Mortgage Adviser - Remortgage & Retention Desk
Mortgage Adviser - Remortgage & Retention Desk

Mortgage Adviser - Remortgage & Retention Desk

London Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients secure the best mortgage solutions while managing a steady pipeline of existing clients.
  • Company: Join one of the UK's largest and fastest-growing property services groups with a diverse brand portfolio.
  • Benefits: Enjoy a competitive salary, bonuses, remote work options, and generous holiday allowances.
  • Why this job: Be part of an award-winning team focused on customer success and career development in a dynamic environment.
  • Qualifications: Must be CeMAP qualified with at least 1 year of advisory experience and excellent communication skills.
  • Other info: Access to a virtual GP, mental health support, and exciting rewards for top achievers.

The predicted salary is between 36000 - 60000 £ per year.

Our client is one of the UK’s largest and fastest-growing property services groups, with a strong national presence and a diverse portfolio of brands. If you're looking to join an award-winning financial services business that operates within a dynamic property group, this is a fantastic opportunity. With ambitious growth plans and strong lead partnerships in place, the company is seeking driven and customer-focused individuals to be part of their success story. You’ll have the chance to develop in-depth industry expertise while helping clients secure the right mortgage solutions with care, clarity, and professionalism.

This opportunity is ideal for a confident, personable Mortgage Adviser who enjoys servicing a warm, existing client base with a focus on re-mortgages and retention.

What you’ll be doing:

  • Manage a steady pipeline of existing clients approaching re-mortgage.
  • Conduct thorough fact-finds and offer high-quality mortgage & protection advice.
  • Build long-term relationships with clients through exceptional service.
  • Utilise a supportive admin function to focus on advice and delivery.
  • Work within a modern CRM system and efficient compliance process.

What we’re looking for:

  • CeMAP (or equivalent) qualified Mortgage Adviser.
  • Minimum 1 year of advisory experience.
  • Have exceptional communication skills with the ability to build strong relationships with customers and clients.
  • Comfortable working in a fast-paced, structured environment.
  • Motivated to hit targets and deliver consistent results.

What’s on offer:

  • A basic salary of up to £30k depending on experience.
  • Guaranteed bonuses for up to 6 months based on current pipeline/track record.
  • A generous tiered commission structure. Year 1 OTE - £50,000 to £75,000, Year 2 onwards OTE £100,000.
  • Office-based with 1-day remote working post probation.
  • Genuine career development with regular structured training and support.
  • Quarterly and yearly awards including trips abroad.
  • Salary sacrifice pension scheme.
  • Generous Holiday allowance, increasing by 1 day per year based on service up to an additional 5 days holiday per year.
  • Excellent opportunities for career progression.
  • Rewards and incentives for Top achievers.
  • Excellent parental leave & company fertility policy in place.
  • Access to an Employee assistant programme including access to a virtual GP 24/7 and mental health first aiders.
  • Retail discounts.

Mortgage Adviser - Remortgage & Retention Desk employer: Pure Resourcing Limited

Our client stands out as an exceptional employer in South East London, offering a vibrant work culture within one of the UK's largest property services groups. Employees benefit from a competitive salary, generous commission structure, and extensive career development opportunities, all while enjoying a supportive environment that prioritises work-life balance and employee well-being. With regular training, recognition for top achievers, and a commitment to fostering long-term relationships with clients, this role as a Mortgage Adviser promises not only professional growth but also a rewarding and fulfilling career.
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Contact Detail:

Pure Resourcing Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Adviser - Remortgage & Retention Desk

✨Tip Number 1

Familiarise yourself with the latest mortgage products and market trends. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying informed in a fast-paced industry.

✨Tip Number 2

Network with other professionals in the mortgage and property sectors. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights that could give you an edge in your application.

✨Tip Number 3

Prepare to discuss your previous experiences in detail, especially those related to client management and achieving targets. Be ready to share specific examples of how you've successfully helped clients with re-mortgages or retention strategies.

✨Tip Number 4

Showcase your communication skills by practising mock interviews with friends or mentors. Focus on how you can build long-term relationships with clients, as this is a key aspect of the role and will set you apart from other candidates.

We think you need these skills to ace Mortgage Adviser - Remortgage & Retention Desk

CeMAP qualification or equivalent
Advisory experience in mortgage services
Exceptional communication skills
Relationship-building skills
Ability to work in a fast-paced environment
Target-driven mindset
Knowledge of mortgage products and regulations
Proficiency in CRM systems
Attention to detail
Customer service orientation
Problem-solving skills
Time management skills
Adaptability to changing circumstances
Team collaboration skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience as a Mortgage Adviser, particularly focusing on your advisory experience and any qualifications like CeMAP. Emphasise your communication skills and ability to build relationships with clients.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the mortgage industry and your customer-focused approach. Mention specific examples of how you've successfully managed client relationships and provided high-quality advice in previous roles.

Highlight Relevant Experience: In your application, clearly outline your experience with re-mortgages and retention. Use metrics or achievements to demonstrate your success in hitting targets and delivering results in a fast-paced environment.

Show Enthusiasm for the Role: Convey your excitement about the opportunity to work with a dynamic property group. Mention how you align with their growth plans and how you can contribute to their success story as a Mortgage Adviser.

How to prepare for a job interview at Pure Resourcing Limited

✨Know Your Mortgage Products

Make sure you have a solid understanding of the different mortgage products available, especially those related to remortgaging and retention. Being able to discuss these confidently will show your expertise and help you build trust with the interviewer.

✨Demonstrate Relationship-Building Skills

Since the role focuses on managing existing clients, be prepared to share examples of how you've successfully built and maintained client relationships in the past. Highlight your communication skills and any strategies you've used to ensure customer satisfaction.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving abilities and how you handle client concerns. Think of specific situations where you provided excellent service or resolved issues effectively, and be ready to discuss them.

✨Show Your Motivation and Results Orientation

The company is looking for driven individuals who can hit targets. Be ready to talk about your previous achievements and how you plan to contribute to the company's success. Use metrics or examples to illustrate your results-driven mindset.

Mortgage Adviser - Remortgage & Retention Desk
Pure Resourcing Limited
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