Mortgage Sales Consultant

Mortgage Sales Consultant

Full-Time 27000 - 33000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Connect buyers and sellers with expert mortgage advice while building strong relationships.
  • Company: Join KFH, London's largest property services group with a collaborative culture.
  • Benefits: Enjoy seasonal social events, charity involvement, and a diverse work environment.
  • Other info: Great opportunities for personal growth and career development await you!
  • Why this job: Make a real difference in people's lives by guiding them through their mortgage journey.
  • Qualifications: Strong communication skills and a knack for building rapport are essential.

The predicted salary is between 27000 - 33000 £ per year.

At KFH we are looking for a mortgage sales consultant to join our team in Wimbledon, London.

With over 50 branches across the capital we are London's largest property services groups, and we are growing!

We offer a range of services including sales, lettings and conveyancing partnerships.

You'll be the key link between our estate agency clients and our trusted mortgage partner; helping buyers, sellers, and prospective movers connect with expert advice.

This is not a hard sales role, it's about building rapport, understanding customer needs, and guiding them toward the right support at the right time.

Responsibilities of a mortgage sales consultant include

  • Engaging with estate agency clients (buyers, sellers, and viewers) to introduce mortgage services
  • Booking appointments directly into mortgage advisers’ calendars
  • Promoting the value of our trusted mortgage partner and the benefits they offer
  • Liaising with branch teams (negotiators and managers) to maximise referral opportunities

You will report into our Head of Conveyancing and Business Development.

We pride ourselves on working in collaboration and know that together our employees are at the heart of driving our success.

What's important to us?

  • A strong influencer with excellent verbal communication, able to engage effectively and build productive relationships at all levels
  • Proven track record of using initiative and innovation to shape decisions and drive positive outcomes
  • Highly organised with strong planning and time-management skills, capable of coordinating multiple priorities efficiently

We celebrate success with seasonal social events throughout the year plus we have regular involvement with our chosen London-based charity, London Youth.

Activities vary from cake sales to Tough Mudder to marathons and we encourage our employees to participate.

KFH is an equal opportunity employer.

We are committed to creating a diverse and inclusive environment for all employees.

KFH. People. We get it.

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Mortgage Sales Consultant employer: Prospect Estate Agents

KFH in Wimbledon, London, is an excellent employer that prioritises collaboration and diversity within its team. As a Mortgage Solutions Advisor, you will benefit from a supportive work culture that fosters personal growth and development, ensuring you have the tools to succeed in guiding clients effectively. With a commitment to employee well-being and a focus on meaningful client relationships, KFH offers a rewarding environment for those looking to make a real impact in the mortgage industry.

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Contact Details:

Prospect Estate Agents Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Mortgage Sales Consultant

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Prospect Estate Agents. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Mortgage Sales Consultant

Verbal Communication
Relationship Building
Customer Needs Assessment
Appointment Scheduling
Influencing Skills
Initiative
Innovation

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Prospect Estate Agents.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Prospect Estate Agents's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Prospect Estate Agents

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Prospect Estate Agents.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Prospect Estate Agents will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Prospect Estate Agents employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.