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- Tasks: Help clients navigate tailored mortgages for those aged 50-90+, ensuring they understand their options.
- Company: Join an ambitious later-life lender aiming to be a household name in the industry.
- Benefits: Enjoy a hybrid work model with flexible remote options and a supportive team environment.
- Why this job: Be part of a growing team focused on customer care and making a real impact in people's lives.
- Qualifications: Must have CeMap and CeRER qualifications, plus experience in mortgage advising, especially interest-only options.
- Other info: This is a brand-new team with plans for organic growth, offering exciting career opportunities.
The predicted salary is between 36000 - 60000 £ per year.
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Are you looking for a new challenge in mortgages, working for an organisation who always put their customers first? Our client is a later life lender, offering tailored, niche mortgages to individuals aged 50 – 90+. They are an ambitious company, and their ultimate goal is to become the main household name for later-life lending.
Their head office is based in London (Nr Marylebone) and they can offer a hybrid approach to the working week, with 1 / 2 days in the office and the remainder working remotely.
They are very keen to speak to customer focussed, mortgage professionals, who have experience in the later-life lending space. The majority of the lending they offer is interest only mortgages and would ideally like this individual to have some experience in that area too. This is a brand-new team, currently with 2 advisors and they have plans to grow organically.
Duties of the Mortgage Advisor will include:
- Offer professional advice on the most suitable products, ensuring clients understand the implications and risks involved.
- Conduct thorough consultations to explain the process of each product, eligibility criteria, and potential outcomes. Address any concerns or questions they may have and provide clear, transparent information
- Develop and implement effective strategies to convert leads, and to meet or exceed sales targets and contribute to the overall growth of the company.
The successful individual will possess:
- CeMap and CeRER qualifications.
- Previous experience within a mortgage advising role, ideally with advising on serviced interest options.
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Mortgage Advisor employer: Ultimate Banking
Contact Detail:
Ultimate Banking Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor
✨Tip Number 1
Network with professionals in the later-life lending space. Attend industry events or join relevant online forums to connect with others who can provide insights and potentially refer you to opportunities.
✨Tip Number 2
Familiarise yourself with the specific products offered by the company. Understanding their niche offerings, especially interest-only mortgages, will help you speak confidently about how you can contribute to their goals.
✨Tip Number 3
Prepare to discuss your customer service approach during interviews. Since the company prioritises customer focus, be ready to share examples of how you've successfully addressed client concerns and built trust in previous roles.
✨Tip Number 4
Research the latest trends in later-life lending. Being knowledgeable about current market conditions and regulatory changes will demonstrate your commitment to the field and your ability to provide informed advice.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in mortgage advising, particularly in later-life lending and interest-only mortgages. Use specific examples to demonstrate your customer focus and any sales targets you've met.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients aged 50-90+. Explain why you want to work for this particular company and how your qualifications align with their goals.
Highlight Relevant Qualifications: Clearly mention your CeMap and CeRER qualifications in both your CV and cover letter. This will show that you meet the essential criteria for the role and are serious about your professional development.
Prepare for Potential Questions: Think about common interview questions related to mortgage advising and customer service. Be ready to discuss how you would handle client concerns and explain complex mortgage products in an understandable way.
How to prepare for a job interview at Ultimate Banking
✨Know Your Mortgages
Make sure you brush up on your knowledge of interest-only mortgages and later-life lending. Be prepared to discuss specific products and how they can benefit clients aged 50-90+. This will show your expertise and commitment to the role.
✨Customer-Centric Approach
Since the company prioritises customer satisfaction, be ready to share examples of how you've successfully addressed client concerns in the past. Highlight your ability to provide clear, transparent information and build trust with clients.
✨Demonstrate Your Sales Skills
Prepare to discuss strategies you've used to convert leads and meet sales targets. The company is looking for someone who can contribute to their growth, so showcasing your previous successes in this area will be crucial.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company's future plans or team dynamics. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
