At a Glance
- Tasks: Provide expert mortgage advice and build strong client relationships.
- Company: Dynamic finance brokerage with a supportive team culture.
- Benefits: Competitive salary, uncapped commission, ongoing training, and hybrid work model.
- Other info: Great career progression opportunities in a fast-paced environment.
- Why this job: Join a high-performing team and make a real impact in the finance sector.
- Qualifications: 2+ years in second charge lending and CeMAP qualified.
The predicted salary is between 35000 - 50000 £ per year.
An established and growing specialist finance brokerage is seeking an experienced Mortgage Advisor with a background in second charge lending. This is an excellent opportunity for a motivated and ambitious individual looking to join a high-performing team within a supportive and dynamic environment.
Leads and enquiries are provided through a combination of company-generated business, introducers, and professional partnerships.
Key Responsibilities- Provide professional, proactive and client-focused mortgage advice
- Build and maintain strong relationships with clients throughout the lending journey
- Deliver excellent customer service and achieve sales targets
- Communicate effectively with lenders, clients and third parties involved in the process
- Develop and maintain relationships with banks and lending partners
- Maintain accurate and compliant client records using the company CRM system
- Follow internal compliance procedures and maintain detailed case records
- Liaise with clients before and after application submission
- Support review and referral strategies
- Work collaboratively with colleagues and contribute to team development
- Strong sales motivation and target-driven mindset
- Excellent communication and relationship-building skills
- High standards of customer service
- Strong organisation and time management abilities
- Good understanding of mortgage and lending products
- Ability to work independently and use initiative
- Strong analytical and numerical skills
- Accurate with strong attention to detail
- Professional, personable and self-motivated
- Minimum 2 years’ experience advising on secured or second charge loans
- Experience managing cases from enquiry through to completion
- CeMAP qualified (or equivalent)
- Proven track record in second charge mortgage sales
- Comfortable working to targets in a fast-paced environment
- Good understanding of property finance solutions and exit strategies
- Confident using CRM systems and Microsoft Office applications
- Competitive basic salary
- Uncapped commission structure
- Ongoing training and professional development
- Long-term career progression opportunities
- Hybrid working model
This opportunity would suit an experienced specialist mortgage advisor looking to join a progressive brokerage with strong lead flow and clear earning potential.
Specialist Mortgage Advisor in Bath employer: Dobson Welch Recruitment Specialists
Join a dynamic and supportive team as a Specialist Mortgage Advisor in Bristol, where your expertise in second charge lending will be valued and rewarded. With a competitive salary, uncapped commission structure, and ongoing professional development, this role offers not just a job, but a pathway to long-term career growth in a thriving brokerage environment. Experience a culture that prioritises collaboration and excellence, ensuring you have the tools and support needed to succeed.
Contact Details:
Dobson Welch Recruitment Specialists Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Specialist Mortgage Advisor in Bath
✨Tip Number 1
Network like a pro! Get out there and connect with other professionals in the mortgage industry. Attend local events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and opportunities that you won’t find on job boards.
✨Tip Number 2
Practice your pitch! When you get the chance to meet potential employers or clients, make sure you can clearly articulate your experience and what makes you a great fit for the role. A confident and engaging pitch can set you apart from the competition.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the position. It’s also a great opportunity to reiterate why you’re the perfect match for their team and to keep yourself top of mind.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for talented individuals like you. Plus, applying directly can sometimes give you an edge over other candidates. So, what are you waiting for? Get your application in!
We think you need these skills to ace Specialist Mortgage Advisor in Bath
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Specialist Mortgage Advisor role. Highlight your experience in second charge lending and any relevant qualifications like CeMAP. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about mortgage advising and how you can contribute to our high-performing team. Keep it professional but let your personality come through!
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! If you've hit sales targets or built strong client relationships, let us know. Numbers and examples speak volumes about your capabilities.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Dobson Welch Recruitment Specialists
✨Know Your Stuff
Make sure you brush up on your knowledge of second charge lending and mortgage products. Be ready to discuss specific cases you've handled and how you navigated challenges. This shows you're not just familiar with the theory but have practical experience too.
✨Build Rapport
During the interview, focus on building a connection with your interviewer. Use your excellent communication skills to engage them in conversation. Ask questions about their experiences and the company culture; this demonstrates your interest and helps you stand out.
✨Showcase Your Achievements
Prepare to share specific examples of your past successes in mortgage advising. Highlight how you met or exceeded sales targets and maintained strong client relationships. Numbers speak volumes, so if you can quantify your achievements, do it!
✨Be Organised
Demonstrate your strong organisation and time management skills by being punctual and prepared. Bring any necessary documents, like your CV and references, and have a list of questions ready. This shows that you take the opportunity seriously and are ready to hit the ground running.
