Independent Mortgage Advisor

Mortgage Direct; Islas Canarias; Presencial; EUR 32.000 - 52.000; Jornada completa

Descripción de la vacante

Mortgage Direct is expanding in the Canary Islands and seeks independent Mortgage Advisors with a solid financial background to help clients secure the best mortgage deals.

You will assess client needs, cultivate relationships with banks, and accompany clients through the mortgage application process while forging local partnerships with real estate agents and banks.

Formación

• Bachelor's degree in Finance, Business Administration, or related field; advanced financial management quals valued.
• Experience in banking, wealth management, or family office roles is desirable.
• Proficiency in English; additional languages are beneficial.
• Strong negotiation and relationship-building skills.

Responsabilidades

• Assess clients' financial scenarios and identify suitable mortgage solutions.
• Cultivate relationships with banks to offer a wide range of options.
• Guide clients through the mortgage application process to maximise approvals.
• Build partnerships with local real estate agents, banks, and institutions.
• Maintain updated sales and performance reports and metrics.
• Stay informed on industry trends, products, and best practices.
• Engage in professional development through training and certifications.
• Work autonomously with a results-driven approach.
• Establish and maintain relationships with clients and financial institutions.
• Remain updated on regulatory changes affecting mortgages.

Conocimientos

Negotiation skills

Financial literacy

Client relationship management

Self-motivated

Independent/advisor mindset

Educación

Bachelor's degree in Finance

Bachelor's degree in Business Administration

Advanced qualifications in financial management

Herramientas

Pipedrive

Salesforce

Google Suite

Descripción del empleo

Mortgage Direct is an online mortgage broker company known for its dedication to maximizing the possibilities for our clients to secure the best mortgage deals. With a deep commitment to understanding the unique financial needs of each client and 20 years of market knowledge, our team offers unwavering support throughout the entire mortgage application process, ensuring a seamless experience.

As we strive to expand our operations in the Canary Islands, we are looking for independent Mortgage Advisors with a robust financial background.

Job Responsibilities

• Assess clients' financial scenarios and intermediate for most suitable mortgage solutions.
• Cultivate relationships with a variety of Banks to secure a wide range of mortgage options for clients.
• Accompany clients throughout the mortgage application process, maximizing approval chances.
• Forge strategic partnerships with local real estate agencies focusing on non-residents and local bank branches.
• Maintain updated reports on sales and performance metrics.
• Stay ahead of industry trends, products, and practices to offer the most relevant advice and solutions.
• Professional Development: Engage in Mortgage Direct’s professional development activities, such as attending industry exhibitions, training sessions, and obtaining relevant certifications, to enhance knowledge and skills in mortgage advising.
• Demonstrated ability to work autonomously and maintain a results-oriented approach.
• Ability to establish and maintain relationships with diverse stakeholders, including clients and financial institutions.
• Commitment to staying updated on industry trends and developments.
• Unwavering commitment to customer service and understanding the unique financial needs of each client.
• Residency within the service area is preferable.

Qualifications

• Bachelor's degree in Finance, Business Administration, or related field. Advanced qualifications in financial management will be highly valued.
• Experience in banking, wealth management, or family office roles.
• Proficiency in English and additional languages are beneficial.
• Outstanding negotiation skills.
• Proficiency in basic software applications, most importantly Google Suite, and CRM Applications (Pipedrive and Salesforce)

Mortgage Direct is committed to the growth and success of its advisors, and provides a comprehensive mentorship program to help newcomers get up to speed and create their own path for success. We believe in fostering an independent, results-driven culture that empowers each member of our team.

Collaboration for self-employed professionals, offering full independence in managing their work