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- Tasks: Provide expert mortgage advice to high-net-worth clients and build strong relationships.
- Company: Renowned mortgage brokerage with a prestigious estate agency partnership.
- Benefits: Up to £40k salary, uncapped commission, pension, and private medical cover.
- Other info: Enjoy hybrid working and exceptional career growth opportunities.
- Why this job: Join a dynamic team and manage premium client portfolios in desirable locations.
- Qualifications: CeMAP qualified with previous mortgage adviser experience.
The predicted salary is between 40000 - 40000 £ per year.
Are you a driven and professional Mortgage Adviser with a proven track record of working with high-net-worth clients? This is your chance to join a renowned and established mortgage brokerage, managing prestigious estate agency relationships in Epsom.
As a Mortgage Adviser, you’ll be the go-to expert for high-net-worth clients referred through a respected branch network. You’ll provide tailored mortgage and protection solutions while building strong relationships with estate agency staff and clients.
Key Responsibilities- Manage and develop client relationships within assigned offices.
- Provide expert mortgage and protection advice to high-net-worth clients.
- Offer a wide range of financial products and solutions to meet client needs.
- Work closely with estate agency teams to maximise lead opportunities.
- Qualifications: CeMAP qualified (or equivalent).
- Experience: Previous experience as a mortgage adviser.
- Skills: Strong knowledge of protection products and solutions.
- Attributes: Professional, target-driven, and excellent relationship-building skills.
- Competitive Salary: Up to £40k, including car allowance.
- Uncapped Commission: Tiered structure for unlimited earning potential.
- Benefits: Pension, private medical cover, and employee discounts (Depending on package).
- Lead Source: High-quality leads provided through the branch network.
- Career Progression: Exceptional opportunities for growth and development.
This role combines the stability of working with an established brokerage and the excitement of collaborating with a prestigious estate agency partner. You’ll have the flexibility of hybrid working, alongside the opportunity to manage premium client portfolios in desirable locations. This is also a Monday – Friday role.
If you’re ready to elevate your career and work with high-net-worth clients, we’d love to hear from you!
HNW Mortgage Adviser - Epsom employer: Trades Workforce Solutions
Contact Detail:
Trades Workforce Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land HNW Mortgage Adviser - Epsom
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local events, join relevant groups on social media, and don’t be shy about reaching out to potential contacts. Building relationships can lead to referrals and insider info about job openings.
✨Show Off Your Expertise
When you get the chance to chat with potential employers or clients, make sure to highlight your knowledge of high-net-worth mortgage solutions. Share success stories and demonstrate how you’ve helped clients in the past. This will set you apart from the competition!
✨Follow Up Like a Boss
After any meeting or networking event, send a quick follow-up message. Thank them for their time and express your interest in working together. It shows professionalism and keeps you fresh in their minds when opportunities arise.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only streamlines the process but also shows your enthusiasm for joining our team. We’re excited to see what you bring to the table!
We think you need these skills to ace HNW Mortgage Adviser - Epsom
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth clients and showcases your CeMAP qualification. We want to see how your skills align with the role, so don’t hold back on those achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role and how you can build strong relationships with estate agency teams. Keep it professional but let your personality come through.
Showcase Your Relationship-Building Skills: In your application, emphasise your ability to develop client relationships. We’re looking for someone who can connect with clients and estate agency staff, so share examples of how you’ve done this in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Trades Workforce Solutions
✨Know Your Stuff
Make sure you brush up on your mortgage and protection products knowledge. High-net-worth clients expect expert advice, so be ready to discuss various financial solutions and how they can benefit your potential clients.
✨Build Rapport
Since relationship-building is key in this role, practice your interpersonal skills. Think about how you can connect with the interviewers and demonstrate your ability to build strong relationships with clients and estate agency staff.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your success as a mortgage adviser. Discuss how you've managed client relationships and maximised lead opportunities, especially with high-net-worth individuals.
✨Ask Insightful Questions
Come prepared with questions that show your interest in the company and the role. Inquire about their approach to client management or how they support their advisers in building relationships with estate agencies. This shows you're serious about the position and eager to contribute.