At a Glance
- Tasks: Provide expert mortgage advice and support clients through the application process.
- Company: Established financial services business in London with a focus on client relationships.
- Benefits: Competitive salary, professional development, and opportunities for career growth.
- Other info: Build strong relationships and enjoy a rewarding career in a supportive environment.
- Why this job: Join a dynamic team and help clients achieve their homeownership dreams.
- Qualifications: CeMAP qualification and 2 years' experience in the mortgage market required.
The predicted salary is between 40500 - 49500 £ per year.
Mortgage Adviser
Location
London
Job Type
- Permanent
- A fantastic opportunity has arisen for an experienced
Mortgage Adviser to join an established financial services business based in London.
The successful candidate will provide professional mortgage advice to clients, helping them identify suitable lending solutions and supporting them throughout the application process.
The role will also involve advising on related insurances and, where appropriately qualified, equity release.
This is an excellent opportunity for an organised, confident and personable adviser who is looking to build strong, long-term relationships with clients and introducers and develop a loyal repeat client base.
Key Responsibilities
- Liaise with new and existing clients to understand their mortgage and lending requirements.
- Research and source suitable mortgage options using sourcing systems and manual research where required.
- Provide clients with clear, concise and professional advice.
- Meet or speak with clients to assist with application and form completion.
- Submit mortgage applications to lenders and manage the process through to completion.
- Ensure all regulatory and compliance requirements are fully met.
- Liaise with lenders, surveyors, solicitors and other parties involved in the mortgage application.
- Keep clients regularly informed of application progress.
- Maintain accurate and up-to-date records on the CRM system, including relevant notes and dates for future re-broking.
- Ensure client documentation is appropriately recorded and maintained in line with company procedures.
- Update relevant systems, documents and figures as required.
- Attend industry roadshows and seminars to maintain and develop technical knowledge.
- Build strong relationships with clients and introducers, generating repeat business and referrals.
Requirements
Ce MAP or equivalent mortgage advice qualification.
- Equity Release qualification
- if not already qualified, this will need to be obtained within 12 months of joining.
- Minimum
2 years' experience within the mortgage market .
- Excellent organisational skills with strong attention to detail.
- Ability to manage a busy diary and prioritise workload effectively.
- Friendly, confident and professional communication style.
- Strong client relationship-building skills.
- Good understanding of mortgage processes and compliance requirements.
- Knowledge of
360 and Twenty7Tec software would be advantageous.
The Ideal Candidate
We are looking for a motivated and professional Mortgage Adviser who is confident dealing directly with clients and capable of managing cases from initial enquiry through to completion.
You will be highly organised, detail-oriented and committed to providing a high standard of client service, with the ability to develop lasting relationships and generate repeat business and referrals.
If you are an experienced Mortgage Adviser looking for your next opportunity in London, we would be keen to hear from you.
Mortgage Advisor in London employer: Blakemore Recruitment Careers
As a Senior IFA Administrator in Holborn, London, you will join a dynamic team dedicated to delivering exceptional service to our esteemed private clients. Our company fosters a supportive work culture that prioritises professional growth, offering comprehensive training and the opportunity to progress towards becoming a fully qualified Paraplanner. With competitive salary packages and a range of benefits, we are committed to investing in our employees' futures, making us an outstanding employer for those seeking meaningful and rewarding careers.
Contact Details:
Blakemore Recruitment Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Advisor in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Blakemore Recruitment Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Mortgage Advisor in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Blakemore Recruitment Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Blakemore Recruitment Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Blakemore Recruitment Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Blakemore Recruitment Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Blakemore Recruitment Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Blakemore Recruitment Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
