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For Companies At a Glance
- Tasks: Advise clients on mortgage products and manage the entire mortgage process.
- Company: Join a fast-growing fintech revolutionizing financial advice in the UK.
- Benefits: Enjoy a competitive salary, flexible working, and generous annual leave.
- Why this job: Be part of a creative team focused on client satisfaction and innovative solutions.
- Qualifications: 2+ years as a Mortgage Adviser with relevant qualifications and strong communication skills.
- Other info: Experience in a scale-up or FinTech environment is a plus!
The predicted salary is between 36000 - 60000 £ per year.
Job Title: Mortgage Adviser
Location : London (Flexible Working: 2-3 days in the office)
Salary : to £50,000 + Benefits + Discretionary Bonus
About Us
Our client is a fast-growing fintech business aiming to revolutionise financial advice in the UK. Their mission is to put human advisers at the centre of every client relationship, while leveraging technology to streamline processes and enhance service delivery.
The Role
We are seeking an experienced Mortgage Adviser with 2+ years of experience to join a leading financial services business. The ideal candidate will have a strong understanding of mortgage advice, regulatory requirements, and a customer-centric approach to service.
You will be responsible for advising clients on the best mortgage products to suit their needs, managing the entire mortgage process from start to finish, and ensuring compliance with industry standards.
Key Responsibilities
- Mortgage Advice : Provide expert mortgage advice tailored to each client's individual needs.
- Client Management : Manage the mortgage process for clients from initial inquiry through to completion, ensuring a smooth and efficient service.
- Compliance : Ensure all advice and processes comply with relevant regulatory standards and internal policies.
- Customer Focus : Deliver a superior customer experience, addressing any concerns and ensuring client satisfaction.
- Collaboration : Work closely with other teams, including financial planning, compliance, and technology, to provide holistic client outcomes.
Requirements
- Relevant qualification to provide mortgage advice in the UK (e.g. CeMAP / Certificate in Mortgage Advice)
- 2+ years of experience as a Mortgage Adviser
- Strong knowledge of mortgage products, regulatory requirements, and industry trends
- Excellent communication and interpersonal skills
- A customer-focused, results-driven mindset with the ability to manage multiple clients simultaneously
Desirable (But Not Essential)
- Qualification to give protection advice (e.g. Certificate in Protection, R05 Protection Advice)
- Experience in a scale-up business environment (0-100 employees)
- Experience using Salesforce
- Experience working in a FinTech company
What We Offer
- Competitive salary up to £50,000 + discretionary bonus
- 25 days annual leave + flexible working arrangements
- Pension, private medical, income protection, and death in service benefits
- Budget for continued learning and professional exams
- Electric vehicle leasing through salary sacrifice / cycle to work scheme
- Flexible working hours and hybrid remote working (2-3 days a week in the office)
- Entrepreneurial, creative environment with a diverse, multinational team
Mortgage Adviser employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Adviser
✨Tip Number 1
Make sure to highlight your experience in managing the mortgage process from start to finish. This role requires a strong understanding of client management, so be prepared to discuss specific examples where you've successfully guided clients through their mortgage journey.
✨Tip Number 2
Familiarize yourself with the latest mortgage products and regulatory requirements in the UK. Being up-to-date will not only help you in the interview but also demonstrate your commitment to providing expert advice tailored to clients' needs.
✨Tip Number 3
Showcase your customer-centric approach by preparing anecdotes that illustrate how you've gone above and beyond for clients. This will resonate well with the company's mission to enhance service delivery through human advisers.
✨Tip Number 4
If you have experience working in a fintech environment or using tools like Salesforce, make sure to mention it. This could set you apart from other candidates and align with the company's innovative approach to financial advice.
We think you need these skills to ace Mortgage Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Mortgage Adviser. Focus on your understanding of mortgage products, regulatory requirements, and any customer-centric achievements that demonstrate your ability to manage client relationships effectively.
Craft a Compelling Cover Letter: In your cover letter, express your passion for the fintech industry and how you align with the company's mission to enhance financial advice. Mention specific experiences that showcase your expertise in mortgage advice and your commitment to delivering exceptional customer service.
Highlight Relevant Qualifications: Clearly list your qualifications, such as CeMAP or any other relevant certifications, in both your CV and cover letter. This will help demonstrate your credibility and readiness for the role.
Showcase Collaboration Skills: Since the role involves working closely with other teams, include examples in your application that illustrate your ability to collaborate effectively. Highlight any experiences where you worked with financial planning, compliance, or technology teams to achieve client outcomes.
How to prepare for a job interview at mbf
✨Showcase Your Expertise
Be prepared to discuss your experience in mortgage advice in detail. Highlight specific cases where you successfully matched clients with the right mortgage products, demonstrating your understanding of regulatory requirements and industry trends.
✨Emphasize Customer-Centric Approach
Since the role focuses on delivering a superior customer experience, share examples of how you've managed client relationships. Discuss how you addressed client concerns and ensured satisfaction throughout the mortgage process.
✨Demonstrate Compliance Knowledge
Familiarize yourself with relevant regulatory standards and internal policies. Be ready to explain how you ensure compliance in your advice and processes, as this is crucial for the role.
✨Highlight Collaboration Skills
The position requires working closely with various teams. Prepare to discuss your experience collaborating with financial planning, compliance, and technology teams to achieve holistic client outcomes.
