Mortgage Advisor in Worthing

Mortgage Advisor in Worthing

Worthing Full-Time 30000 - 38000 £ / year (est.) Home office (partial)
Reset Recruitment Ltd Careers

At a Glance

  • Tasks: Provide expert mortgage advice and support clients in finding the best products.
  • Company: Dynamic and leading mortgage brokerage with a friendly culture.
  • Benefits: Competitive salary, uncapped OTE, hybrid working, and free parking.
  • Other info: Enjoy a collaborative environment with excellent mentoring and career growth.
  • Why this job: Join a supportive team and make a real difference in clients' lives.
  • Qualifications: CeMAP qualified with experience in mortgage advice and client management.

The predicted salary is between 30000 - 38000 £ per year.

Salary: £30k - £38k DOE + OTE (uncapped) and great benefit package

Location: Worthing or Hove

Hours: Mon-Fri 8.30am – 17.30pm and 1 in 4 Sat 10am – 4pm (hybrid working options)

Free parking on site

Do you want to work for a proactive and professional whole of market Mortgage brokerage that offers a friendly and supportive working environment? If so, I have an exciting opportunity to join my client's dynamic and leading brokerage based in Worthing where you are supplied leads and administration support.

You will be a competent Mortgage Advisor – CeMAP qualified and ideally have a background within estate agency and want to now progress into an independent brokerage. My client is looking for an ambitious, driven individual that is a natural relationship builder to join their expanding team.

My client shares a good supply of leads generated via several introducers, the web, social media and an extensive client bank, alongside receiving numerous recommendations and a high client retention rate for repeat business due to their exceptional customer service.

This role will require you to conduct fact finds with clients and provide advice on a range of mortgage products and services to meet your customers’ needs.

Responsibilities:

  • Responding to new enquiries, booking appointments, fact finding and establishing client needs.
  • Dealing with clients over the phone and online meetings.
  • Affordability assessment.
  • Presenting mortgage recommendations and financial planning recommendations including Life and protection products.
  • Gaining a decision in principle.

The right candidate will have the following skills and experience to apply:

  • Great communication and client management experience.
  • Proven track record within Mortgage Advice – CeMAP qualified and CAS status.
  • Ability to manage your own workload and meet deadlines.
  • Strong team player and thrive in a friendly focused team.
  • Great IT skills with the ability to pick up new systems quickly.
  • Strong FCA compliance and regulatory knowledge.

This is a great opportunity to join a well-established organisation that offers an enjoyable working environment, full support and mentoring and the opportunity to do what you do best, offering outstanding mortgage advice and protection advice to your clients!

Mortgage Advisor in Worthing employer: Reset Recruitment Ltd Careers

Join a dynamic and forward-thinking insurance business in Brighton, where your ambition and drive will be rewarded with competitive salaries, uncapped earning potential, and a supportive team environment. With a focus on professional development, including funding for CII qualifications, this role offers genuine career progression opportunities in a modern office setting that embraces hybrid working. If you're passionate about building relationships and delivering tailored insurance solutions, this is the perfect place to grow your career.

Reset Recruitment Ltd Careers

Contact Details:

Reset Recruitment Ltd Careers Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Mortgage Advisor in Worthing

✨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 Reset Recruitment Ltd Careers. 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 Advisor in Worthing

CeMAP Qualification
Client Management
Communication Skills
Mortgage Advice
Affordability Assessment
Financial Planning
Decision Making

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 Reset Recruitment Ltd Careers.

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 Reset Recruitment Ltd Careers'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 Reset Recruitment Ltd Careers

✨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 Reset Recruitment Ltd Careers.

✨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 Reset Recruitment Ltd Careers 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 Reset Recruitment Ltd Careers 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.