Mortgage Advisor (Lead support provided)

at  HL Partnership

JOB SUMMARY

We are seeking a knowledgeable and dedicated Mortgage & Protection Advisor to join our team. The ideal candidate will be responsible for guiding clients through the mortgage application process, providing expert advice on suitable mortgage products, and ensuring a smooth transaction from start to finish. This role requires excellent communication skills and a strong understanding of the mortgage market to help clients make informed decisions.

SKILLS

• Strong analytical skills with the ability to assess financial information effectively.
• Excellent communication and interpersonal skills for building client relationships.
• Knowledge of various mortgage products and lending criteria.
• Proficiency in using mortgage software and CRM systems.
• Attention to detail and strong organisational abilities.
• Ability to work independently as well as part of a team.
• A proactive approach to problem-solving and client service.
  If you are passionate about helping clients achieve their homeownership goals through expert mortgage advice, we encourage you to apply for this exciting opportunity as a Mortgage Advisor. You can contact Adella Mulla for further information on 07485 358 357 or alternatively, you can email adella.mulla@hlpartnership.co.uk
  Job Type: Full-time
  Pay: £26,000.00-£63,649.09 per year

Additional pay:

• Commission pay

Benefits:

• Company events
• Work from home

Schedule:

• Day shift

Experience:

• CAS: 1 year (required)

Licence/Certification:

• CeMap (required)

Work Location: In person
Reference ID: AM01F

• Assess clients’ financial situations and advise on appropriate mortgage options.
• Conduct thorough research on available mortgage products and lenders.
• Prepare and submit mortgage applications on behalf of clients.
• Liaise with lenders, solicitors, and other stakeholders to facilitate the mortgage process.
• Provide ongoing support and guidance to clients throughout the application process.
• Stay updated on industry trends, regulations, and changes in the mortgage market.
• Maintain accurate records of client interactions and transactions.