At a Glance
- Tasks: Provide expert mortgage advice and build strong client relationships.
- Company: Reputable financial services firm with over 20 years of success.
- Benefits: Competitive salary, hybrid working, annual bonus, and ongoing training.
- Other info: Flexible working environment with clear career progression opportunities.
- Why this job: Join a supportive team and inherit an established pipeline for great earning potential.
- Qualifications: Fully qualified Mortgage Adviser with at least two years' experience.
The predicted salary is between 23000 - 31000 £ per year.
This is a hybrid role offering a flexible working arrangement. The successful candidate will typically work from a combination of a co-working office, home and an Estate Agency introducer's office, with flexibility depending on business needs.
Salary: £23,000 - £31,000 Basic Salary, £3,000 Annual Car Allowance, Excellent Commission Structure, Annual Bonus Scheme, Realistic OTE £55,000+
Benefits:
- £3,000 annual car allowance
- 25 days annual leave plus Bank Holidays
- Company pension
- Hybrid working
- Full administrative support
- High-quality company-generated leads
- Existing client bank and remortgage opportunities
- Ongoing training and professional development
- Clear career progression
- Time off in lieu for Saturday appointments
- Friendly and supportive working environment
About the Company: Our client is a well-established, directly authorised Independent Mortgage & Protection firm with over 20 years of success within the financial services industry. They have built an excellent reputation for delivering high-quality advice and outstanding customer service, benefiting from long-standing introducer relationships, repeat business and client referrals. The successful Mortgage Adviser will inherit an established pipeline of business and receive ongoing support from an experienced administration team, allowing them to focus on advising clients and growing their own client base.
The Opportunity: An exciting opportunity has arisen for an experienced Mortgage Adviser to join a successful and growing business following the resignation of one of the existing advisers. The successful candidate will inherit an established pipeline of business with an annual income potential of approximately £120,000, alongside regular company-generated leads, remortgage opportunities and client referrals. The role will also involve managing an established Estate Agency introducer relationship, attending their office regularly to maximise opportunities and build further business. While an existing client bank would be advantageous, it is not essential. The company is looking for a motivated adviser who is proactive, relationship-focused and committed to delivering an exceptional client experience.
Key Responsibilities:
- Provide whole-of-market mortgage and protection advice.
- Build and maintain strong client relationships.
- Manage mortgage and protection cases from enquiry through to completion.
- Develop relationships with Estate Agency introducers.
- Attend introducer offices regularly to maximise business opportunities.
- Generate business from company leads, referrals and networking opportunities.
- Identify protection opportunities alongside mortgage advice.
- Deliver an exceptional customer journey throughout the advice process.
- Work closely with the administration team to ensure a smooth client experience.
- Maintain FCA compliance and company standards.
- Participate in regular training and development.
What We're Looking For: The ideal candidate will have:
- Fully qualified Mortgage Adviser status
- Minimum two years' experience providing regulated mortgage advice
- Experience advising on mortgages and protection
- Strong communication and relationship-building skills
- Excellent organisational skills
- A professional and customer-focused approach
- Full UK driving licence and access to a vehicle
- Willingness to attend Estate Agency introducer offices as required
Desirable Skills:
- Previous Estate Agency experience
- Mortgage administration background
- Existing client bank
- Business development experience
- Strong networking skills
- Passion for delivering excellent customer service
Why Apply?
- Established and respected financial services business
- Existing pipeline worth approximately £120,000 annual income
- Regular company-generated leads
- Established introducer relationships
- Full administration support
- Excellent earning potential
- Hybrid working
- Friendly and supportive team
- Long-term career progression
How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss the role in more detail. We'll also take the time to understand your career aspirations and highlight any other suitable opportunities. Due to the high volume of applications, we can only respond to successful applicants. If you have not heard from us within 7 days, please assume your application has not been successful on this occasion.
Mortgage Adviser in Chelmsford employer: TEMPLEGATE RECRUITMENT LIMITED
Templegate Recruitment is an excellent employer, offering a supportive and collaborative work environment in their Kingsley office. With competitive salaries, comprehensive benefits including private medical insurance and generous holiday allowances, as well as ongoing training and development opportunities, employees can thrive both personally and professionally. The company also fosters a strong team spirit through bi-annual trips abroad and UK-based events, making it a rewarding place to build a career in financial services administration.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team
