At a Glance
- Tasks: Help clients find the best mortgage deals and guide them through the process.
- Company: Join a dynamic team in Corsham with a focus on client satisfaction.
- Benefits: Competitive salary, ongoing training, and a supportive work environment.
- Other info: Great opportunity for career growth in the finance sector.
- Why this job: Make a real difference in people's lives by helping them secure their dream homes.
- Qualifications: Must have CeMap level 3 and strong communication skills.
The predicted salary is between 28800 - 43200 £ per year.
We are currently recruiting for a Mortgage Advisor 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 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 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 communicated 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 Advisor employer: Purely Recruitment Solutions
Join a dynamic team as a Mortgage Advisor in Corsham, where we prioritise employee growth and development in a supportive work culture. Our company offers competitive salaries, comprehensive training, and the opportunity to make a meaningful impact by helping clients navigate the mortgage process with confidence. Enjoy a collaborative environment that values your contributions and fosters professional relationships, making it an excellent place for those seeking a rewarding career in finance.
Contact Details:
Purely Recruitment Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Advisor
✨Tip Number 1
Network like a pro! Reach out to your contacts in the mortgage industry and let them know you're on the hunt for a Mortgage Advisor role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Practice your pitch! When you get that first call with a potential employer, make sure you can clearly explain why you're the best fit for the job. Highlight your experience and how you can help clients find the best mortgage deals.
✨Tip Number 3
Stay organised! Keep track of all your applications and follow up with employers after interviews. A quick email thanking them for their time can go a long way in keeping you top of mind.
✨Tip Number 4
Apply through our website! We’ve got loads of great opportunities waiting for you. Plus, applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Mortgage Advisor role. Highlight your relevant experience and skills that match the job description, like your knowledge of the mortgage process and compliance regulations.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention specific experiences that demonstrate your ability to advise clients and handle documentation efficiently.
Showcase Your Communication Skills:Since communication is key in this role, make sure your application reflects your ability to communicate clearly and concisely. Use straightforward language and avoid jargon unless necessary.
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 any important updates from us!
How to prepare for a job interview at Purely Recruitment Solutions
✨Know Your Stuff
Make sure you brush up on your mortgage knowledge before the interview. Understand the latest products, market trends, and regulations like FCA compliance. This will help you answer questions confidently and show that you're serious about the role.
✨Practice Your Pitch
Prepare a mock first call with a friend or family member. Focus on how you would fact-find and advise a client. This will not only help you get comfortable with the process but also allow you to refine your communication skills, which are crucial for this role.
✨Showcase Your Compliance Knowledge
Be ready to discuss how you would handle compliance and regulatory requirements. Familiarise yourself with the necessary documentation and processes, as well as how to ensure everything is in line with company policies. This shows you’re detail-oriented and responsible.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company culture, team dynamics, or how they support ongoing training. This demonstrates your interest in the role and helps you gauge if it’s the right fit for you.
