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- Tasks: Provide expert mortgage advice and guide clients through the mortgage process.
- Company: Prestigious professional services firm in the heart of London.
- Benefits: 28 days holiday, remote work, and a generous benefits package.
- Why this job: Join a friendly team and make a real impact on clients' financial goals.
- Qualifications: Experience as a Mortgage Advisor with strong communication skills.
- Other info: All leads provided, with excellent career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Join a prestigious professional services firm, based in the heart of the City of London as a Mortgage Advisor. This is an exciting opportunity to become part of a friendly, collaborative team and work in close collaboration with Independent Financial Advisers, with the aim of delivering comprehensive mortgage and protection advice as part of a holistic financial planning service.
The ideal candidate will provide expert advice and tailored mortgage solutions to clients, ensuring they receive the best possible products to suit their financial goals. You will play a key role in guiding clients through the mortgage process, from initial consultation to completion, maintaining compliance with all relevant regulations.
The main focus of the role will include:
- Conduct in-depth client consultations to assess financial needs and objectives
- Research and recommend suitable mortgage products from a panel of lenders
- Offer referrals to protection team where appropriate
- Manage the end-to-end mortgage application process, ensuring all documentation is complete and accurate, keeping detailed records of client interactions and product recommendations
- Maintain up-to-date knowledge of market trends, lender criteria, and regulatory requirements
- Build and maintain strong relationships with clients, lenders, and other financial professionals
- Ensure compliance with the Financial Conduct Authority (FCA) and company policies
- Achieve personal and team sales targets while delivering outstanding customer service
- Keep detailed records of client interactions and product recommendations for audit and compliance purposes
To succeed in this role, the individual will need:
- Proven experience as a Mortgage Advisor or Broker
- Excellent understanding of mortgage products, protection policies, and the UK housing market
- Strong communication, negotiation, and interpersonal skills
- High attention to detail and ability to work in a fast-paced, target-driven environment
- IT proficient, with experience using CRM and mortgage sourcing systems
This is a fantastic opportunity for an individual looking to work for a prestigious organisation with all leads provided. The successful candidate can expect a generous benefits package which includes 28 days holiday and a remote working situation with the expectation to be in the office once a month.
Mortgage Advisor in City of London employer: Sarafin Partners
Contact Detail:
Sarafin Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor in City of London
✨Tip Number 1
Network like a pro! Get out there and connect with other Mortgage Advisors and financial professionals. Attend industry events or join online forums to build relationships that could lead to job opportunities.
✨Tip Number 2
Show off your expertise! Create a personal brand on social media or professional platforms like LinkedIn. Share insights about mortgage products and market trends to position yourself as a knowledgeable candidate.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by role-playing common scenarios you might face as a Mortgage Advisor. This will help you articulate your experience and demonstrate your problem-solving skills.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Mortgage Advisor role. Plus, it shows you’re serious about joining our team and makes it easier for us to find your application.
We think you need these skills to ace Mortgage Advisor in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Mortgage Advisor role. Highlight your experience with mortgage products and client consultations, and don’t forget to mention any relevant qualifications or certifications that make you stand out.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about helping clients achieve their financial goals. Share specific examples of how you've successfully guided clients through the mortgage process in the past.
Showcase Your Communication Skills: As a Mortgage Advisor, strong communication is key. In your application, demonstrate your ability to explain complex mortgage concepts clearly and concisely. This will show us that you can build strong relationships with clients and colleagues alike.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Sarafin Partners
✨Know Your Mortgage Products
Make sure you brush up on your knowledge of various mortgage products and protection policies. Being able to discuss the differences between fixed-rate, variable-rate, and other types of mortgages will show that you're well-prepared and can provide tailored advice to clients.
✨Demonstrate Your Client-Centric Approach
During the interview, highlight your experience in conducting client consultations. Share specific examples of how you've assessed financial needs and provided personalised solutions. This will demonstrate your ability to build strong relationships and deliver outstanding customer service.
✨Stay Updated on Market Trends
Familiarise yourself with the latest trends in the UK housing market and lender criteria. Being knowledgeable about current regulations and market conditions will not only impress your interviewers but also show that you're committed to maintaining compliance and providing the best advice.
✨Showcase Your Attention to Detail
Since this role involves managing the end-to-end mortgage application process, be prepared to discuss how you ensure accuracy and completeness in documentation. Mention any systems or processes you use to keep detailed records, as this is crucial for compliance and audit purposes.
