Mortgage Advisor at Crystal Specialist Finance
Tamworth, England, United Kingdom -
Full Time


Start Date

Immediate

Expiry Date

17 Jul, 25

Salary

0.0

Posted On

14 May, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Interpersonal Skills

Industry

Financial Services

Description

ABOUT US:

Join an award-winning specialist finance brokerage as a Mortgage Adviser. You will play an integral role in our growth plans and be part of an industry-leading business. We pride ourselves on delivering top-tier financial solutions and exceptional customer service.

REQUIREMENTS:

· Minimum of 2 years of experience as a regulated mortgage adviser.
· Full CeMAP (or equivalent) qualification.
· Proven track record of successful sales and client relationship management.
· Excellent communication and interpersonal skills.
· Strong understanding of the mortgage market and regulatory environment.
· Ability to work independently and as part of a team.
· High level of attention to detail and organizational skills.

Responsibilities

THE ROLE:

As a Specialist Mortgage Adviser, you will benefit from leads generated for you. This position offers attractive bonus schemes, rewarding your hard work and success. Your primary focus will be on regulated mortgage contracts for both, 1st and 2nd charge mortgages, but you will also need experience in identifying and handling specialist finance opportunities, including buy-to-let, commercial, and bridging finance.

KEY RESPONSIBILITIES:

  • Conduct extensive fact-find appointments with clients to understand their mortgage needs and financial position.
  • Evaluate clients’ financial information to determine eligibility for mortgage products.
  • Provide professional, high-quality advice and recommend suitable mortgage products that meet clients’ needs.
  • Rationalize and document product choices and reasons for recommendations.
  • Collaborate with third-party lenders and internal Case Managers to ensure timely and accurate processing of mortgage applications.
  • Liaise with internal Quality Assurance staff to ensure compliance and continual development.
  • Stay up-to-date with industry regulations and changes in mortgage products and services.
  • Build and maintain relationships with clients, lenders, and other industry professionals.
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