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Credit Executive (Mortgages)

WIS Accountancy Ltd
Sri Lanka (LK)
Not advertised
Closing date
Mar 27, 2024

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Job Role
Accounting Firm
Contract Type
Full Time
Level of qualification
CIMA, Other

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.


  • Salary - negotiable based on experience.
  • Travel Allowance
  • Commission
  • Performance-based bonus up to 2-month salary after confirmation
  • Medical Insurance

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