Mortgage Adviser

Mortgage Adviser

Farnham Full-Time 28000 - 30000 £ / year (est.) No home office possible
K

At a Glance

  • Tasks: Provide mortgage advice and support clients in finding the best products.
  • Company: Join a successful and growing firm with a strong reputation in the industry.
  • Benefits: Enjoy a competitive salary, commission, 25 days holiday, and hybrid working options.
  • Why this job: Great opportunity for career progression and to make a real impact on clients' lives.
  • Qualifications: Cemap qualification preferred; open to motivated candidates looking to transition into advising.
  • Other info: Based in Farnham, with a supportive team and fun company culture.

The predicted salary is between 28000 - 30000 £ per year.

Job Description

A rare and exciting opportunity has arisen with a highly successful, well established and growing firm for somebody looking to pursue their career as a Mortgage Consultant. This role will suit a mortgage administrator looking to move into an advising or a newly qualified adviser looking to work for a firm that can offer clients, strong support, career progression and high earning potential,

Duties will include:

  • Giving whole of market mortgage and protection advice to a wide range of clients, mostly Surrey based
  • Working as part of a team (the company deals with mortgages, protection and wealth planning)
  • Ensuring a good rapport with long-standing clients of the firm
  • Dealing with new business leads (mostly via professional introducers, recommendations)
  • Researching the best products that are the most appropriate for the clients’ needs
  • Face-to-face meetings with clients and giving advice over the telephone
  • Liaising with lenders and providers
  • Remaining compliant at all times
  • Keeping abreast of interest rates/best deals
  • Staying in touch with clients – keeping on top of changes in circumstances

Person criteria:

  • Ideally Cemap qualified – working towards this/interested in pursuing this for a career in advising
  • Mortgage administrators looking to move into advising will be considered
  • Estate Agency Mortgage Consultants looking to work for an IFA firm will be considered
  • A great attitude, eagerness to succeed
  • Confident personality, good communicator, able to liaise well at all levels

Additional information:

  • The role is based in Farnham – initially office based, hybrid when established in the role
  • 9-5pm Monday – Friday
  • Starting salary: £28-30,000 attractive commission
  • 25 days holiday
  • Pension/Life
  • Christmas and summer parties
  • Full support in acquiring CeMap if required
  • Great career prospects

Mortgage Adviser employer: KFS Recruitment

Join a dynamic and supportive team in Farnham, where your career as a Mortgage Adviser can truly flourish. With a strong emphasis on employee growth, we offer comprehensive training, including support for obtaining your CeMap qualification, alongside an attractive salary and commission structure. Our vibrant work culture promotes collaboration and success, ensuring you have the resources and encouragement needed to excel in your role while enjoying a healthy work-life balance.
K

Contact Detail:

KFS Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Adviser

✨Tip Number 1

Network with professionals in the mortgage and finance industry. Attend local events or join online forums where you can connect with experienced Mortgage Advisers. This can help you gain insights into the role and potentially lead to referrals.

✨Tip Number 2

Familiarise yourself with the latest mortgage products and market trends. Being knowledgeable about current interest rates and best deals will not only boost your confidence but also impress potential employers during interviews.

✨Tip Number 3

Practice your communication skills, especially in face-to-face and telephone scenarios. Role-playing with a friend or mentor can help you articulate your thoughts clearly and build rapport with clients, which is crucial for this role.

✨Tip Number 4

Research the company thoroughly before your interview. Understand their values, services, and client base. This knowledge will allow you to tailor your responses and demonstrate your genuine interest in joining their team.

We think you need these skills to ace Mortgage Adviser

Mortgage Knowledge
Client Relationship Management
Communication Skills
Sales Skills
Attention to Detail
Research Skills
Compliance Awareness
Problem-Solving Skills
Teamwork
Negotiation Skills
Time Management
Adaptability
Customer Service Orientation
Financial Acumen

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in mortgage advising or administration. Emphasise any qualifications, such as CeMap, and showcase your communication skills and ability to build rapport with clients.

Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role. Mention why you are interested in transitioning from a mortgage administrator to an adviser and how your skills align with the company's values and goals.

Showcase Your Knowledge: Demonstrate your understanding of the mortgage market in your application. Mention any research you've done on current interest rates or products that could benefit potential clients, showing that you are proactive and informed.

Highlight Teamwork Experience: Since the role involves working as part of a team, include examples of past experiences where you successfully collaborated with others. This will show that you can contribute positively to the firm's team dynamic.

How to prepare for a job interview at KFS Recruitment

✨Know Your Mortgage Products

Make sure you have a solid understanding of the various mortgage products available in the market. Be prepared to discuss how different options can meet clients' needs, as this will demonstrate your expertise and ability to provide tailored advice.

✨Showcase Your Communication Skills

As a Mortgage Adviser, you'll need to communicate effectively with clients and colleagues. Practice articulating your thoughts clearly and confidently, and be ready to provide examples of how you've successfully built rapport with clients in the past.

✨Demonstrate Your Team Spirit

This role involves working as part of a team, so be prepared to discuss your experience collaborating with others. Highlight any instances where you've contributed to a team's success or supported colleagues in achieving their goals.

✨Stay Updated on Market Trends

Being knowledgeable about current interest rates and market trends is crucial for a Mortgage Adviser. Research recent changes in the mortgage landscape and be ready to discuss how these might impact clients' decisions during your interview.

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