Senior Mortgage Advisor

Senior Mortgage Advisor

Weybridge Full-Time 48000 - 72000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Advise high-net-worth clients on property finance and specialist lending solutions.
  • Company: Join Capital Private Finance, part of the UK's largest estate agency network.
  • Benefits: Enjoy hybrid working, competitive salary, uncapped commission, and generous holiday.
  • Why this job: Be part of a dynamic team with a focus on customer service and success.
  • Qualifications: Must hold full CeMAP or equivalent and have 2 years of broker experience.
  • Other info: We value diversity and encourage all qualified candidates to apply.

The predicted salary is between 48000 - 72000 £ per year.

Senior Mortgage Advisor

We are seeking a Senior Mortgage Advisor to join our premium Estate Agency Partner, Hamptons, in Weybridge. This role offers the opportunity to advise on protection or refer within our trusted in-house network. The ideal candidate will have experience working with high-net-worth (HNW) clients. On-target earnings: £80,000

This role offers hybrid working between home and the office.

Capital Private Finance was established in 2010 and specialises in all aspects of property finance. Being part of the largest and most successful estate agency and property services provider in the UK, working with over 110 branches of Hamptons and John D Wood across London and the South.

Our advisors provide advice to clients regarding their property-based finance needs and are able to assist those with complex income structures and more unusual circumstances. In addition our advisors are to assist clients with specialist lending solutions such as bridging, equity release and commercial.

The right candidate will

  • Hold full CeMAP or equivalent qualification.
  • Ideally 2 years active broker experience.
  • Provide an excellent level of customer service.
  • A drive and enthusiasm to succeed.

Within this role you will be provided with:

  • Competitive salary, uncapped commission (realistic OTE £80k+), with the opportunity of an annual bonus based on performance.
  • Minimum 25 days holiday (increasing with length of service), car allowance, pension, healthcare and other employee benefits.
  • Leads from our Hamptons colleagues.

Capital Private Finance is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.

Don’t meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you’re excited about this role but your experience doesn’t fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.

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Senior Mortgage Advisor employer: Connells Group

At Capital Private Finance, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters growth and inclusivity. Located in the vibrant town of Weybridge, our Senior Mortgage Advisors benefit from competitive salaries, uncapped commission potential, and a comprehensive benefits package, including generous holiday allowances and healthcare. We are committed to supporting our employees' professional development while providing a collaborative environment where they can thrive and make a meaningful impact in the property finance sector.
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Contact Detail:

Connells Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Mortgage Advisor

✨Tip Number 1

Network with professionals in the property finance sector, especially those who work with high-net-worth clients. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the role.

✨Tip Number 2

Familiarise yourself with the specific needs and challenges faced by high-net-worth clients in mortgage financing. This knowledge will help you demonstrate your expertise during interviews and show that you understand the nuances of the market.

✨Tip Number 3

Prepare to discuss your previous experiences with complex income structures and unusual lending circumstances. Highlighting your problem-solving skills and adaptability will make you stand out as a candidate who can handle diverse client needs.

✨Tip Number 4

Research Capital Private Finance and their partnership with Hamptons. Understanding their values, services, and client base will allow you to tailor your conversations and show genuine interest in becoming part of their team.

We think you need these skills to ace Senior Mortgage Advisor

CeMAP or equivalent qualification
Experience with high-net-worth clients
Excellent customer service skills
Strong communication skills
Knowledge of property finance
Understanding of complex income structures
Familiarity with specialist lending solutions (bridging, equity release, commercial)
Sales and negotiation skills
Ability to work independently and as part of a team
Time management and organisational skills
Problem-solving abilities
Drive and enthusiasm to succeed
Adaptability to changing market conditions

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience with high-net-worth clients and any relevant qualifications, such as CeMAP. Use specific examples to demonstrate your expertise in property finance.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your understanding of the unique needs of HNW clients and how you can provide exceptional service.

Highlight Relevant Experience: In your application, emphasise your active broker experience and any specific cases where you've successfully navigated complex income structures or provided specialist lending solutions.

Show Enthusiasm: Convey your drive and enthusiasm for the role in both your CV and cover letter. Employers appreciate candidates who are genuinely excited about the opportunity and the potential to succeed.

How to prepare for a job interview at Connells Group

✨Showcase Your Experience with HNW Clients

Make sure to highlight your experience working with high-net-worth clients during the interview. Share specific examples of how you've successfully navigated their unique financial needs and provided tailored solutions.

✨Demonstrate Your Knowledge of Property Finance

Brush up on the latest trends and regulations in property finance, especially those relevant to bridging, equity release, and commercial lending. Being well-informed will show your potential employer that you're serious about the role.

✨Prepare for Scenario-Based Questions

Expect scenario-based questions that assess your problem-solving skills. Prepare by thinking of complex cases you've handled in the past and how you approached them, particularly those involving unusual circumstances.

✨Emphasise Customer Service Excellence

Since providing excellent customer service is crucial for this role, be ready to discuss how you've gone above and beyond for clients in previous positions. Use specific examples to illustrate your commitment to client satisfaction.

Senior Mortgage Advisor
Connells Group
C
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