Ryan Blair

This role involves:

• Providing mortgage and related protection insurance advice to new customers as well as revisiting existing clients to find out if their needs have changed and whether more suitable products are available.
• Discussing clients' personal and financial situation with them to ascertain their needs and try and source products to meet those needs.
• Obtaining and storing documents/client information and ensuring these are securely stored and forwarded to the appropriate organisations/people within set timescales.
• Regularly liaising with other relevant stakeholders (Financial Advice Networks, solicitors, estate agents, valuers etc)
• Ensuring continued professional development by regularly updating knowledge of lenders and providers' product requirements/criteria as well as wider economic/financial changes.
• Using client management system to input data/fact finds and upload relevant documents, ensuring all information is stored in an accurate and timely manner.

This role involved handling existing clients' renewal requirements, with a view to retaining as many clients as possible, as well as trying to driving new sales accounts growth. I looked after clients in Fermanagh/Tyrone/Armagh spending part of the week spent travelling to client's premises with remainder based in Carrickfergus head office,