Mortgage and Protection Manager - Derby

Newton Solney
09 Mar 2018
25 Mar 2018
Contract Type
Full Time

Mortgage and Protection Manager - Derby

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.

Our Wealth Management teams provide a range of services to HSBC customers, supporting key life events, such as saving for university fees, buying a new home to retirement; whilst protecting their family and interests for every eventuality, providing confidence and reassurance.

We support every aspect of a customer's financial life, helping them to grow, manage and preserve their wealth and provide a professional service in a world of increasing complexity. This includes a greater range of financial products and solutions, and a better understanding of our customers' affairs. For us, Wealth Management is genuinely a relationship-based service.

For our customers, this means a tailored approach, personalised attention and our teams working collaboratively to support their entire life journey.

As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

We are currently seeking an ambitious individual to join this team in the role of Mortgage and Protection Manager - Derby

In this role, you will:

  • Support a Branch Manager by providing a professional mortgage and protection advice service to both new and existing customers in line with the Bank's policy on treating customers fairly (TCF)
  • Meet customers' needs for Mortgage, Life Protection and General Insurance products, helping customers achieve a mortgage package that is fully tailored to their individual needs
  • Identify and meet customers' wider protection needs and provide continuous service to ensure protection products provided remain suitable for the customer
  • Provide training/development of lead generators in the Mortgage arena
  • Recognise the wider financial planning needs of individual customers and make referrals to other areas of the bank, where the customers' wider needs can be met
  • Proactively develop and strengthen customer relationships and, in doing so, generate new business responsibly

To be successful in this role you should meet the following requirements:

  • You must hold a full CeMAP qualification or equivalent
  • CII RO1 (Financial Services, Regulations and Ethics) module is desirable; however, this is not essential for the role
  • Be able to undertake and complete the CII RO5 (Financial Protection) module within the first 12 months in the role
  • Ensure the delivery of satisfactory compliance and quality measure

For further details and application information please click "Apply" or visit our careers site, searching under reference 0000AJBC

You'll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC Bank Plc.