortgage and protection experience
Detailed knowledge and understanding of compliance procedures including record keeping requirements.
Proven ability to deliver exceptional standards of customer service
Proven ability to deliver financial targets and KPIs
Proficient in the use of IT systems including MS Teams, Word, Excel & Outlook
Desirable
Knowledge of the Edinburgh Southside housing market
Full UK Driving Licence
Prior experience of Customer Record Management (CRM) or a comparable database
When you join Rettie you’ll discover the difference you can make. We're a growing and ambitious company, but at our foundations, we have a family feel. We care about our people; we want them to prosper and realise their potential. We are proud that our values of Teamwork, Determination, Dependability and Ambition guide our actions and behaviours towards our clients and each other, daily. Based on these values, we aspire to cultivate and grow diverse, capable teams in an environment which will help you realise your career potential.
Thank you for your interest in joining Rettie. Please fill out the following short form. Should you have difficulties with the upload of your data, please send an email to recruitment@rettie.co.uk.
