Wealth & Mortgage Manager

at  County Rents

POSITION: WEALTH AND MORTGAGE MANAGER.

Location: Milton Keynes or NW London
This newly established position will function as the Wealth & Mortgage Manager for a successful and growing family-owned real estate & business portfolio.
You will have the opportunity to cultivate your network without the need to generate a client base. This role comes with significant growth prospects.

ESSENTIAL QUALIFICATIONS AND SKILLS:

• Possession of a relevant qualification in Mortgage Advice and Practice (CeMAP).
• Able to provide advice in line with current laws, industry standards, and corporate regulations.
• Previous experience of at least one year as a Mortgage Advisor or Wealth Manager.
• Exceptional networking and communication skills.
• Ability to engage with a diverse range of individuals.
• Capability to form strong working relationships with colleagues and external product suppliers.
• Professional, confident, and articulate telephone communication skills.
• Ability to present complex information clearly and concisely, both verbally and in writing.

JOB DESCRIPTION:

• Provide high-quality financial planning advice to the company to serve the business needs and maximise revenue and profitability.
• Aid the company in achieving financial objectives by assessing financial situations, presenting financial strategies, and monitoring changes in financial status and personal circumstances.
• Cultivate long-term mutually beneficial relationships with financial industry professionals.

NETWORKING:

• Establish connections through networking activities and build relationships with business associates.
• Collaborate with professionals such as real estate agents, solicitors, and valuers.
• Promote financial opportunities for the business by seeking purchase referrals and lending/investment opportunities through a network of financial professionals.