MORTGAGE ADVISER: THE ROLE

We have a vacancy for a full-time Mortgage Adviser to join our Financial Services team to competently provide mortgage and protection financial advice to clients within regulatory rules and guidance:

Job Role: Mortgage Adviser
Department: Financial Services
Location: Chester
Term: Permanent, Full-time
Experience: 24 Months
Salary: DOE up to £23,000 + benefits

Your responsibilities will include:

• Keep up to date with new product, technical or legislative changes within the mortgage and protection marketplace
• Comply at all times with the Compliance and Training and Competence Procedures of the firm
• Comply at all times with the requirements of the FCA including the Senior Managers and Certification rules
• Identify and contact potential clients. Gather sufficient client information and identify client needs
• Analyse information gathered and undertake sufficient research to make suitable recommendations
• Complete all supporting documentation in an accurate manner
• Attain and maintain competent status as defined by the Regulator and the firm
• Maintain performance standards in accordance with those outlined in the Key Performance Indicators section of the Training and Competence procedures
• Via self- assessment and feedback, identify Continuing Professional Development (CPD) needs to maintain and enhance Competent status and undertake appropriate activity to meet those needs
• This role has been identified as being a role which includes minimum knowledge requirements falling under the IDD rules. A minimum of 15 hours per annum of CPD activity must be recorded to evidence competence in all of the IDD areas as shown below that are appropriate for the adviser
• Recognise, respect and honour client confidentiality at all times

MORTGAGE ADVISER: THE PERSON

You will need a professional and positive attitude, strong interpersonal and organisational skills and the ability to work as part of a team, together with the following skills:

• Ability to interpret data and to analyse where existing procedures and practices can be improved
• Excellent standard of written & verbal communication
• Ability to empathise and build strong business relationships with our clients other staff and strategic partners
• Possess the ability to work using your own initiative, the preferred candidate must have a can-do attitude, possess the ability to search out solutions
• Ability to manage own time, workload and ensure that all contractual obligations are met with partner firms; and
• Good computer knowledge and skills, must be comfortable with Microsoft Word and Excel

MORTGAGE ADVISER: QUALIFICATIONS AND EXPERIENCE

You will need minimum of 24 months experience in a similar role along with the following qualifications:
Essential

• Mortgage Advice qualification
• Level 3 Mortgage qualification
• Financial Planning qualification

Preferred

• Level 3 Equity Release qualification
• Level 1 Home Reversion qualification

MORTGAGE ADVISER: APPLY NOW

If you wish to be considered for the role of Mortgage Adviser , please forward your CV and covering letter to recruitment@cullimoredutton.co.uk.

Please note we are not accepting applications from recruitment agencies.

CONVEYANCING PARALEGAL: THE ROLE

We have a vacancy for a full-time Conveyancing Paralegal to join our Residential Conveyancing team.

Job Role: Conveyancing Paralegal
Department: Residential Conveyancing
Location: Chester
Term: Permanent, Full-time
Salary: £18,000 – £23,000pa, DOE + benefits

The successful candidate will:

• Have an ability to manage a freehold sale file from inception to completion with supervision
• Support our team of conveyancing solicitors in progressing legal work on sale and purchase transactions
• Assist our team of conveyancing solicitors to set up and deal with completion and post completion matters
• Draft and issue legal documents
• Have an ability to mentor junior members of the team
• Be able to delegate appropriate tasks to junior members of staff
• Support our Compliance Officer with CQS accreditation and lender panels administration
• Record detailed and accurate information from telephone conversations
• Recognise, respect and honour client confidentiality at all times
• Maintain a professional attitude and effective communications between clients, fee earners, team members and colleagues
• Provide a first-rate service to clients and third parties presenting a positive image of Cullimore Dutton at all times

This role is ideal for somebody who is wanting to gain additional experience of managing a small case load alongside providing assistance to our conveyancing solicitors.

CONVEYANCING PARALEGAL: THE PERSON

You will need a flexible approach and the ability to work as part of a team, together with the following skills:

• Good working knowledge of Microsoft Office (Word/Excel/Outlook/Teams)
• Excellent communication skills both on the telephone and in person
• An ability to explain legal terms to clients in simple terms
• Good time management skills and an ability to prioritise where necessary
• Attention to detail
• Prior experience of working as a Conveyancing Paralegal or equivalent
• Experience of Ochresoft Case Management System (ideal but not essential as training will be given)

CONVEYANCING PARALEGAL: APPLY NOW

If you wish to be considered for the role of Conveyancing Paralegal, please forward your CV and covering letter to
recruitment@cullimoredutton.co.uk.

Download this role as a PDF:
CONVEYANCING PARALEGAL

Please note we are not accepting applications from recruitment agencies.