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- Tasks: Guide clients through financing journeys and manage mortgage applications from start to finish.
- Company: Join a market-leading firm with a strong reputation in specialist finance.
- Benefits: Enjoy remote work options, uncapped commission, and full admin support.
- Why this job: Make a real difference for clients while growing your career in a supportive team environment.
- Qualifications: Must have CAS status and full CeMap qualification with prior experience as a Mortgage Advisor.
- Other info: Opportunity for progression to partnership and additional training provided.
The predicted salary is between 52000 - 78000 £ per year.
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 £4,047 (mortgage and broker fee only).
For ambitious brokers, the firm operates a \”progression to partnership programme\” where you can become a shareholder and executive within the business.
ADDITIONAL TRAINING PROVIDED
The company will provide additional 121 upskill training focusing on their area of expertise covering specialist finance products and services.
EARNINGS:
YEAR 1: £65,000 OTE (uncapped commission structure)
YEAR 2: £100,000 OTE (uncapped commission structure)
YEAR 3: £130,000 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 firm\’s internal training program (costs are covered by the firm). Once completed, you’ll 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 £4,047 (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 ongoing training and development, full admin support, and a great team environment.
APPLY TODAY
If you’re already an adviser who wants to earn more, is obsessed with delivering 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.
WHY JOIN THIS FIRM?
- All leads provided at no cost to adviser.
- All systems provided at no cost to adviser.
- Equipment provided by the firm.
- Large case sizes.
- 121 training provided to upskill brokers in our 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.
- A “Progression to Partner Programme” for ambitious advisers.
CANDIDATE REQUIREMENTS
As the Mortgage Broker / Financial Services Advisor, 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-C
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Contact Detail:
AWD online Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Broker / Financial Services Advisor
✨Tip Number 1
Network with other professionals in the mortgage and financial services industry. Attend local events or join online forums to connect with potential colleagues and clients, which can help you gain insights and referrals.
✨Tip Number 2
Familiarise yourself with the latest trends in mortgage products and services. This knowledge will not only boost your confidence but also demonstrate your commitment to staying ahead in the field 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 the firm thoroughly before your interview. Understand their values, culture, and the specifics of their 'progression to partnership programme' so you can articulate why you're a great fit for their team.
We think you need these skills to ace Mortgage Broker / Financial Services Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your CeMAP qualification, CAS status, and any 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 ambition to grow within the company and how you align with their values, particularly in delivering great service.
Highlight Relevant Skills: In your application, emphasise skills such as negotiation, customer focus, and time management. Provide examples of how you've identified innovative lending solutions and streamlined processes in previous roles.
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 are crucial in the financial services sector.
How to prepare for a job interview at AWD online
✨Showcase Your CeMAP Qualification
Make sure to highlight your CeMAP qualification during the interview. Discuss how this certification has equipped you with the necessary skills and knowledge to excel as a Mortgage Broker, and be prepared to provide examples of how you've applied this expertise in previous roles.
✨Demonstrate Your Client-Centric Approach
Since the role emphasises exceptional client service, be ready to share specific instances where you've gone above and beyond for clients. This could include how you identified their unique needs and tailored solutions accordingly, showcasing your ability to build trust and rapport.
✨Prepare for Technical Questions
Expect questions related to mortgage products, lending options, and the application process. Brush up on current industry trends and regulatory changes, as being knowledgeable will demonstrate your commitment to staying ahead in the field.
✨Discuss Your Ambitions
The firm values ambitious individuals who are eager to grow. Be open about your career aspirations, especially regarding the 'Progression to Partnership Programme'. Share how you envision your future within the company and how you plan to contribute to its success.
