HNW Mortgage Adviser

HNW Mortgage Adviser

Torquay Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
Q

At a Glance

  • Tasks: Help clients achieve their homeownership dreams through tailored mortgage solutions and expert advice.
  • Company: Join Howard Mortgages, a family-run business with over 20 years of community service and excellence.
  • Benefits: Enjoy flexible remote work options, uncapped earning potential, and ongoing professional development.
  • Why this job: Be part of a supportive team that values honesty and professionalism while making a real impact.
  • Qualifications: Must have 2-3 years of experience as a Mortgage Advisor and in-depth product knowledge.
  • Other info: Conduct consultations via face-to-face, Zoom/Teams, or telephone, adapting to client preferences.

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

Howard Mortgages has been established for over 20 years and is located in Torquay with hybrid working options. We are seeking a motivated and self-driven Mortgage Advisor to join our esteemed team and contribute to our legacy of excellence in helping individuals achieve their homeownership dreams.

We take great pride in our brand with an open, honest, and professional approach to the services we provide to our customers.

  • Conduct thorough consultations, leveraging your wealth of experience to understand clients' financial goals and tailor mortgage solutions accordingly.
  • Assist with the servicing of over 2000 existing Howard Mortgages customers, as well as dealing with leads from an established network of introducers.
  • Conduct appointments either face to face, via Zoom/Teams, or by telephone.
  • Stay abreast of the latest mortgage products, interest rates, and industry trends, delivering expert advice that reflects our decades of experience.
  • Utilise your expertise to conduct comprehensive financial analyses, ensuring that our clients receive personalised mortgage recommendations while adhering to regulatory standards.
  • Provide unwavering support to clients throughout the mortgage application process, ensuring a seamless and positive experience.
  • Leverage your well-established presence to build and strengthen relationships with estate agents, financial institutions, and industry professionals.
  • Share insights gained from over 20 years of industry experience, keeping abreast of local real estate market conditions.

Requirements:

  • Proven track record as a Mortgage Advisor with a minimum of 2-3 years.
  • In-depth knowledge of mortgage products, regulations, and financial principles.

Flexible Schedule: Uncapped Earning Potential: Remote Work Opportunities: Embrace the flexibility of remote work or choose a combination of remote and in-office collaboration.

Professional Development: Access ongoing training and development opportunities to stay at the forefront of industry advancements.

Q

Contact Detail:

Quilter Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land HNW Mortgage Adviser

✨Tip Number 1

Network with local estate agents and financial institutions in Torquay. Building relationships with these professionals can lead to valuable referrals and insights into the local market, which is crucial for a HNW Mortgage Adviser.

✨Tip Number 2

Stay updated on the latest mortgage products and industry trends. Regularly attending webinars or workshops can enhance your knowledge and demonstrate your commitment to professional development, making you a more attractive candidate.

✨Tip Number 3

Prepare to showcase your financial analysis skills during interviews. Be ready to discuss specific examples of how you've tailored mortgage solutions for clients in the past, highlighting your ability to meet their unique financial goals.

✨Tip Number 4

Emphasise your experience in providing exceptional customer service. Share stories that illustrate how you've supported clients throughout the mortgage application process, as this aligns with Howard Mortgages' commitment to a seamless client experience.

We think you need these skills to ace HNW Mortgage Adviser

Mortgage Product Knowledge
Financial Analysis
Regulatory Compliance
Client Relationship Management
Consultation Skills
Networking Skills
Communication Skills
Problem-Solving Skills
Sales Skills
Attention to Detail
Time Management
Adaptability
Industry Knowledge
Customer Service Orientation

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience as a Mortgage Advisor, particularly focusing on your track record and any specific achievements in the mortgage industry. Use keywords from the job description to align your skills with what Howard Mortgages is looking for.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients achieve their homeownership dreams. Mention your experience with financial analysis and your ability to provide tailored mortgage solutions, as these are key aspects of the role.

Showcase Product Knowledge: In your application, demonstrate your understanding of current mortgage products and industry trends. This could be through specific examples of how you've successfully advised clients in the past or how you stay updated with market conditions.

Highlight Networking Skills: Emphasise your ability to build relationships within the industry. Mention any connections you have with estate agents or financial institutions, as this will show Howard Mortgages that you can enhance their trusted network.

How to prepare for a job interview at Quilter

✨Showcase Your Expertise

As a Mortgage Advisor, it's crucial to demonstrate your in-depth knowledge of mortgage products and financial principles. Be prepared to discuss recent trends in the industry and how they might impact clients' decisions.

✨Prepare for Client Scenarios

Think of various client scenarios you might encounter and how you would tailor your advice to meet their specific needs. This will show your ability to conduct thorough consultations and provide personalised recommendations.

✨Highlight Your Networking Skills

Since building relationships is key in this role, be ready to talk about your existing network and how you plan to leverage it. Mention any successful collaborations with estate agents or financial institutions that have benefited your clients.

✨Emphasise Your Commitment to Client Support

Discuss your approach to supporting clients throughout the mortgage application process. Share examples of how you've ensured a seamless experience for clients in the past, showcasing your dedication to excellent service.

HNW Mortgage Adviser
Quilter
Q
  • HNW Mortgage Adviser

    Torquay
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-06-22

  • Q

    Quilter

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