Knight Frank Finance LLP is a premier independent advisory firm specialising in mortgage and protection insurance. As a wholly owned subsidiary of Knight Frank LLP, the world’s largest privately-owned global real estate agency and consultancy, we maintain the high standards of quality, integrity, and diligence that are synonymous with the Knight Frank name worldwide.

We are the world’s leading independent international property consultancy, headquartered in the UK, offering agency and professional advice across Commercial, Residential and Rural sectors. Established in 1896, Knight Frank now comprises a global network of over 20,000 people in 600+ Offices across 50 Territories.

We are seeking a dedicated Mortgage and Protection Insurance Advisor to provide comprehensive, client-focused advisory services. The successful candidate will deliver personalised advice and recommendations, ensuring that clients are at the heart of our business. As this role operates within a Financial Conduct Authority (FCA)-regulated environment, the advisor will be responsible for the accuracy and suitability of their advice and product recommendations.

Key Responsibilities:

1. Client Engagement:
   • Proactively reach out to potential clients referred by the Knight Frank Finance mortgage team.
   • Clearly explain our services and regulatory status from the initial contact, ensuring clients understand our offerings and processes.
2. Client Consultation:
   • Conduct a thorough Fact-Find on the CRM system to assess the client's financial situation, future needs, and preferences. This will demonstrate a deep understanding of the client (KYC) and ensure they receive tailored advice and recommendations.
   • Provide clients with all necessary documentation as outlined in the sales process.
3. Documentation and Compliance:
   • Gather and verify all required documents to support your advice and recommendations before submitting applications to providers.
   • Ensure all clients are verified and certified before submitting their information to protection providers.
   • Follow Knight Frank Finance's protection policies and procedures from initial contact to policy placement.
4. Performance and Reporting:
   • Meet and exceed the objectives and targets set in your annual business plan, as agreed with your line manager.
   • Attend weekly sales meetings, as well as monthly and quarterly results meetings, to present your performance across all targeted areas.
   • Support additional income streams and contribute to the overall growth of the business.
5. CRM and Case Management:
   • Submit fully completed cases on the CRM system within three working days, including all supporting email correspondence, documents, and a consultant checklist.
   • Ensure all client communication is documented in the CRM system to maintain a complete audit trail.
6. Revenue and Sales Targets:
   • Consistently hit monthly and annual revenue targets to contribute to the company's success.
7. Company Values and Brand Promotion:
   • Embrace and effectively promote the company values and brand in all client interactions.

Accountability:

1. Advice and Recommendations:
   • Provide accurate, thorough advice and recommendations to clients, documenting these in detailed Demands & Needs letters sent before submitting applications.
2. Compliance:
   • Adhere strictly to the AML policy, reporting any potential risks to the Compliance Officer.
   • Follow the Data Protection policy, including maintaining a clear desk policy.
   • Report any regulatory breaches to the compliance department immediately.
   • Complete any required remedial actions within seven days.
3. Record Keeping:
   • Maintain all necessary documentation to support your advice and recommendations, ensuring that all notes and documents are added to the company’s CRM system.
4. Industry Competence:
   • Stay updated on industry knowledge and products to remain competent and compliant in your role.

This role demands a commitment to delivering exceptional service while adhering to regulatory requirements. If you are passionate about client-centric financial advice and ready to contribute to our continued success, we invite you to apply.

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Please note: this is a Direct Search led by Knight Frank. Applications from recruitment agencies will not be accepted nor will fees be paid for unsolicited CVs, even if provided by PSL agencies.

We are committed to creating an inclusive, diverse and equitable workplace. We welcome applications from all individuals and provide equal opportunities for everyone.  We also offer reasonable adjustments to ensure all candidates have a fair chance during the recruitment process.