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- Tasks: Provide tailored mortgage advice and boost customer satisfaction through effective communication.
- Company: Join a trusted financial services company with a focus on growth and collaboration.
- Benefits: Competitive salary, car allowance, pension, and 31 days holiday.
- Why this job: Make a real impact in people's lives while advancing your career in finance.
- Qualifications: 12 months of financial services experience and a Certificate in Mortgage Advice (CeMAP).
- Other info: Flexible working, dedicated support, and opportunities for professional development.
The predicted salary is between 30000 - 35000 £ per year.
Description: Mortgage Advisor Please note that you MUST be located within Essex or East London (or at least nearby within reason) in order to qualify for this role, as you will attend appointments within these areas and you will need to visit the field office once or twice per week, which is near Brentwood, Essex. Work Style: Hybrid / Work from Home; Head Office near Brentwood, Essex – field work around Essex, East London and surrounding areas (London appointments are often held via Teams/Zoom video meetings unless you live in the London area). Basic Salary: £30,000 – £35,000 commensurate with experience (car allowance included within this range) OTE: £75,000 to £85,000 including bonus, pension, and benefits Location: Southeast 8.30am to 5.30pm Mon to Thu, 8.30am to 5pm Fri Mortgage Advisor – The Role: Join us as a Mortgage Advisor and become a key player in driving our residential mortgage sales and boosting customer satisfaction. Be the face of residential mortgage advice, reporting to the adviser team management, and take charge of expanding business from our established customer database, website, and organic inquiries. Your customer interactions will open doors to referral opportunities with our equity release and wealth management teams, offering additional remuneration prospects. Collaborate with the wider team both in the field and at the office, promoting Financial Services. Mortgage Advisor – What We Offer: Access to top mortgage lender products from the whole market with leading terms and rates. An Extensive database and inquiries from our digital marketing channels and partnerships department. Dedicated Personal Assistant to support you, managing cases from application to completion. Pre-qualified appointments from our Customer Contact Centre booked directly into your diary. Advanced CRM system to generate inquiries and manage your pipeline. IT and marketing support from our internal departments. Regular CPD events, training, and product updates from lenders. Mortgage Advisor – Role Responsibilities: Provide tailored mortgage advice to customers via phone, video, or in-person. Deliver comprehensive recommendations, including KFIs and Suitability Reports. Proactively contact customers and maximize all inquiries using our database. Ensure FCA compliance in all regulated activities. Maintain accurate records in line with our CRM digital record-keeping standards. Follow the company\’s sales process for customer communications. Adhere to Consumer Duty principles and compliance. Participate in training courses and CPD activities. Your Qualifications: Minimum of 12 months financial services experience in financial advice. Proven sales success and compliant practice with CAS status. Excellent written and verbal communication skills. Experience managing professional relationships. Sales environment experience with targets. Proficiency in Microsoft 365 and industry-standard software. Certificate in Mortgage Advice (CeMAP). Your Personal Attributes: Ethical and customer service focused. Efficient time management. Caring, empathetic, and initiative-taking attitude. Collaborator with self-motivation. Commitment to exceptional advice and service, aiming for excellent online reviews. Bring your unique qualities and we\’ll support your growth in our expanding company. Our core values are Trust, Honesty, and Service, reflected in our flexible working approach. Other Benefits: Free parking at head office. Collaboration with national and local advisers. Pension. 31 days holiday (including bank holidays, and Christmas closure. Career progression with a growing national company. Discounted staff rates for financial advice. Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of… Kings Permanent Recruitment for Estate Agents is a \”Specialist Estate Agency Recruitment Service\” dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA’s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn
Mortgage Advisor employer: Kings Permanent Recruitment Ltd
Contact Detail:
Kings Permanent Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local events, join online forums, or even hit up social media groups. The more you engage, the more likely you are to hear about job openings before they’re advertised.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your success stories and how you’ve helped clients in the past. This is your moment to shine and show them why you’re the perfect fit for the Mortgage Advisor role.
✨Follow Up
After any interview or networking event, drop a quick thank-you email. It shows you’re keen and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate your interest in the position!
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only makes your application stand out but also gives you access to all the perks we offer as a company. Let’s get you on board!
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Mortgage Advisor role. Highlight your financial services experience and any relevant qualifications like CeMAP. We want to see how your skills align with what we’re looking for!
Show Off Your Communication Skills: Since this role involves a lot of customer interaction, it’s crucial to demonstrate your excellent written and verbal communication skills. Use clear and concise language in your application to reflect this. Remember, we value clarity and professionalism!
Highlight Your Sales Success: Don’t forget to mention your proven sales success! Share specific examples of how you’ve met or exceeded targets in previous roles. This will help us see your potential impact on our team and customer satisfaction.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Kings Permanent Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your mortgage knowledge and the latest market trends. Familiarise yourself with the products offered by various lenders, as well as any recent changes in regulations. This will not only show your expertise but also your commitment to providing top-notch advice.
✨Showcase Your Communication Skills
As a Mortgage Advisor, you'll need to communicate effectively with clients. Practice articulating complex information clearly and concisely. Consider role-playing common scenarios with a friend or family member to build confidence in your delivery.
✨Demonstrate Your Customer Focus
Highlight your customer service experience and how you've gone above and beyond for clients in the past. Be ready to share specific examples of how you've built relationships and provided tailored solutions, as this aligns perfectly with the company's values.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
