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Direct Adviser

  • Job Type: Permanent


Role summary

To provide customers (UK/Expat/International) with a full advice and recommendation service for

Home Finance. Working in accordance with the Banks values, scope of service, regulatory and compliance requirements whilst maintaining excellent customer satisfaction. To source and progress Regulated (Home Purchase Plan) and Non Regulated (Buy To Let) home finance applications through to completion.

About us

Gatehouse Bank is a subsidiary of Gatehouse Financial Group Limited, which is a holding company for Gatehouse Bank (based in London and Milton Keynes) and Gatehouse Capital (based in Kuwait). Gatehouse Bank is a Shariah-compliant bank offering savings products and finance for UK commercial and residential real estate, in addition to sourcing and advising on UK real estate investments with a focus on the build to rent sector.

Key responsibilities

Generate telephone appointment activity in order to achieve new business goals.
Track potential customers and follow up enquiries.
Recommend the most suitable product, term and payment method to suit the customer's needs, priorities and circumstances
Provide a high quality service to customers in a compliant manner
Maintain competence and complete self learning to ensure continued professional development.
Complete extensive due diligence on home finance applications adopting a host of credit assessment skills to recommend the basis on which risk is taken.
Development of existing customer relationships to ensure business retention and growth.
To achieve set individual targets in a variety of areas and to contribute towards the overall performance of the Commercial and Home finance business, whilst minimising the risk of losses.
Work alongside the Home & Specialist Finance BDMs Skills & qualifications required

Previous experience in a Mortgage advisory capacity (minimum 12 months)
Candidate must have competent adviser status
Experience within the specialist Buy To Let mortgage sector.
A detailed understanding of banking credit processes
Proven ability to extract key financial information for individuals, partnerships and
companiesPersonal Skills

Strong communication (writing and speaking) as the role will involve liaison with customers, stakeholders and third parties.

Additional Details

We offer highly attractive reward package; the typical benefits include:

25 days holiday entitlement increasing with service
Pension Plan
Private medical insurance
Critical illness cover
Group dental insurancePlease be advised that we have an appointed recruitment partner, The Curve Group, to manage our recruitment process and give candidates the best possible experience in pursuing a career with Gatehouse Bank. The personal details you have shared with us may be processed by The Curve Group on behalf of Gatehouse Bank. Full details of their Privacy Policy can be viewed by using this link https://(url removed)/privacy-policy
  • Job Type: Permanent

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421, Saxon Gate, Milton Keynes, England, Milton Keynes, MK9 3DX, United Kingdom

  • Ad ID:  1875119
  • Ad Type:  Offered
  • Posted on:  16/07/2019 02:54

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