At a Glance
- Tasks: Provide expert mortgage advice and manage client relationships across London, Essex, and Kent.
- Company: Join a reputable firm dedicated to delivering top-notch financial solutions.
- Benefits: Enjoy a competitive salary with an OTE of £100k and flexible working options.
- Why this job: Be part of a dynamic team that values compliance, client satisfaction, and personal growth.
- Qualifications: Must have CeMAP qualification and strong communication skills; experience is a plus.
- Other info: Opportunity to develop relationships with key introducers and grow your career in finance.
The predicted salary is between 36000 - 60000 £ per year.
Our client has a fantastic opportunity for the role of Mortgage Advisor. Your role will be to provide quality mortgage advice to clients, across the region of London, Essex or Kent, to service the client’s needs thoroughly, and provide advice in a professional, compliant, and efficient manner, whilst achieving minimum standards of performance across all key areas expected of an adviser.
Responsibilities:
- Responsibility to address all clients’ financial needs, and recommend and arrange a suitable package of solutions within a set sales process.
- Finalising cases and administrating paperwork within set deadlines.
- Responsibility to ensure that all sales are conducted in an efficient, compliant manner, and in accordance with Company’s compliance process.
- To respond quickly and positively to any request from a department or Manager within the company, and demonstrate flexibility in approach to work where this is required.
- Always conducting business, and acting in a way that represents the brand and the ethos of the Company well at all times.
- Assisting the Management where required with the continual development of strong relationships with the Company’s key introducers.
- Achievement of minimum Key Performance Indicators in all aspects of written and banked business.
- Achievement of minimum compliance standards as laid out by the Company, and its regulators, and adherence to the principle of Treating Customers Fairly.
- Identifying and converting opportunities to refer Pension, and Investment business to our sister IFA company.
Skills required:
- CeMAP qualification (or industry recognised equivalent).
- Ability to work well under pressure, and within tight deadlines.
- Team player, able to effectively interact with all departments.
- Efficient and organised.
- Target-driven.
- Client-focussed.
- Highly compliant.
- Good communication skills – both oral and written.
- Good IT skills.
- Clean Driving Licence.
Mortgage Advisor – Basic dependant on experience with a £100k OTE employer: Recruitment Avenue
Contact Detail:
Recruitment Avenue Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor – Basic dependant on experience with a £100k OTE
✨Tip Number 1
Network with professionals in the mortgage and finance industry. Attend local events or join online forums where you can connect with current Mortgage Advisors. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest mortgage products and market trends. Being knowledgeable about current offerings will not only boost your confidence but also impress potential employers during interviews.
✨Tip Number 3
Prepare for situational interview questions by practising how you would handle various client scenarios. This will demonstrate your problem-solving skills and your ability to provide compliant and effective advice.
✨Tip Number 4
Showcase your CeMAP qualification prominently in discussions and networking opportunities. Highlighting your credentials can set you apart from other candidates and show your commitment to the profession.
We think you need these skills to ace Mortgage Advisor – Basic dependant on experience with a £100k OTE
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Mortgage Advisor role. Emphasise your CeMAP qualification, client-focused approach, and any previous experience in financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for providing quality mortgage advice. Mention specific examples of how you've successfully addressed clients' financial needs in the past and how you can contribute to the company's goals.
Highlight Compliance Knowledge: Since compliance is crucial in this role, ensure you mention your understanding of compliance processes and your commitment to treating customers fairly. This will demonstrate your suitability for the position.
Showcase Communication Skills: In your application, provide examples of your strong communication skills, both written and oral. This could include experiences where you effectively interacted with clients or collaborated with team members to achieve targets.
How to prepare for a job interview at Recruitment Avenue
✨Know Your Mortgage Basics
Make sure you brush up on your mortgage knowledge, especially the latest trends and regulations. Being well-versed in the specifics of mortgage products will show that you're serious about the role and can provide valuable advice to clients.
✨Demonstrate Compliance Awareness
Since compliance is a key part of the job, be prepared to discuss how you ensure adherence to regulations. Share examples from your past experiences where you successfully navigated compliance challenges.
✨Showcase Your Client-Focused Approach
Prepare to talk about how you prioritise client needs. Use specific examples to illustrate how you've tailored solutions for clients in the past, demonstrating your ability to build strong relationships.
✨Highlight Your Teamwork Skills
As a Mortgage Advisor, you'll need to work closely with various departments. Be ready to discuss how you've collaborated with others in previous roles, and how you can contribute to a positive team environment.