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- Tasks: Help clients secure the right mortgage for their personal or business goals.
- Company: Reputable brokerage with over 20 years of experience in Woking.
- Benefits: Flexible home working, warm leads provided, and full administrative support.
- Why this job: Great earning potential and the chance to develop in both residential and commercial lending.
- Qualifications: CeMAP qualification and 2-3 years’ experience in a similar role required.
- Other info: Join a supportive team that values personal development and strong client relationships.
The predicted salary is between 36000 - 60000 £ per year.
Location: Woking, home working after training
Salary: Paid on commission; high earning potential on a self-employed basis, OTE uncapped
Hours: Hours to suit on self-employed basis. Office based 4 days per week for initial training then after training 1 day per week office based and remote working
Benefits: Training provided to help broaden your systems experience; Home based role with flexible working and approximately one day per week in the office; Regular warm leads provided to complement your own client base; access to industry systems and full administrative, compliance and IT support.
Aspire Jobs are working with a long standing and reputable brokerage that has been serving clients for over twenty years based in Woking. They are seeking to recruit an ambitious and hungry Mortgage Advisor to work with a wide variety of clients, from first time buyers through to established business owners seeking commercial finance solutions. This role offers great earning potential and flexibility with home-based working (after training) and the chance to develop across both residential and commercial lending. They are FCA regulated and offer whole of market deals to their customers. This means you have more lending options open to you as a broker. They are a tight knit team who are very supportive and friendly.
You will be responsible for guiding clients through important funding decisions, helping them secure the right borrowing for their personal or business goals. The successful Mortgage Advisor will be joining a supportive business which encourages continuous personal development. In addition to your portfolio of clients, you will also benefit from receiving warm leads each month, enabling you to build a strong and sustainable pipeline. The role is self-employed with administrative support and offers significant earning potential for a motivated Mortgage Advisor.
The successful Mortgage Advisor will have:
- CeMAP qualification, 1, 2 & 3 is essential
- Minimum 2-3 years’ experience within a similar role
- Ability to work on a self-employed basis and attend the New Milton office once per week is essential
- Must have own transport and be able to drive
- Drive and hungry to generate sales
- Strong customer service skills with the ability to build good working relationships
- Ideally, their own portfolio of clients
- Strong experience of handling commercial or more complex cases is desirable
- Have a driving licence and own vehicle
Key responsibilities of the Mortgage Advisor:
- To proactively generate new business
- To support and guide clients through the mortgage process
- To liaise with mortgage lenders, solicitors and valuers
- To encourage long term relationships with clients that increase additional lending or re-mortgaging opportunities
Locations
Mortgage Advisor in Surrey, Woking employer: Aspire Jobs
Contact Detail:
Aspire Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor in Surrey, Woking
✨Network Like a Pro
Get out there and meet people! Attend industry events, join local business groups, or even hit up social media platforms like LinkedIn. The more connections we make, the better our chances of landing those warm leads and referrals.
✨Show Off Your Skills
When you get the chance to chat with potential clients or employers, don’t hold back! Share your success stories and how your CeMAP qualifications have helped others. We want them to see just how valuable we can be in guiding their mortgage decisions.
✨Follow Up, Follow Up, Follow Up
After meeting someone or sending out proposals, always follow up! A quick message or call can keep us top of mind. It shows we’re keen and ready to help them with their mortgage needs, which is exactly what they want!
✨Utilise Our Website
Don’t forget to check out our website for job openings and resources! Applying through us not only gives you access to exclusive opportunities but also connects you with a supportive team that’s eager to help you succeed in your mortgage advisor journey.
We think you need these skills to ace Mortgage Advisor in Surrey, Woking
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Mortgage Advisor role. Highlight your CeMAP qualifications and relevant experience, especially in generating new business and handling complex cases. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for helping clients and your drive to succeed in a self-employed role. Let us know why you're the perfect fit for our supportive and friendly team.
Showcase Your Customer Service Skills: As a Mortgage Advisor, strong customer service skills are key. In your application, share examples of how you've built relationships with clients and guided them through important decisions. We love seeing real-life experiences!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we can’t wait to hear from you!
How to prepare for a job interview at Aspire Jobs
✨Know Your Stuff
Make sure you brush up on your CeMAP qualifications and have a solid understanding of both residential and commercial lending. Be ready to discuss your previous experiences and how they relate to the role, especially any complex cases you've handled.
✨Show Your Sales Drive
This role is all about generating new business, so come prepared with examples of how you've successfully built client relationships in the past. Highlight your motivation and strategies for driving sales, as this will resonate well with the interviewers.
✨Be Ready for Scenario Questions
Expect questions that put you in real-life situations, like how you'd handle a difficult client or a complex mortgage case. Practise your responses to these scenarios, showcasing your problem-solving skills and customer service expertise.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, support systems, and the types of clients you'll be working with. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
