Mortgage Advisor — Client‐Focused Guidance & Compliance in Chelmsford
Mortgage Advisor — Client‐Focused Guidance & Compliance

Mortgage Advisor — Client‐Focused Guidance & Compliance in Chelmsford

Chelmsford Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide tailored financial advice and manage client relationships in a dynamic environment.
  • Company: Reputable mortgage brokerage in Chelmsford with a focus on client satisfaction.
  • Benefits: Negotiable salary based on experience and opportunities for professional growth.
  • Why this job: Make a real difference in clients' lives while ensuring compliance and building lasting relationships.
  • Qualifications: Strong mortgage knowledge, customer-facing experience, and a CeMAP qualification or equivalent.
  • Other info: Full-time, on-site role with at least 2 years of relevant experience required.

The predicted salary is between 36000 - 60000 £ per year.

A reputable mortgage brokerage in Chelmsford seeks a Mortgage Advisor for a full-time, on-site role.

Responsibilities include:

  • Assessing client needs for tailored financial advice
  • Managing relationships
  • Ensuring compliance with regulations

Applicants must have:

  • A strong knowledge of mortgages
  • Customer-facing experience
  • A CeMAP qualification or equivalent

Previous experience of at least 2 years is essential, with salary negotiable based on experience.

Mortgage Advisor — Client‐Focused Guidance & Compliance in Chelmsford employer: David Lewis Mortgage Services Ltd

Join a reputable mortgage brokerage in Chelmsford, where we prioritise client-focused guidance and compliance in a supportive work environment. Our culture fosters professional growth through continuous training and development opportunities, ensuring that our Mortgage Advisors thrive in their roles while enjoying a competitive salary and benefits package. Experience the unique advantage of working in a vibrant community that values collaboration and excellence in service delivery.
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Contact Detail:

David Lewis Mortgage Services Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Advisor — Client‐Focused Guidance & Compliance in Chelmsford

Tip Number 1

Network like a pro! Reach out to your connections in the mortgage industry and let them know you're on the hunt for a Mortgage Advisor role. You never know who might have the inside scoop on job openings or can put in a good word for you.

Tip Number 2

Prepare for those interviews by brushing up on your knowledge of mortgages and compliance regulations. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence.

Tip Number 3

Showcase your customer-facing experience! During interviews, share specific examples of how you've successfully managed client relationships and provided tailored advice. This will demonstrate your ability to excel in a client-focused role.

Tip Number 4

Don't forget to apply through our website! We make it super easy for you to find and apply for the Mortgage Advisor position. Plus, it shows you're serious about joining our team and helps us keep track of your application.

We think you need these skills to ace Mortgage Advisor — Client‐Focused Guidance & Compliance in Chelmsford

Knowledge of Mortgages
Customer-Facing Experience
CeMAP Qualification or Equivalent
Client Needs Assessment
Relationship Management
Regulatory Compliance
Financial Advice
Experience in Mortgage Brokerage

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in the mortgage sector and any relevant qualifications like CeMAP. We want to see how your skills match the role, so don’t hold back on showcasing your customer-facing experience!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Mortgage Advisor role. Share specific examples of how you've assessed client needs and provided tailored financial advice in the past.

Showcase Compliance Knowledge: Since compliance is key in this role, make sure to mention any experience you have with regulations in the mortgage industry. We want to know that you can navigate these waters smoothly while keeping clients’ best interests at heart.

Apply Through Our Website: We encourage you to apply directly through our website for a seamless application process. It’s the best way for us to receive your application and get to know you better!

How to prepare for a job interview at David Lewis Mortgage Services Ltd

Know Your Mortgages Inside Out

Make sure you brush up on your mortgage knowledge before the interview. Be prepared to discuss different types of mortgages, interest rates, and current market trends. This will show that you’re not just qualified but genuinely passionate about helping clients.

Showcase Your Client-Facing Skills

Since this role is all about client-focused guidance, think of examples from your past experience where you’ve successfully managed client relationships. Highlight how you’ve tailored advice to meet their needs and how you ensured compliance with regulations.

Prepare for Compliance Questions

Given the importance of compliance in this role, expect questions around regulatory requirements. Familiarise yourself with the latest regulations affecting mortgages and be ready to discuss how you’ve adhered to these in your previous roles.

Ask Insightful Questions

At the end of the interview, don’t forget to ask questions! Inquire about the brokerage’s approach to client relationships or how they stay updated with compliance changes. This shows your interest in the role and helps you gauge if it’s the right fit for you.

Mortgage Advisor — Client‐Focused Guidance & Compliance in Chelmsford
David Lewis Mortgage Services Ltd
Location: Chelmsford
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