Company Description
Trulife Financial supports clients with key financial essentials such as mortgages, personal insurance, business protection, and home and landlord insurance, so they can focus on living life on their own terms. The firm matches each client with an adviser whose expertise aligns with their specific circumstances, whether they are moving home, starting a business, or becoming a landlord. Advisors take time to understand each client’s situation, explain available options clearly, and help them make informed decisions for themselves and their families. Trulife Financial Ltd is an appointed representative of The Openwork Partnership, one of the UK’s largest networks of financial advisers, which is authorised and regulated by the Financial Conduct Authority. The organization operates within a robust regulatory framework, delivering advice that is tailored, transparent, and compliant.
Role Description
This is a full-time Mortgage Advisor role based in Bridgend with a hybrid work arrangement, combining office-based work with some flexibility to work from home. The Mortgage Advisor will provide tailored mortgage advice to clients, assessing their circumstances, explaining lending options, and recommending suitable products in line with regulatory requirements. Day-to-day responsibilities include conducting client consultations, gathering and analyzing financial information, preparing mortgage applications, and liaising with lenders to progress cases to completion. The role also involves maintaining accurate records, ensuring compliance with relevant regulations, and collaborating with colleagues to deliver a consistent and high-quality client experience. The Mortgage Advisor will help promote Trulife Financial’s services locally, support existing clients with ongoing advice needs, and contribute to the development of best practices within the team.
Qualifications
- Candidates should possess strong mortgage expertise, including knowledge of Mortgages and Financial Planning.
- Candidates should possess mortgage marketing and finance skills, including Mortgage Marketing and Finance.
- Candidates should possess relevant professional certification and regulatory knowledge, including being CeMap Qualified or holding an equivalent UK mortgage advice qualification.
- Candidates should possess excellent communication and client relationship skills, with the ability to explain complex information clearly and build trust with a diverse range of clients.
- Candidates should possess strong analytical and organizational abilities, including attention to detail, accurate documentation, and the capacity to manage multiple cases simultaneously.
- Experience in mortgage advisory, financial services, or a similar client-facing advisory role is highly beneficial.
- Familiarity with UK mortgage regulations, lender criteria, and affordability assessments is advantageous.
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