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Mortgage Advisor

Fintellect Recruitment
Job LocationNantwich
EducationNot Mentioned
Salary£30,000 - £40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Our ClientOur client are an award winning mortgage advisor based in Nantwich in Cheshire. They have been one of the UK’s leading brokerages for over 25 years offering exceptional customer service and unbeatable knowledge about the regulated mortgage industry. They offer a whole of market service alongside bridging finance, protection advise and wealth management.The role of Mortgage AdvisorAs a Mortgage Advisor, you will be offering professional mortgage advice solutions accordance with Financial Services Authority Regulations, providing the most suitable mortgage advice for your clients.You will be surrounded with people in the same or similar role, with a constant aim to motivate each other to smash targets. Other tasks will involve recommending other financial services, such as house insurance to clients.This is a senior position, and we are looking for a well-established advisor with an excellent track record of delivery and unbeatable knowledge of the regulated markets.The duties of the Mortgage Advisor will include;

  • Meeting performance targets
  • Ability to prospect and organise meetings
  • Fact-find effectively to establish the client’s current finances and future aspirations.
  • Provide high quality professional independent mortgage advice and explain different types of mortgages available
  • Explain required insurance products so that clients can make informed choices.
  • Communicate with estate agents, mortgage lenders, solicitors and insurance providers.
  • Ensure all regulatory documentation completed within the required timescale
  • Attend monthly results meeting and present results in all targeted areas to your Sales Manager
  • Support additional income streams
  • Embrace company values and promote them effectively
  • Maintain Generic knowledge of the financial services industry and knowledge that is deemed necessary
    • The key skills of the Mortgage Advisor are;
  • Good communication and listening skills.
  • Organised and with great attention to detail
  • Willingness to learn new skills and Self-motivation to seek out new opportunities
  • The ability to explain complex information clearly and simply.
  • Excellent customer service skills.
  • Honest and trustworthy attitude.
  • Respect for confidential information.
  • A keen interest in the financial sector
  • Ambitious, driven, dedicated to career progression and willing to work both academically and practically
  • Excellent, empathetic communicator with a real flair for getting into the detail of things
  • Ability to demonstrate excellence in your field
    • You must be CEMAP qualified Required skills
  • CeMAP
  • Mortgage Advisor
  • Mortgage Broker
  • Sales
  • Regulated Industry

    • Keyskills :
    CeMAP Mtgage Advis Mtgage Broker Sales Regulated Industry

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