Mortgage Broker / Financial Services Advisor
Mortgage Broker / Financial Services Advisor

Mortgage Broker / Financial Services Advisor

London Full-Time 52000 - 78000 ÂŁ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Guide clients through financing journeys and manage mortgage applications from start to finish.
  • Company: Join Aluminum Window Designs Ltd, a market-leading firm in specialist finance.
  • Benefits: Enjoy remote work options, guaranteed income during training, and uncapped commission potential.
  • Why this job: Make a real difference for clients while working in a supportive and dynamic team environment.
  • Qualifications: Must be CeMAP qualified with CAS status and have experience managing a mortgage pipeline.
  • Other info: Partnership opportunities available for ambitious brokers looking to grow within the company.

The predicted salary is between 52000 - 78000 ÂŁ per year.

Join to apply for the Mortgage Broker / Financial Services Advisor role at Aluminum Window Designs Ltd 6 days ago Be among the first 25 applicants Join to apply for the Mortgage Broker / Financial Services Advisor role at Aluminum Window Designs Ltd Join a thriving team at a market-leading firm! We are seeking a highly motivated and experienced CeMAP-qualified Mortgage Broker / Financial Services Advisor with CAS status and a proven track record to join our dynamic firm, where the average case size across the team in 2024 was £4,097 (mortgage and broker fee only). PARTNERSHIP OPPORTUNITIES For ambitious brokers the firms operates a \”progression to partnership programme\” where you can become a shareholder and executive within the business. WHY JOIN THIS FIRM? All leads provided at no cost to adviser (60+ per month) Guaranteed income for training period All system provided at no cost to adviser Equipment provided by firm A Progression to Partner Programme for ambitious advisers 121 training provided to up skill brokers in the firms area of expertise Uncapped commission scheme Full admin support Control your own diary DA firm with no network oversight Bespoke CRM Great team environment Work with complex finance cases and add real value to clients Hybrid / remote working available Additional Training Provided The company will provide additional 121 up skill training focussing on their area of expertise covering specialist finance products and services. Earnings YEAR 1: £65,000 OTE (uncapped commission structure) YEAR 2: £120,000 OTE (uncapped commission structure) LOCATION: Remote / Home Based or Hybrid Successful candidates will need to commit to the first month being fully office based in Exeter, Devon, whilst you are completing the firms internal training program (cost are covered by the firm). Once completed youll have the option to work remotely from home or if you prefer work in a hybrid capacity, from home and the office in Exeter JOB TYPE: Full-Time, Self-Employed Contract Job Overview We have a fantastic new job opportunity for a Mortgage Broker / Financial Services Advisor who is CeMap qualified with CAS status and has a proven track record of successfully managing a significant mortgage pipeline and delivering exceptional client service. Working as the Mortgage Broker / Financial Services Advisor you will join a successful, leading and established niche UK firm where the average case size across the team in 2024 was £4,097 (mortgage and broker fee only). As the Mortgage Broker / Financial Services Advisor you will be responsible for working with clients to secure finance for their self-build and property development projects. This will involve identifying the most suitable lending options for clients, negotiating terms with lenders, and managing the mortgage application process from start to finish. As a successful candidate you will join a market leading firm that can offer on-going training and development, full admin support and a great team environment. APPLY TODAY If youre already an adviser who wants to earn more, is obsessed about delivering a great service and is ambitious to grow a business then this firm could be a fit for you. To be considered for this position please send in your CV as soon as possible for our Recruitment Team to review. DUTIES Your Duties As a Specialist Mortgage Advisor Will Include Become the trusted advisor: Guide clients through the entire financing journey for their unique projects Unleash the power of possibility: Identify and present the most innovative and competitive lending solutions tailored to each client\’s individual needs and circumstances Negotiate winning deals: Leverage your expertise to secure the best possible terms and conditions with lenders on behalf of your clients Streamline the process: Efficiently manage mortgage applications from start to finish, ensuring a smooth and seamless experience for all parties involved Stay ahead of the curve: Continuously enhance your knowledge by staying abreast of the latest industry trends and regulatory changes This is an exciting opportunity for a passionate and ambitious individual to make a real difference to clients. Join the team and build a fulfilling career in specialist finance. Candidate Requirements As the Mortgage Broker / Financial ServicesAdvisor you will have the following skills, experience and qualifications: CAS status Full CeMap qualification Previous experience as a Mortgage Advisor Ability to manage a large mortgage pipeline Customer focused Ability to manage multiple leads a day Ability to plan own time/diary efficiently Full UK driving licence How To Apply To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CVs of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-C13336 Full-Time, Contract Jobs, Careers and Vacancies. Find a new job and work remotely from home. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency. AWD-IN-SPJ Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Aluminum Window Designs Ltd by 2x Sign in to set job alerts for “Mortgage Broker” roles. 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Mortgage Broker / Financial Services Advisor employer: Aluminum Window Designs Ltd

Aluminum Window Designs Ltd is an exceptional employer, offering a dynamic work environment where ambitious Mortgage Brokers can thrive. With a strong focus on employee growth through a unique progression to partnership programme, comprehensive training, and full admin support, the firm ensures that its team members are well-equipped to succeed. The flexibility of remote or hybrid working arrangements, combined with a supportive culture and uncapped commission structure, makes this an attractive opportunity for those looking to make a meaningful impact in the financial services sector.
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Contact Detail:

Aluminum Window Designs Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Broker / Financial Services Advisor

✨Tip Number 1

Network with other mortgage brokers and financial advisors in your area. Attend industry events or join online forums to connect with professionals who can provide insights and potentially refer you to opportunities at firms like Aluminum Window Designs Ltd.

✨Tip Number 2

Familiarise yourself with the latest trends in the mortgage market, especially regarding self-build and property development financing. This knowledge will not only boost your confidence but also demonstrate your expertise during interviews.

✨Tip Number 3

Prepare to discuss your previous successes in managing a significant mortgage pipeline. Be ready to share specific examples of how you've delivered exceptional client service and negotiated favourable terms for clients.

✨Tip Number 4

Research Aluminum Window Designs Ltd thoroughly. Understand their values, services, and the unique selling points they offer to clients. Tailoring your conversation to align with their mission can set you apart from other candidates.

We think you need these skills to ace Mortgage Broker / Financial Services Advisor

CeMAP Qualification
CAS Status
Mortgage Application Management
Client Relationship Management
Negotiation Skills
Time Management
Customer Service Excellence
Knowledge of Lending Products
Regulatory Compliance Awareness
Pipeline Management
Problem-Solving Skills
Attention to Detail
Adaptability
Communication Skills
Sales Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your CeMAP qualification, CAS status, and relevant experience as a Mortgage Advisor. Use specific examples of how you've successfully managed a mortgage pipeline and delivered exceptional client service.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services industry. Mention your motivation to join Aluminum Window Designs Ltd and how you can contribute to their team with your skills and experience.

Highlight Relevant Skills: In your application, emphasise your ability to negotiate with lenders, manage multiple leads, and provide tailored lending solutions. These skills are crucial for the Mortgage Broker / Financial Services Advisor position.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is essential in the financial services sector.

How to prepare for a job interview at Aluminum Window Designs Ltd

✨Showcase Your CeMAP Qualification

Make sure to highlight your CeMAP qualification during the interview. This is crucial for the role, so be prepared to discuss how your training has equipped you to handle complex mortgage cases and provide exceptional client service.

✨Demonstrate Your Client-Centric Approach

Prepare examples of how you've successfully guided clients through the mortgage process in the past. Emphasise your ability to tailor solutions to individual needs and how you’ve built trust with clients.

✨Discuss Your Negotiation Skills

Be ready to talk about your experience negotiating terms with lenders. Share specific instances where you secured favourable deals for clients, showcasing your expertise and ability to deliver results.

✨Familiarise Yourself with Industry Trends

Stay updated on the latest trends and regulatory changes in the mortgage industry. Being knowledgeable will not only impress your interviewers but also demonstrate your commitment to continuous professional development.

Mortgage Broker / Financial Services Advisor
Aluminum Window Designs Ltd
Location: London
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