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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.
- Why this job: Join a dynamic team and manage premium client portfolios in desirable locations.
- Qualifications: CeMAP qualified with previous mortgage adviser experience.
- Other info: Enjoy hybrid working and exceptional career growth opportunities.
The predicted salary is between 28800 - 48000 £ 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, and don’t be shy about reaching out to estate agents. Building relationships can lead to referrals and opportunities that you won’t find on job boards.
✨Showcase Your Expertise
When you meet potential clients or employers, make sure to highlight your experience with high-net-worth clients. Share success stories and demonstrate how your tailored solutions have made a difference. This will set you apart from the competition!
✨Follow Up Like a Boss
After meeting someone or applying for a role, don’t just sit back and wait. Send a friendly follow-up email to express your interest and remind them of your conversation. It shows initiative and keeps you top of mind!
✨Apply Through Our Website
We’ve got some fantastic roles waiting for you on our website! Make sure to apply directly through us to ensure your application gets the attention it deserves. Plus, you’ll be one step closer to joining our amazing team!
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 passionate about working with high-net-worth clients and how you can bring value to our team. Keep it professional but let your personality come through.
Showcase Your Relationship-Building Skills: In your application, emphasise your ability to build strong relationships with clients and estate agency staff. We’re looking for someone who can connect and communicate effectively, so share examples of your successes in this area.
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’re considered for the role. Plus, it shows you’re keen to join 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 product knowledge. High-net-worth clients expect expert advice, so be ready to discuss various financial solutions and how they can benefit your clients.
✨Build Rapport
Since relationship-building is key in this role, practice your interpersonal skills. Think of ways to connect with the interviewer, perhaps by discussing shared interests or experiences in the industry. Show them you can build strong relationships just like you would with clients.
✨Prepare for Scenario Questions
Expect questions that assess how you handle specific situations, especially with high-net-worth clients. Prepare examples from your past experience where you successfully managed client relationships or resolved complex issues.
✨Show Your Drive
This role is target-driven, so be ready to demonstrate your motivation and ambition. Share your achievements and how you've exceeded targets in previous roles. Let them see that you're not just looking for a job, but a chance to excel and grow.
