JOB SUMMARY

As a Mortgage Advisor, you will play a crucial role in guiding clients through the mortgage application process. Your expertise in financial services will enable you to assess clients’ needs, provide tailored mortgage solutions, and ensure a smooth transaction from start to finish. You will be responsible for building strong relationships with clients and maintaining up-to-date knowledge of the mortgage market.

SKILLS

• Strong understanding of financial services and mortgage products.
• Proficient in basic math skills for calculations related to mortgages and interest rates.
• Excellent communication skills, both verbal and written, to effectively convey complex information to clients.
• Strong interpersonal skills to build rapport with clients and establish trust.
• Detail-oriented with strong organisational abilities to manage multiple client cases simultaneously.
• Ability to work independently as well as part of a team in a fast-paced environment. This role offers an exciting opportunity for individuals passionate about helping others achieve their homeownership goals while utilising their expertise in financial services.
  Job Types: Full-time, Permanent
  Pay: £28,000.00-£40,000.00 per year
  Work Location: In perso

• Conduct thorough assessments of clients’ financial situations to determine suitable mortgage options.
• Provide expert advice on various mortgage products and services available in the market.
• Assist clients with the completion of mortgage applications and required documentation.
• Liaise with lenders, solicitors, and other stakeholders to facilitate the mortgage process.
• Stay informed about changes in the financial services industry and mortgage regulations.
• Maintain accurate records of client interactions and progress throughout the application process.
• Follow up with clients post-application to ensure satisfaction and address any concerns.