Mortgage Advisor

Mortgage Advisor

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

  • Tasks: Help clients find the best mortgage solutions and manage applications.
  • Company: Join an award-winning finance brokerage known for exceptional service.
  • Benefits: Enjoy a competitive salary, performance bonuses, and hybrid work options.
  • Why this job: Be part of a growing team with opportunities for career advancement and professional development.
  • Qualifications: Must have 2+ years as a mortgage adviser and a full CeMAP qualification.
  • Other info: Work in a supportive environment with access to diverse mortgage products.

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

Job Title: Experienced Mortgage Adviser / Consultant Location: Tamworth / Hybrid after training
Salary: £(phone number removed) + Performance-Based Monthly Bonus
Job Type: Full-Time Mon-Fri 9-5.30pm

My client are an award-winning specialist finance brokerage and are looking for an experienced Mortgage Adviser to play an integral role in their growth plans and be part of an industry-leading business. They pride themselves on delivering top-tier financial solutions and exceptional customer service.

As a Specialist Mortgage Adviser, you will benefit from leads generated for you. Your primary focus will be on regulated mortgage contracts for both, 1st and 2nd charge mortgages, but you will also need experience in identifying and handling specialist finance opportunities, including buy-to-let, commercial, and bridging finance.

Key Responsibilities:

  • Conduct extensive fact-find appointments with clients to understand their mortgage needs and financial position.
  • Evaluate clients\’ financial information to determine eligibility for mortgage products.
  • Provide professional, high-quality advice and recommend suitable mortgage products that meet clients\’ needs.
  • Rationalize and document product choices and reasons for recommendations.
  • Collaborate with third-party lenders and internal Case Managers to ensure timely and accurate processing of mortgage applications.
  • Liaise with internal Quality Assurance staff to ensure compliance and continual development.
  • Stay up-to-date with industry regulations and changes in mortgage products and services.
  • Build and maintain relationships with clients, lenders, and other industry professionals.

Requirements:

Minimum of 2 years of experience as a regulated mortgage adviser.
Full CeMAP (or equivalent) qualification.
Proven track record of successful sales and client relationship management.
Excellent communication and interpersonal skills.
Strong understanding of the mortgage market and regulatory environment.
Ability to work independently and as part of a team.
High level of attention to detail and organizational skills.

What We Offer:

  • Competitive salary with a performance-based bonus structure.
  • Comprehensive training and continuous professional development.
  • Supportive and collaborative team environment.
  • Opportunities for career advancement within a growing company.
  • Access to a wide range of mortgage products and protection solutions.

If you are a motivated and experienced mortgage adviser looking to take the next step in your career, please call me on (phone number removed) or email me on (url removed) #J-18808-Ljbffr

Mortgage Advisor employer: Four Squared Recruitment Ltd

Join an award-winning specialist finance brokerage in Tamworth, where you will thrive in a supportive and collaborative team environment. With a focus on professional development and career advancement, this role as a Mortgage Adviser offers competitive salary packages, performance-based bonuses, and access to a diverse range of mortgage products. Be part of a company that values exceptional customer service and empowers its employees to excel in their careers.
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Contact Detail:

Four Squared Recruitment Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Advisor

✨Tip Number 1

Network with other mortgage professionals in your area. Attend local finance events or join online forums to connect with others in the industry. This can help you gain insights into the market and potentially lead to referrals.

✨Tip Number 2

Stay updated on the latest mortgage products and regulatory changes. Subscribe to industry newsletters or follow relevant social media accounts. This knowledge will not only boost your confidence but also impress potential employers during interviews.

✨Tip Number 3

Prepare for the interview by practising common questions specific to mortgage advising. Focus on scenarios where you've successfully helped clients navigate complex mortgage situations, as this will showcase your expertise and problem-solving skills.

✨Tip Number 4

Demonstrate your commitment to customer service during interactions with the hiring team. Share examples of how you've gone above and beyond for clients in the past, as this aligns with the company's focus on exceptional service.

We think you need these skills to ace Mortgage Advisor

Regulated Mortgage Advice
CeMAP Qualification
Client Relationship Management
Sales Skills
Financial Analysis
Attention to Detail
Communication Skills
Interpersonal Skills
Knowledge of Mortgage Products
Understanding of Regulatory Environment
Organisational Skills
Team Collaboration
Problem-Solving Skills
Adaptability to Industry Changes

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience as a regulated mortgage adviser. Include specific achievements, such as successful sales figures or client satisfaction ratings, to demonstrate your expertise in the mortgage market.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your understanding of the mortgage industry and how your skills align with the responsibilities outlined in the job description.

Highlight Relevant Qualifications: Clearly state your qualifications, especially your CeMAP (or equivalent) certification. This is crucial for demonstrating your eligibility for the position and your commitment to professional standards.

Showcase Communication Skills: Since excellent communication is key for this role, provide examples in your application of how you've successfully built relationships with clients and colleagues in previous positions. This will help illustrate your interpersonal skills.

How to prepare for a job interview at Four Squared Recruitment Ltd

✨Know Your Mortgage Products

Make sure you have a solid understanding of the various mortgage products available, including buy-to-let and bridging finance. Be prepared to discuss how these products can meet different client needs during your interview.

✨Demonstrate Your Client Relationship Skills

Highlight your experience in building and maintaining relationships with clients. Share specific examples of how you've successfully managed client expectations and provided exceptional service in your previous roles.

✨Stay Updated on Industry Regulations

Familiarise yourself with the latest regulations and changes in the mortgage market. Being knowledgeable about compliance will show that you are proactive and serious about your role as a Mortgage Adviser.

✨Prepare for Fact-Finding Scenarios

Be ready to demonstrate your fact-finding skills through role-play or scenario-based questions. Practice how you would conduct an appointment to assess a client's financial position and recommend suitable mortgage options.

Mortgage Advisor
Four Squared Recruitment Ltd
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