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Purpose of the Role

To support your Consultant in fully submitting client mortgage applications and progressing applications through to offer and completion as efficiently as possible.

To work within the firm’s parameters when submitting applications, adhering to its advice standards and CRM standards.

To provide exceptional service to clients in line with company values and ensure the best possible outcomes are achieved.

Key Responsibilities

• Upon receipt of the Consultant’s new business enquiry (including research, recommended product and lender, and rationale for recommendation), complete the Decision in Principle (DIP) and advise the client of the Agreement in Principle.
• Request all relevant documentation (in line with the firm’s advice standards) from the client, together with any applicable fees.
• Confirm the recommendation to the client by issuing the Terms and Suitability Letter. (The Suitability Letter must be signed off by the Consultant, with all relevant evidence saved to the CRM system.)
• Upon receipt of fees, ensure the CRM system is updated and progress the case to application submission.
• Fully submit the application to the lender.
• Ensure any material changes required to the advice are approved by the Consultant before confirming details with the client.
• Provide regular updates, in line with CRM standards, to progress the application through to mortgage offer.
• Work closely with the relevant solicitor to progress the application from offer through to completion.
• Act as the first point of contact for clients at all times.
• Respond to emails within 24 hours.
• Work effectively to support your Consultant and contribute as a key member of the wider CRM and Consultant team.

Working Arrangement
Please note that this role is home-based one day per week following successful completion of the probationary period.

Apply Now!
Don’t miss this chance to join an amazing team!

Interviews happening now – contact Helen at ME Recruits today!

In application for this role, you are consenting to TN Recruits Ltd retaining your details to secure you work. All information provided will be held securely for up to 3 years unless we are contacted and instructed otherwise.

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