CeMAP Case Manager / Processor / Paraplanner

Full Time

Bird Online Jobs

CeMAP Case Manager / Processor / Paraplanner


Up to £25,000 Base Salary + great commission and progression

Our customer is a Cardiff-based brokerage. They take pride in their devotion to consumers, ability to assist clients, and unrivalled industry expertise.

For its introducers, our client is glad to provide 1st Charge Mortgages, 2nd Charge Mortgages, Equity Release, Secured Loans, Commercial Loans, and Bridging Finance. We place a premium on our relationships with lenders, and as a result, we are able to arrange transactions that fall outside of many of their advertised parameters.

The CeMAP Case Manager / Processor / Paraplanner will take on responsibilities such as:

* Using effective questioning skills to establish customer needs, recommend lenders mortgage products and service to customers for whom they are suitable as part of a full advice and recommendation service delivered over the telephone.

* Project a professional image to your customers and colleagues.

* Build strong customer relationships and provide an excellent customer experience, whilst adhering at all times to procedures and the FCA's MCOB regulations and guidance.

* Proactively pre-empt issues with regards to customers and resolve problems arising

* Understand what Treating Customers Fairly (TCF) means in regard to the company and embed this fully within your work

* Ensure that your knowledge and use of Target (CRM Database) provided by the company is accurate and appropriate; maintain and develop this knowledge

The CeMAP Case Manager / Processor / Paraplanner will possess qualities such as:

* Educated to degree level or CeMAP level 1+

* Outstanding customer service and communication skills

* The ability to explain complex information clearly and simply

* The ability to respect confidential information

* A friendly, approachable attitude and an excellent judge of character

* A natural problem-solver with strong analytical skills, outgoing, good on the phone, proactive, hardworking and not a clock watcher.

* High attention to detail

In return for your efforts, you will be rewarded with a generous basic salary and uncapped earning potential based upon performance and lead generation.

If you are interested in this position and feel you have the experience and attributes for this role then please apply now and Rico Iheagwara will contact you shortly,

Cemap, Admin, Case Manager, Broker, Brokerage, Commercial Finance, Loans, Property Finance, Real Estate, Estate Agents