Employed role working remotely supporting general mortgage inquiries. As a fully regulated Mortgage Advisor I support customers with both their mortgage needs Complete detailed fact finds, recommendation and suitability letter through to application

Acting as the first point of contact for client inquiries before passing the lead onto the equityrelease advisers Contacting clients via phone or video who have previously shown an interest in Equity Release. Gather client information to see if they meet the criteria for Equity Release before passing the leadonto the advisors. Once verified pass warm leads onto the Equity Release Advisors to discuss the clients individualrequirements. Top quartile for appointments made

Supporting clients across the UK to achieve their aspirations via Equity Release. Conducting high quality fact finds and providing recommendations within compliance standards. Meeting clients remotely, via phone or video or conducting face – face appointments. Exceeded targets on all metrics. Achieving CAS in November 2021 and completing £337,787 gross written business from January2022 to December 2022 Supporting customers with identifying wider needs e.g., LPA & Wills and making specialist referrals

A Self-Employed role supporting general mortgage enquiries. • Sourcing leads from multiple sources including social media and providing client focussed solutions. • Reason for leaving: Looking to pursue a specialist area of advice with a leading specialist provider.