At a Glance
- Tasks: Guide clients through the mortgage process and provide tailored advice.
- Company: Established property and financial services team in Kent.
- Benefits: Strong lead generation support, focus on client advising, and excellent customer outcomes.
- Other info: Join a dynamic team with opportunities for growth and development.
- Why this job: Make a real difference in clients' lives by helping them secure their dream homes.
- Qualifications: CeMAP qualification and proven experience in the UK mortgage market.
The predicted salary is between 31500 - 38500 £ per year.
We are looking for an experienced Mortgage Advisor to join an established property and financial services team covering Kent. This is an excellent opportunity for a qualified mortgage professional who enjoys working directly with customers, providing tailored advice and converting opportunities into completed business.
You will benefit from a strong lead-generation and administrative support structure, allowing you to focus on advising clients, progressing applications and delivering excellent customer outcomes.
The Role
As a Mortgage Advisor, you will guide customers through the mortgage process, from initial enquiry and fact-find through to application and completion. Your responsibilities will include:
- Conducting detailed client fact-finds to understand financial circumstances and requirements
- Providing tailored mortgage advice based on individual client needs
- Assessing affordability and reviewing customers' financial positions
- Researching and recommending suitable mortgage products
- Managing applications from initial advice through to completion
- Liaising with lenders, estate agents, solicitors and other professional stakeholders
- Keeping clients updated throughout the mortgage process
- Identifying suitable protection and insurance opportunities
- Building and maintaining strong client relationships
- Following up leads and maximising conversion opportunities
- Working towards agreed sales and performance targets
- Maintaining accurate records and compliant client files
- Ensuring all advice is provided in accordance with FCA requirements
- Keeping up to date with changes in the mortgage market, lender criteria and regulatory requirements
About You
We're looking for a confident and customer-focused Mortgage Advisor with proven experience in the UK mortgage market. You should have:
- CeMAP qualification or an equivalent recognised mortgage advice qualification
- Previous experience working as a Mortgage Advisor
- Strong knowledge of the residential mortgage market
- Good understanding of lender criteria and affordability requirements
- Proven ability to manage mortgage applications from advice through to completion
- Strong communication and relationship-building skills
- Excellent attention to detail and organisational abilities
- A proactive and commercially minded approach
- Confidence working towards targets and performance objectives
- Strong understanding of FCA compliance and responsible lending requirements
- A full UK driving licence would be advantageous depending on the working environment
The Ideal Candidate
The ideal candidate will be an experienced Mortgage Advisor who combines strong technical knowledge with excellent customer service. You'll be confident dealing with customers, identifying suitable solutions and progressing applications efficiently, while maintaining a high standard of regulatory compliance. This role would suit an experienced Mortgage Advisor, Senior Mortgage Advisor or Mortgage Consultant looking for their next opportunity across Kent.
If you're a qualified Mortgage Advisor looking for a new opportunity in Kent, we'd be interested in hearing from you.
We're Hiring: Experienced Mortgage AdvisorExperienced Mortgage Advisor in Kent employer: Regional Recruitment Services
At Regional Recruitment Ltd, we pride ourselves on being an excellent employer that fosters a collaborative and dynamic work environment in Burton-on-Trent. Our team enjoys a range of benefits including professional development opportunities, a supportive culture that encourages creativity, and the chance to make a real impact on brand growth through innovative marketing campaigns. Join us to be part of a thriving manufacturing business where your contributions are valued and recognised.
Contact Details:
Regional Recruitment Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land We're Hiring: Experienced Mortgage AdvisorExperienced Mortgage Advisor in Kent
✨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 Regional Recruitment Services. 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 We're Hiring: Experienced Mortgage AdvisorExperienced Mortgage Advisor in Kent
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 Regional Recruitment Services.
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 Regional Recruitment Services'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 Regional Recruitment Services
✨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 Regional Recruitment Services.
✨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 Regional Recruitment Services 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 Regional Recruitment Services 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.
