Mortgage Advisor

Kind Consultancy are working with a well-established, nationally active Financial Services organisation, currently seeking a Mortgage Advisor to join them on a self-employed basis.

Key responsibilities of the Mortgage Advisor role include:

  • Carrying out advised mortgage interviews
  • Building customer loyalty and trust
  • Introducing customers to other products provided by the organisation
  • Provide outstanding customer service to both new and pre-existing customers
  • Identifying protection needs in relation to both mortgages, and customers’ personal situations

Our ideal candidate for the Self- Employed Mortgage Advisor position:

  • already holds full CeMAP qualification
  • has a working knowledge of the current mortgage, home insurance and financial planning markets
  • is a very confident communicator with a track record of delivering exceptional customer service
  • has their own pre-existing network
  • is able to work on their own initiative while contributing to the goals and aims of a team

This position offers a desk in a brand new office space in the firm’s Lichfield headquarters to use as and when required, existing relationships with introducers, full marketing and compliance support and some existing clients to be looked after, working with a wider team for referral opportunities. The business is offering a very good and attractive commission split.

If you’re interested in the Mortgage Advisor opportunity and have the necessary experience, please apply with an up to date CV today.

Telephone BDM – Bridging

Kind Consultancy is working with an already succesful and still growing alternative Financial Services business which is currently seeking multiple Telephone BDMs to join their Manchester office in a full-time, permanent role paying up to £45,000 dependent on experience.

The Telephone BDM will be responsible for creating, managing and developing relationships through proactive telephone contact with intermediaries within an allocated region, promoting the organisation’s Bridging Finance products, with key activities including:

  • Creating, managing and developing relationships with introducers to achieve new business targets.
  • Maintaining expert knowledge of the firm’s Bridging products, criteria, process and USPs in order to to assess enquiries, produce terms and progress these into applications within SLA’s.
  • Collaborating with regional field BDMs to manage intermediaries within the designated region in order to maximise sales opportunities.
  • Speaking to introducers and handling new business enquiries.
  • Ensuring that any reports and the CRM system is kept up to date, accurately recording all discussions and activities.
  • Proactivity calling new, existing and lapsed intermediaries to engage them with the firm’s Bridging products
  • Carrying out thorough fact-finds with intermediaries to asses the size of each opportunity and identify appropriate firms to work in collaborating with the field BDM
  • Booking video calls with intermediaries to present the organisation’s Bridging proposition and USPs
  • Assessing enquiries via telephone and email, identifying sales opportunities and developing expertise in deal structuring in order to produce terms and quotes.
  • Following up on terms issued within SLA in order to progress them into applications, handling objections in order to win the deal
  • Making introductions to new firms registering with the business and ensuring they are aware of key contacts for enquiries and support in their region
  • Keeping intermediaries informed on changes to Bridging products, including but not limited to criteria, pricing and processes

For the Bridging Telephone BDM opportunity, we’re looking for candidates who:

  • Must have excellent knowledge of bridging finance, including the current marketplace
  • Have previous sales experience
  • Display excellent communication skills and professional telephone manner, including listening and influencing skills
  • Have a track record of successfully building lasting working relationships
  • Demonstrate the confidence to pursue leads and use sales techniques to overcome objections.
  • Are IT literate, confident users of Outlook, Word, Excel and PowerPoint
  • Display consistently strong attention to detail
  • Are analytically minded, able to present complex information in a clear, relevant manner
  • Are enthusiastic, pro-active team players

If you have the necessary skills, knowledge and experience, are based in or can commute to Manchester, and are interested in the Telephone Bridging BDM role, please apply with an updated CV today.

Recruitment Consultant

Kind Consultancy is the Midlands’ leading Financial Services & Banking recruitment agency, dedicated to specialist roles within Banking & Financial Services. In the decade since Kind Consultancy was founded, we have built a reputation for harnessing our industry knowledge to deliver tailored recruitment and executive search results to our clients, continually growing our customer base through our commitment to outstanding customer service. Now, we work with the biggest global banks, new Fintech start-ups and organisations of every size in between, connecting businesses to game-changing talent faster and more efficiently than any generalist recruiter.

We have an outstanding company culture and have been certified by, as well as being one of the inaugural recipients of, the People’s Platform Award – an award recognising companies that meet verified benchmarks for their commitment to fostering an employee-centric company culture.

As part of our ongoing success and growth, we’re now looking for a Recruitment Consultant, ideally, one who has previous experience working on Financial or Professional Services roles, to join us in a permanent, full-time role with a hybrid work model requiring 3 days per-week in our Lichfield office. Previous Financial Services exposure is not essential, what we’re looking for is 12 months of Recruitment experience and the professionalism and communication skills needed to maintain the above-and-beyond customer service and client care that Kind Consultancy is known for. This is an active interim desk with regular roles coming in from Financial Services and Banking clients and you will be expected to develop account management experience and the ability to bring on new clients using strong business development skills.

Our head office is in Lichfield, but our client base includes organisations all over the world

What can Kind Consultancy offer you?

  • Excellent salary
  • Market-leading uncapped bonus scheme
  • Company Pension
  • Healthcare
  • Life Assurance
  • 2 days per week Working From Home
  • 25 days holiday + bank holidays
  • Early finish on Fridays
  • Quarterly and Annual incentives and trips

We will also:

  • Provide ongoing training on both recruitment techniques and industry knowledge.
  • Provide full administrative support.

We have a collaborative culture that you will become part of. Our team works together, helping each other and pushing each other to achieve all that we can, individually and collectively. We are also dedicated to helping you succeed and develop your career further.

Get in touch