At a Glance
- Tasks: Help clients find the best mortgage deals and guide them through the process.
- Company: Dynamic mortgage brokerage in Corsham with a supportive team.
- Benefits: Competitive salary, ongoing training, and a chance to make a real difference.
- Other info: Great opportunity for career growth and building valuable relationships.
- Why this job: Join a fast-paced environment where you can help people achieve their homeownership dreams.
- Qualifications: Must have CeMap level 3 and strong communication skills.
The predicted salary is between 30000 - 40000 € per year.
We are currently recruiting for a Mortgage Broker to join our client based in Corsham.
Mortgage Sales
- Advise clients on the mortgage process by finding them the best deal.
- Actively take new leads by answering the phone and contacting Future Prospects.
- Conduct a thorough first call and fact find with clients.
- Ensure all technical jargon and choices are explained in line with FCA regulation.
- Research the Market Place for the best product for your client in accordance with their needs.
- Give best advice on the most appropriate deal for the client.
- Perform a recommendation (second) call with the client within 2-4 hours of the first call.
- Request documentation from the client in line with the process.
- Perform a full check that the documents are correct and abide by ML, FCA and Company processes.
- Write, complete, and send suitability letter to client within 24 hours of an application being submitted.
- Actively chase all clients through to application.
- Submit Mortgage Applications in a timely fashion.
In-House Referrals
- Actively introduce the services of the company in line with the process.
- Spot opportunity and introduce the services of the company as and when required.
Third Party Referrals
- Actively introduce third party services of Solicitors, Wills, Trust and Financial Advice.
Compliance & Other
- Send clients all regulatory disclosures and paperwork as required, in line with company procedures.
- Follow company policies and procedures and keep abreast of any changes that are communicated to you from the Compliance department via email.
- Lead to recommendation conversions to be minimum 80%.
- Lead to application conversions to be minimum 50%.
- Aim to answer the phone within 3 rings.
Minimum Qualifications and Skills List
Qualifications
- Full CeMap level 3.
- CAS within 12 months of start date.
Communication Skills
- Communicate clearly and concisely, orally and in writing with clients, colleagues, and business contacts.
Technical Skills
- Good working knowledge of IT systems relevant to job role.
- Excellent product / industry knowledge.
- Adhere to company standards and procedures at all times including compliance regulations.
- Sufficient depth of technical knowledge to operate efficiently with a low level of supervision.
- A full understanding of the Mortgage & Protection Markets.
Personal Responsibility and Drive
- Prioritises effectively.
- Deadlines are met, and work is regularly error free.
- Make confident, effective decisions within scope of job role.
- Portrays a professional image at all times.
Working with Others
- Actively participates and co-operates with others.
- Builds effective relationships and contributes to team spirit.
- Negotiates effectively with colleagues and outside agencies.
- Excellent interpersonal skills.
By applying for this role you give permission for Purely Recruitment to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Purely Recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.
Mortgage Broker in Corsham employer: Purely Recruitment Solutions
Join our dynamic team in Corsham as a Mortgage Broker, where we prioritise employee growth and development in a supportive work culture. We offer competitive salaries based on experience, comprehensive training, and the opportunity to make a meaningful impact by helping clients navigate the mortgage process with confidence. Our commitment to compliance and excellence ensures that you will thrive in a professional environment that values teamwork and innovation.
Contact Detail:
Purely Recruitment Solutions Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Broker in Corsham
✨Tip Number 1
Get to know the company inside out before your interview. Research their values, recent news, and their position in the mortgage market. This will help you tailor your answers and show that you're genuinely interested in joining their team.
✨Tip Number 2
Practice your communication skills! As a Mortgage Broker, you'll need to explain complex information clearly. Try role-playing with a friend or family member to get comfortable discussing mortgage processes and products.
✨Tip Number 3
Network like a pro! Attend industry events or join online forums related to mortgages. Connecting with other professionals can lead to valuable insights and even job opportunities. Plus, it shows you're proactive!
✨Tip Number 4
Don’t forget to follow up after your interviews! A quick thank-you email can leave a lasting impression and keep you on their radar. It’s a simple way to show your enthusiasm for the role and the company.
We think you need these skills to ace Mortgage Broker in Corsham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Mortgage Broker role. Highlight your experience in mortgage sales and any relevant qualifications like CeMap level 3. We want to see how your skills match what we're looking for!
Showcase Your Communication Skills:Since communication is key in this role, emphasise your ability to communicate clearly and concisely. Use examples from your past experiences where you’ve successfully advised clients or worked with colleagues.
Be Detail-Oriented:Attention to detail is crucial, especially when it comes to compliance and documentation. Make sure to mention any experience you have with regulatory disclosures and ensuring accuracy in your work.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Purely Recruitment Solutions
✨Know Your Stuff
Make sure you have a solid understanding of the mortgage process and current market trends. Brush up on your CeMap knowledge and be ready to discuss how you can find the best deals for clients.
✨Practice Your Pitch
Prepare a mock first call with a friend or family member. Focus on how you would fact-find and explain technical jargon clearly. This will help you feel more confident and articulate during the actual interview.
✨Showcase Your Compliance Knowledge
Be ready to discuss how you adhere to FCA regulations and company policies. Highlight any experience you have with compliance processes, as this is crucial in the mortgage industry.
✨Demonstrate Team Spirit
Talk about your ability to work well with others and build effective relationships. Share examples of how you've collaborated with colleagues or introduced third-party services in previous roles.
