- Essex, GB
- £20 /hr
- Available now
A fully CeMap qualified Mortgage Adviser, with a good understanding of the prime, self cert, sub prime and buy to let sectors of the mortgage market, and some experience of bridgingmore...A fully CeMap qualified Mortgage Adviser, with a good understanding of the prime, self cert, sub prime and buy to let sectors of the mortgage market, and some experience of bridging and commercial sectors.
A passion for life assurance sales, with experience in income protection, accident, sickness and unemployment benefit and family protection.
Extensive administration and mortgage packaging experience, up to date knowledge of the compliance issues affecting the presentation of a client file, and effective time and diary management skills.
Area Covered: Remote
Summary: Apr \'08 - Dec\'10
Mortgage Adviser, Lloyds TSB, Southend group.
Mar \'07 - Apr \'08
Mortgage Adviser, Dedman Financial Services, Southend
Providing clients with whole of market, face to face mortgage and general insurance advice as an Appointed Representative of the Mortgage Intelligence network. Producing written figures to target, alongside ensuring case quality to meet compliance requirements and ensure efficient progression to offer. Building of relationship with estate agency negotiators to ensure steady flow of leads, and management of own diary.
June \'06 -Mar \'07
Mortgage Adviser - Frost Financial Services, Hadleigh
Providing mortgage and general insurance advice to clients from a panel of lenders and insurers. Some administration of self employed advisers cases, and creation of a spreadsheet to manage the retention of existing client bank. Also undertaken the role of Compliance Supervisor for the firm, holding 121\'s with advisers and providing feedback on client file checks.
Sept \'02 - June \'03
Customer Relations Adviser on-line Group, Westcliff
Mortgage adviser to existing client base. Progressed to this position from Mortgage Administrator
Apr \'01 - Sept \'02
Mortgage Administrator - Mortgage Update Centre, on-line Group, Rayleigh
Packaging of mortgage cases signed to internal panel, liaison with clients, advisers, solicitors, insurance, life and mortgage companies
Jul \'99 - Apr \'01
Mortgage Administrator - Countrywide Assured Mortgage Services and NatWest Mortgage Services, Basildon
Packaging of mortgage cases for a panel of 6 lenders, liasing with clients, lenders and consultants. Progressed to lender position
Oct \'96 - Feb \'98
Customer Care Professional - M&G Life Assurance, Chelmsford
Assigning of units to life policies, handling paid ups, Deeds of Assignment and Deeds of Trust
Please note this is not a full CV - further administrative and sales positions intersperse with those given above.
Job Title: Mortgage Adviser
Company: Lifetime Wealth Management, Intrinsic network.
Description: Mortgage and Protection Adviser, Lifetime Wealth Management, Intrinsic network.
Education Summary: Certificate in Mortgage Advice and Practice, Papers 1, 2 and 3 - all Merited Pass - home study and employer workshops
3 A-levels - History (C), English Literature (D) and Law (E) - SEEVIC College, Benfleet
9 GCSE - 3 A\'s, 4 B\'s and 2 C\'s - Sweyne School, Rayleigh
Economics RSA Level II Distinction - Sweyne School, Rayleigh
Paraplanner, Administrator and Experienced Sales Professional