At a Glance
- Tasks: Help clients navigate their mortgage needs and provide tailored advice.
- Company: Join a growing business that values its people and invests in their success.
- Benefits: Enjoy flexible working options and a competitive salary with commission potential.
- Why this job: Make a real impact by helping clients achieve their financial goals while building strong relationships.
- Qualifications: Experience in advising is preferred, but we welcome those returning to the industry.
- Other info: Fluent Polish or Mandarin speakers are highly encouraged to apply.
The predicted salary is between 24000 - 30000 £ per year.
You would be responsible for providing mortgage and protection advice to predominantly Polish or Mandarin speaking clients, both from company sources and through your own networking or reputation. Service is key and keeping the clients at the centre to provide outstanding advice and looking for referrals to help you flourish.
You will be responsible for:
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Conducting comprehensive assessments of clients’ financial situations, goals, and requirements to determine their mortgage needs.
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Obtaining and checking relevant documents and submitting applications.
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Advice and recommendation on mortgages and protection, highlighting the benefits, risks, and suitability of each option.
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Liaise with mortgage lenders, solicitors, and other parties involved in the mortgage process to ensure a smooth and timely transaction.
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Building and maintaining strong relationships with clients to understand their changing needs and provide ongoing mortgage and protection advice.
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Cultivating professional networks and collaborating with estate agents, solicitors, and other industry professionals to generate leads and referrals.
A growing business who investing in its people like they invest in their clients
You will be based from the offices and is a full time role but flexible working/shifts can be considered for the right candidate.
Basic salary £24,00 to £30,000 depending on experience plus commission structure with OTE of £50,000+
Ideally looking for someone with some advising experience, but would consider those returning to the industry after some time out.
Mortgage Advisor employer: The Openwork Partnership
Contact Detail:
The Openwork Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor
✨Tip Number 1
Network within the Polish and Mandarin speaking communities. Attend local events or online forums where you can meet potential clients and build relationships that could lead to referrals.
✨Tip Number 2
Familiarize yourself with the specific mortgage products available for these communities. Understanding their unique needs will help you provide tailored advice and stand out as a knowledgeable advisor.
✨Tip Number 3
Leverage social media platforms to showcase your expertise. Share valuable content related to mortgages and protection advice in Polish or Mandarin to attract potential clients and establish your reputation.
✨Tip Number 4
Consider reaching out to estate agents and solicitors who work with Polish or Mandarin speaking clients. Building partnerships with these professionals can help you generate leads and enhance your referral network.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Mortgage Advisor. Highlight your ability to conduct comprehensive assessments and provide tailored advice in your application.
Tailor Your CV: Customize your CV to emphasize relevant experience, especially any advising roles or client-facing positions. Mention your language skills if you speak Polish or Mandarin, as this is crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for providing outstanding service and building client relationships. Include examples of how you've successfully helped clients in the past.
Highlight Networking Skills: Since networking is key for generating leads, mention any professional networks you are part of or how you have successfully built relationships in previous roles. This will demonstrate your proactive approach.
How to prepare for a job interview at The Openwork Partnership
✨Showcase Your Client-Centric Approach
Emphasize your commitment to putting clients at the center of your service. Share examples from your past experiences where you successfully assessed clients' needs and provided tailored mortgage advice.
✨Demonstrate Your Networking Skills
Discuss how you've built and maintained professional relationships in the past. Highlight any collaborations with estate agents or solicitors that have led to successful referrals, showcasing your ability to generate leads.
✨Prepare for Technical Questions
Be ready to answer questions about the mortgage process, including how to conduct assessments and submit applications. Familiarize yourself with the benefits and risks associated with different mortgage options to demonstrate your expertise.
✨Express Your Flexibility and Adaptability
Since the role offers flexible working, convey your willingness to adapt to different working hours or shifts. Share any previous experiences where you successfully managed your time and responsibilities in a flexible work environment.