As a Mortgage and Protection Adviser you can expect to follow up leads from potential customers to convert into sales, source leads proactively from all available routes, and recommend the most suitable product to suit the customer's needs and priorities. You will need to assess customer affordability, achieve set individual targets, continuously develop market knowledge and maintain a pipeline.
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The customer onboarding specialist is responsible for onboarding new customers and capable of reviewing a high volume of KYC and KYB submissions. They have mastered the foundations of customer onboarding for both individuals and business entities, and know how to spot a fake ID. They will verify documents, making sure all requirements are met and conducting preliminary investigations, working closely with fraud and compliance teams.