Mortgage Advisor - Leeds Hybrid

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.  

The Mortgage Adviser will provide a range of services to HSBC customers supporting key life events such as buying a first home and home improvements. This service is offered in the branch location.

The Mortgage Adviser will establish and grow our mortgage and protection business, and will provide a professional advice service to both new and existing customers.

Key to the role is the delivery of high quality, customer driven service by identifying customer needs for mortgage and mortgage related protection products and provide advice and services to meet those needs.

In this role, you will:

•    Provide an agile and flexible service to customers to meet their needs within their channel of choice
•    Listen to customers to identify and understand their current and future mortgage and protection needs, helping them to achieve a mortgage package that is fully tailored to their individual needs
•    Recognising the wider financial planning needs of individual customers and making referrals to other areas of the bank, where their wider needs can be met
•    Proactively developing and strengthening customer relationships and, in doing so, generating new business responsibly
•    Apply the principles of Treating Customers Fairly to everything you do
•    Develop and build effective working relationships with key stakeholders within and outside of the immediate business area

Qualifications - External

•    As an Adviser you must already hold RO1 / CF1 and CF6 (or CeMAP or equivalent)
•    Communicate confidently and professionally with customers
•    Seeking out and building on effective working relationships with key stakeholders within and outside of the immediate business area
•    Delivery of satisfactory compliance and quality measures
•    Have experience of personally complying with business processes, rules and regulations
•    Flexible working with a working pattern to support operating hours of 8am-8pm Monday –Friday and 9am-6pm Saturday and Sunday

This role is being offered as hybrid working. You must be in commutable distance from our Leeds Branch.

You’ll achieve more when you join HSBC.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces. Our recruitment processes are accessible to everyone - no matter their gender, ethnicity, disability, religion, sexual orientation, or age.

We take pride in being part of the Disability Confident Scheme. This helps make sure you can be interviewed fairly if you have a disability, long term health condition, or are neurodiverse.

If you’d like to apply for one of our roles and need adjustments made, please get in touch with our Recruitment Helpdesk:

Email: hsbc.recruitment@hsbc.com
Telephone: +44 207 832 8500