In order to apply for this position you must have at least 2 years experience as a Mortgage Adviser and hold full CeMAP or equivalent qualification to apply.

JOB DESCRIPTION

Due to our continued growth , we need to expand our Advisor Team by creating new positions for Senior Mortgage & Protection Advisors / Brokers (Self-Employed) who are knowledgeable and experienced in regulated business such as Residential, Buy-to-Let Mortgages & Protection.

ABOUT US

• Directly FCA Authorised
• Industry leading levels of Customer Service
• Operate nationally throughout the UK and globally with our overseas clients

SKILLS

• Proficient in basic maths to perform calculations related to loan amounts, interest rates, and repayment schedules.
• Strong knowledge of financial services, particularly within the mortgage sector.
• Excellent communication skills, both verbal and written, with an ability to build rapport with clients.
• Attention to detail and strong organisational skills to manage multiple cases simultaneously.
• Ability to work independently as well as collaboratively within a team environment.
• A proactive approach to problem-solving and a commitment to providing exceptional customer service.

DUTIES

• Conduct thorough assessments of clients’ financial situations to determine appropriate mortgage options.
• Provide clear and concise explanations of various mortgage products, interest rates, and terms.
• Assist clients in completing mortgage applications and gathering necessary documentation.
• Liaise with lenders, solicitors, and other professionals to facilitate the mortgage process.
• Stay updated on market trends and changes in legislation affecting mortgages.
• Maintain accurate records of client interactions and transactions in compliance with company policies.
• Offer ongoing support and advice throughout the mortgage lifecycle, including refinancing options.