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Careers At Wis
Start your career as a Credit Executive (Mortgages)
Exciting opportunity for a ACCA/ CIMA / CIM / Banking past finalist/ graduate to work in the UK Financial
sector (office based in Sri Lanka)
The WIS Group a fast-growing group of companies in the Accountancy and Financial services industry in the
UK seeks to recruit a Credit Executive (Mortgages) to be employed in the mortgage advisory arm of the
company.
WIS mortgages works with all leading UK banks, Insurers and Mortgage Brokers and provide financial advice
to its clients through financial advisors. The recruit will undergo a training period after which will be
promoted
as a Para Planner within a short period of time. As a Para Planner, you would be required to provide
recommendations to Financial Advisors based in the UK.
This is an excellent opportunity to break into the financial services sector and work with
leading international Banks and Insurers.
We are looking for:
Sharp individuals who can work independently with very limited supervision.
Excellent standard of English expected (Written and spoken)
Excellent report-writing skills
Good analytical skills
Work UK hours (2.00 pm to 10.0pm in the winter and 1.30 pm to 9.30 pm in the summer) from our
Office - Bernard's Business Park, Dutugemunu Steet, Kohuwala.
Occasionally work Saturday. Also, a few days a week late shift (8 hours - night traveling will be
arranged
if working from the office and extra payments will be given)
What is expected from the role of Credit Executive (Mortgages):
Identify the Financial requirements of the client (For example mortgage and life insurance
requirements) and evaluate the creditworthiness of the client by assessing their finances and
Providing recommendations to financial advisors.
Provide reports to clients with reasons for recommending financial products.
Liaise with banks / Insurers as needed by providing documentation to back up the decisions made.
Benefits:
Salary - negotiable based on experience.
Travel Allowance
Commission
Performance-based bonus up to 2-month salary after confirmation
WIS Mortgages and Insurance Services is a trading style of WIS Contractor Mortgages Ltd which is registered in England and Wales. Registered Number 11496588. Registered Office 4 Imperial Place, Maxwell Road, Borehamwood, England, WD6 1JN.
WIS Contractor Mortgages Ltd is authorised and regulated by the Financial Conduct Authority. Registered number 824411.
Your property may be repossessed if you do not keep up repayments on your mortgage.
Mortgage services are provided at no extra cost to you, we will receive a fee from the lender once the mortgage completes. For insurance business we offer products from a choice of insurers.
We are an independent firm for insurance products we offer.
You may have to pay an early repayment charge to your existing lender if you remortgage. Your savings will depend on personal circumstances.