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Remortgage Advisor

Purplebricks
Full-time
On-site
Unknown

Purpose of the Job: To deliver good customer outcomes to all Purplebricks Mortgage (PBM) customers in a compliant manner, following the PBM customer journey, and documented PBM / MAB processes. To ensure customers have a fully protected mortgage by providing good quality customer handovers into the protection team. To achieve individual business metrics as set by the business. To maintain advice quality standards in line with PBM and MAB T&C scheme, risk rating, and AQ standards. Key Skills, Experience and Knowledge: Someone with a proactive ‘can do’ attitude and the ability to work as part of a team, as well as: CeMap Qualified Communication - Good communication skills both written and oral. Customer centric - Desire and ability to provide good customer outcomes. Attention to detail - To ensure work is complete to a high standard always following PurpleBricks Mortgages processes. Resilience - Ability to work under pressure and deliver tight timescales. Sales - Ability to match appropriate solutions to needs and deliver them to clients. We are looking for the ability to produce volume with around c18 mortgage sign ups expected a month. Time Keeping – Ability to balance administration with sales and maintain SLAs on both. Key Responsibilities: To achieve individual KPI metrics for written and banked revenue, protection penetration, right first time and risk ratings. To ensure all customers are kept updated and actions taken on their applications in a timely manner whilst making sure all PBM/MAB systems are updated. Build collaborative working relationships with Advisers, colleagues, lenders and insurers to deliver good customer outcomes. To ensure all systems are updated throughout the mortgage and/or protection transaction. To follow all PBM/MAB regulatory processes to ensure we remain compliant. At all times. To meet the standard of file submissions as set by PBM/MAB and complete any remedial actions required in a timely manner. To meet all required activities as part of the PBM/MAB Training & Competency scheme including meeting the requirement for CPD. To deliver good customer outcomes in a compliant manner by following the documented PBM Journey

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