At a Glance
- Tasks: Advise clients on mortgages and find them the best deals.
- Company: Dynamic mortgage brokerage in Corsham with a supportive team.
- Benefits: Competitive salary, full-time hours, and opportunities for growth.
- Other info: Join a vibrant team and enjoy a fulfilling career in finance.
- Why this job: Make a real difference in clients' lives by helping them secure their dream homes.
- Qualifications: Strong communication skills and a passion for helping others.
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 process.
- Perform a full check that the documents are correct and abide by ML, FCA and company process.
- 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
Mortgage Broker employer: Purely Recruitment Solutions
Join a dynamic team as a Mortgage Broker in Corsham, where we prioritise employee growth and development within 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 the unique advantage of working in a vibrant community that values collaboration and innovation.
Contact Details:
Purely Recruitment Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Broker
✨Tip Number 1
Network like a pro! Get out there and connect with people in the mortgage industry. Attend local events, join online forums, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn. You never know who might have the perfect lead for you!
✨Tip Number 2
Practice your pitch! When you get that first call with a client, make sure you’re ready to explain the mortgage process clearly and confidently. Role-play with a friend or family member to nail down your approach and ensure you can break down any technical jargon.
✨Tip Number 3
Stay organised! Keep track of all your leads and follow-ups using a simple spreadsheet or a CRM tool. This way, you can ensure you’re chasing every opportunity and staying compliant with all necessary documentation and processes.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources and support to help you land that Mortgage Broker role. Plus, it’s a great way to show your commitment to joining our team and making a difference in the mortgage market.
We think you need these skills to ace Mortgage Broker
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. We want to see how you can advise clients and find them the best deals!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your understanding of FCA regulations and your ability to communicate complex information clearly.
Showcase Your Communication Skills:As a Mortgage Broker, communication is key. In your application, give examples of how you've effectively communicated with clients in the past. We love seeing candidates who can break down technical jargon into simple terms!
Apply Through Our Website:Don't forget to apply through our website! It’s the easiest way for us to keep track of your application. Plus, it shows you’re serious about joining our team at StudySmarter!
How to prepare for a job interview at Purely Recruitment Solutions
✨Know Your Stuff
Make sure you brush up on mortgage products and the latest market trends. Being able to discuss different types of mortgages and how they work will show that you're serious about the role and can provide valuable advice to 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 in simple terms. This will help you feel more confident during the actual interview when discussing how you would advise clients.
✨Showcase Your Compliance Knowledge
Familiarise yourself with FCA regulations and compliance processes. Be ready to discuss how you would ensure that all documentation is correct and compliant, as this is crucial for the role and will demonstrate your attention to detail.
✨Highlight Your Communication Skills
Think of examples where you've successfully communicated complex information to clients or colleagues. Being a Mortgage Broker requires excellent communication skills, so be prepared to showcase how you can make the mortgage process clear and straightforward for clients.
