Address
Form of work
SalarySpecialist Mortgage Advisor
Remote
We are working with an awarding winning specialist finance brokerage, on their search for a Mortgage Adviser, to join the growing team.
Enjoy the benefits of pre-qualified leads generated for you, alongside the opportunity to contribute with your own leads. This position comes with attractive bonus and commission terms, rewarding your hard work and success.
Your primary focus will be regulated mortgage contracts, but you will also need to be experienced in identifying and dealing with specialist finance opportunities, including buy-to-key, commercial and bridging.
What is on offer:
Continuous learning opportunities in a supportive environment.
A mix of provided pre-qualified leads and the chance to add your own.
An attractive bonus scheme rewarding both company-generated and self-generated leads.
Responsibilities:
- Conduct an extensive fact-find appointment with clients to discuss and gain a thorough understanding of their mortgage needs and financial position.
- Effectively evaluate clients' financial information to determine their eligibility for mortgage products.
- Provide professional, high quality advice and a recommend suitable a mortgage product(s) that meet their needs
- Rationalise and document product choice and reasons for recommendation.
- Collaborate with third party lenders and internal Case Managers to ensure timely and accurate processing of mortgage applications.
- Build and maintain relationships with clients, lenders and other industry professionals.
Skills and experience:
- Strong knowledge of financial services, particularly in the mortgage and specialist finance industry.
- Excellent communication and interpersonal skills to effectively interact with clients and stakeholders.
- Ability to analyse financial information and carry out any required mathematical calculations.
- Problem solving and the ability to assess and identify products for clients
- Detail-oriented with strong organizational skills to manage multiple tasks and deadlines
- 2+ years in mortgage advising, skilled in various loan types.
- CeMap or equivalent qualification.
- Proven success in lead conversion and client advising.
