At a Glance
- Tasks: Provide expert mortgage advice and manage client cases from start to finish.
- Company: Fast-growing Wealth Management firm in Northwest London with a supportive culture.
- Benefits: Competitive salary, uncapped commission, and strong lead flow for success.
- Other info: Great career growth opportunities in a thriving business.
- Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
- Qualifications: Experience in mortgage advice and a passion for client service.
The predicted salary is between 35000 - 40000 £ per year.
My client is a fast-growing Wealth Management firm based in North West London, providing holistic financial advice across mortgages, protection, investments, and financial planning. Due to rapid expansion, they are looking to strengthen their mortgage team by appointing a driven and client-focused Mortgage Adviser. This is an excellent opportunity to join a dynamic and supportive business offering strong lead flow, robust infrastructure, and genuine long-term career prospects.
The successful candidate will provide high-quality mortgage and protection advice to a warm client base, managing cases from initial consultation through to completion while delivering exceptional client service.
- Provide regulated mortgage advice in line with FCA requirements
- Conduct detailed client fact-finds and affordability assessments
- Recommend suitable mortgage and protection solutions
- Manage applications through to completion
