Position Type: Full-time/Permanent
Our AC Mortgage department are looking for an experienced Mortgage & Protection Adviser to join our busy Inverurie office.

GENERAL RESPONSIBILITIES

• Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times
• Adhere to the relevant compliance, TCF, T&C, financial crime (anti-money laundering, data security, anti-bribery, fraud, and corruption) procedures of the firm at all times
• Keep up to date with all relevant product, legislative and technical changes

KEY RESPONSIBILITIES

• Contact pre-booked appointments and potential clients in accordance with the firm’s business plan/supervisor’s guidance
• Ensure sufficient client information obtained and analyse information gathered
• Undertake sufficient product and market research and ensure suitable recommendations are made on Mortgages and Protection
• Ensure all supporting documentation is maintained
• Attain and maintain level of competence as required by the firm (CAS)
• Maintain all standards of performance as required by the firm
• Communicating with other professionals, such as estate agents, solicitors and valuers
• Ensure relevant CPD is maintained and recorded accurately