At a Glance
- Tasks: Guide customers through tailored mortgage solutions and promote innovative finance products.
- Company: Dynamic financial services firm focused on ethical and inclusive finance.
- Benefits: Competitive salary, flexible working hours, and ongoing professional development.
- Why this job: Make a real difference in people's lives by providing expert financial advice.
- Qualifications: Experience in mortgage lending and strong organisational skills required.
- Other info: Join a collaborative team with opportunities for growth in the finance sector.
In this exciting role, you will provide expert guidance on Buy to Let (BTL) finance, ensuring our customers receive the best financial solutions tailored to their needs. You will also play a key role in promoting Islamic Bridge Finance, expanding our product offerings.
Key Accountabilities:
- Oversee both Regulated (Home Purchase Plan) and Non-Regulated (Buy to Let) home finance applications to completion, adhering to SLAs.
- Provide tailored product, term, and payment recommendations based on customer needs and circumstances.
- Ensure all finance applications adhere to policy and criteria.
- Deliver high-quality, compliant customer service.
- Conduct extensive due diligence on applications and assess risk.
- Achieve individual targets and contribute to the overall performance of the business, minimising risk.
- Continuously develop market and regulatory knowledge.
- Deliver continuous management information (MI), monitoring lead sources and their results.
- Generate leads and track potential customers to achieve new business goals.
- Achieve and maintain competence through continued professional development requirements.
- Comply with the principles of Conduct Risk, Treating Customers Fairly, and Consumer Duty regulations.
Essential Skills and Experience:
- Previous experience in home finance, mortgage lending, or related fields.
- Experience in advising clients on home purchase plans (HPP) or similar financial products.
- Proficient in computer use with the ability to navigate common IT systems.
- Strong organisational and time management abilities with the capacity to prioritise tasks.
- Understanding of the UK mortgage and Islamic finance market.
- Knowledge of regulatory requirements and industry best practices related to home finance and mortgage lending.
- Commitment to upholding ethical standards and promoting sharia-compliant financial solutions.
- A collaborative team player with strong relationship building skills who is motivated, proactive and highly engaged.
- CeMap or equivalent.
Mortgage Advisor in Shirley employer: 2mrw Group
Contact Detail:
2mrw Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor in Shirley
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, attend relevant events, and join online forums. The more people you know, the better your chances of landing that Mortgage Advisor role.
✨Tip Number 2
Practice your pitch! Be ready to explain how your experience aligns with the job description. Highlight your knowledge of BTL finance and Islamic Bridge Finance to show you're the perfect fit for the team.
✨Tip Number 3
Stay updated on market trends! Keep an eye on the latest developments in the UK mortgage and Islamic finance markets. This will not only boost your confidence but also impress potential employers during interviews.
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining us. It shows initiative and enthusiasm, which are key traits we look for in a Mortgage Advisor.
We think you need these skills to ace Mortgage Advisor in Shirley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in home finance and mortgage lending. We want to see how your skills align with the role, so don’t be shy about showcasing your expertise in advising clients on financial products!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the Mortgage Advisor role and how your background makes you the perfect fit. We love seeing genuine enthusiasm for the job!
Showcase Your Knowledge: Demonstrate your understanding of the UK mortgage and Islamic finance market in your application. We’re looking for candidates who are not just qualified but also knowledgeable about the industry and its regulations.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into our hands quickly and efficiently. Plus, it shows us you’re keen to join the StudySmarter team!
How to prepare for a job interview at 2mrw Group
✨Know Your Stuff
Make sure you brush up on your knowledge of Buy to Let finance and Islamic Bridge Finance. Familiarise yourself with the latest market trends and regulatory requirements, as this will show that you're not just a candidate, but a knowledgeable expert ready to provide tailored solutions.
✨Showcase Your Experience
Prepare specific examples from your previous roles where you've successfully advised clients on home purchase plans or similar products. Highlight how your recommendations led to positive outcomes for customers, demonstrating your ability to deliver high-quality, compliant service.
✨Demonstrate Your Organisational Skills
Since this role requires strong organisational and time management abilities, be ready to discuss how you prioritise tasks and manage multiple applications. You could even share a story about a time when you successfully met tight deadlines while ensuring compliance.
✨Emphasise Teamwork and Ethics
This position values collaboration and ethical standards. Be prepared to talk about how you work well in a team and your commitment to treating customers fairly. Share examples of how you've built relationships with clients and colleagues, and how you uphold ethical practices in your work.