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IDEX Consulting

Mortgage Team Leader

IDEX Consulting, Blackburn, Oklahoma, United States

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My client is currently looking for a fully qualified and experienced Mortgage and Protection Adviser who can manage and lead a small team of Mortgage Advisers near Blackburn.

Responsibilities

The successful candidate will be responsible servicing their own clients and sourcing new areas of business

You will lead a small team of Advisers and mentor other, less experienced team members

Prospect and contact potential clients

Complete full analysis of the client's needs

Undertake product and market research

Suitable products considered and research conducted

Suitable recommendations are made

The ideal candidate

Experienced in all types of mortgage and protection products, you will have an existing client bank or professional introducer connections

Able to work towards targets and generate new leads from other Fairstone offices will be essential

Experience of growing a team

R05, CF1 and CF6 or CEMAP (equivalent)

Proficiency in delivering presentations

Knowledge of financial markets

Ability to identify the specific needs and requirements of a client

Able to develop strategic relationships within the industry

Be proactive and demonstrate initiative

Company pension scheme

Death in service

25 days annual leave

Birthday as an additional day off

Opportunity to purchase additional holidays

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