5 Financial Services / Investment jobs in Wrecsam, Wrecsam - Wrexham

To provide assistance with Supervisory responsibilities to the Mortgage Services Sales Manager as appropriate, as well as achieve revenue and product sales as a Mortgage Advisor. Responsibilities of a Mortgage Services Development Manager:

• Support and develop less experienced colleagues.
• Supervisory support (all aspects of T & C requirements) of a number of mortgage advisors, as agreed with Sales Manager
  
  An excellent knowledge of Financial Services core products i.e. Mortgages, Life Assurance, Critical Illness, Income Protection and Buildings & Contents Insurance
• Knowledge of all house purchase/move related secondary services such as Conveyancing and Estate Agency operations generally.
• A good level of technical and e-commerce knowledge to promote the services of the group efficiently and effectively.
• A knowledge of all Financial Services compliance rules and regulations, specific to a mortgage & protection business
• An understanding of working within a Training and Competence framework, coupled with a complete understanding of the requirements of the Group T & C Scheme Skills
• Excellent communication skills
• A demonstrably good track record in a sales and customer facing environment.
• Strong organisation skills - ability to plan and self-organise.
• Strong negotiation and influencing skills.
• Ability to identify and maximise potential business opportunities.
• An aptitude to coach and motivate others (specifically business generation)
• Ability to identify and analyse client needs effectively in order to deliver good customer outcomes.
Background, Experience and Qualifications
• Two years financial services experience, with ideally nine months as a Senior Mortgage Advisor
• Have demonstrated a consistent performance in respect of business production and quality.
• Awareness of latest products and market developments
• Relevant Professional qualifications to fulfil the role e.g. Certificate in Financial Planning, Certificate in Mortgage advice and practice (CeMAP) or industry recognised industry equivalent.
  
  This is an excellent opportunity for an existing Mortgage Advisor to take their first step into a management role after approx. 12 to 18 months with an OTE: £65k