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For Companies At a Glance
- Tasks: Deliver expert mortgage and protection advice while building strong client relationships.
- Company: Join a respected independent financial advisory firm near Exeter.
- Benefits: Enjoy competitive salary, hybrid work, life assurance, and ongoing learning opportunities.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Minimum 2 years experience in mortgage advising with strong analytical skills.
- Other info: Dynamic role with opportunities for professional growth and development.
The predicted salary is between 36000 - 60000 £ per year.
Jo (Mrs H) at Avocet Commercial Careers has an outstanding opportunity for a Mortgage Broker with an independent financial advisory firm near Exeter. This is your chance to work with successful professionals and business owners while enjoying enhanced benefits including comprehensive life assurance and group income protection!
About the Client
Our client is an established independent financial advisory firm based close to Exeter, specialising in providing holistic financial advice to medical professionals and successful business owners. They believe in honesty, effective communication, and expertise, understanding that finance can be intricate and demanding.
About the Role
This permanent position is hybrid with the main office in Ottery St Mary. You will be delivering mortgage and protection advice to the highest standards while building and maintaining professional relationships with clients who are successful in their own fields. With a focus on achieving good client outcomes and adhering to FCA rules, you will have the opportunity to develop external business relationships and participate in business development projects.
Mortgage Broker Responsibilities
- Determine client expenses, income, insurance coverage, financial objectives, and tax status to advise on suitable mortgages and protection
- Answer client queries regarding the mortgage and protection process and recommendations
- Build and maintain your client base through exceptional service delivery
- Handle re-mortgage clients efficiently and professionally
- Stay updated on FCA financial regulations, market trends, and industry developments
- Seek and develop new external business relationships and opportunities
- Participate in proposition development and business development projects
- Develop relationships with professional introducers, product providers, and relevant parties
- Deliver recommendations that achieve good client outcomes
- Cover responsibilities for colleagues during absences as required
Mortgage Broker Requirements
Essential:
- Minimum 2 years experience as a Mortgage and Protection Adviser with demonstrably successful track record
- Qualified to CII CF6 (Mortgage Advice), CII R01, and CII R05 (Financial Protection) or CeMAP equivalent
- Strong analytical skills to assess complex financial data and recommend suitable solutions
- Deep understanding of financial markets and in-depth knowledge of mortgage and protection policies
- Excellent interpersonal and communication skills with ability to build trust and rapport
- Ability to explain financial concepts clearly to clients with varying financial literacy levels
- Entrepreneurial mindset with strong problem-solving skills
- High ethical standards with commitment to acting in clients' best interests
- Proficiency with software including MS Office Suite, Acre, and provider platforms
- Ability to work independently, prioritise workload, and manage conflicting deadlines
Desirable:
- Understanding of challenges facing business owners and successful professionals
- Experience advising medical professionals or high-net-worth clients
- Additional professional qualifications relating to specific niches
Benefits
- Competitive salary DOE
- Hybrid
- Enhanced employer pension contributions
- Life assurance and group income protection scheme
- Ongoing CPD support and learning opportunities
- Plus much more!
The Ideal Candidate
You are an experienced mortgage and protection adviser with a proven track record and entrepreneurial mindset. With your strong analytical skills and deep market knowledge, you excel at assessing complex financial situations and recommending suitable solutions. You possess excellent communication skills, allowing you to build trust with successful professionals and business owners while explaining financial concepts clearly. You are committed to high ethical standards, achieving good client outcomes, and staying current with regulatory requirements and market developments.
Contact Jo (Mrs H) at Avocet Commercial Careers for more information.
Mortgage Broker in Exeter employer: Avocet Legal Recruitment Ltd
Contact Detail:
Avocet Legal Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Broker in Exeter
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the finance and mortgage sectors. Attend industry events, join relevant online forums, and don’t be shy to reach out on LinkedIn. Building relationships can lead to job opportunities that aren’t even advertised!
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills as a Mortgage Broker. Share insights on social media about market trends or financial tips. This not only positions you as an expert but also attracts potential employers who are looking for someone with your knowledge.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to mortgage advising. Think about how you would handle client queries or complex financial situations. The more prepared you are, the more confident you’ll feel when it’s time to shine!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of great opportunities waiting for you. Plus, applying directly can sometimes give you an edge over other candidates. So, get your application in and let’s land that dream job together!
We think you need these skills to ace Mortgage Broker in Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Mortgage Broker role. Highlight your experience, especially your track record in mortgage and protection advice. We want to see how your skills align with what our client is looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your understanding of financial markets and your commitment to client outcomes. Let us know what makes you stand out!
Showcase Your Interpersonal Skills: Since building relationships is key in this role, make sure to highlight your excellent communication skills. Share examples of how you've built trust with clients in the past. We love seeing those personal touches!
Apply Through Our Website: Don't forget to apply through our website! It’s the easiest way for us to receive your application and ensures you’re considered for this fantastic opportunity. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Avocet Legal Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of mortgage and protection policies. Understand the latest FCA regulations and market trends, as this will show that you're not just qualified but also genuinely interested in the field.
✨Build Rapport
Since you'll be dealing with successful professionals and business owners, practice your interpersonal skills. Be ready to explain complex financial concepts in a way that's easy to understand, and don’t forget to listen actively to their needs.
✨Showcase Your Experience
Prepare specific examples from your past work where you've successfully advised clients or built strong relationships. Highlight your entrepreneurial mindset and problem-solving skills, as these are key traits for the role.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the firm’s approach to client relationships or their business development projects. This shows your enthusiasm for the role and helps you gauge if it’s the right fit for you.
