Independent Mortgage Advisor

Mortgage Direct; Islas Canarias; On-site; EUR 35,000 - 52,000; Full time

Job summary

Mortgage Direct is expanding in the Canary Islands and seeks independent Mortgage Advisors with a strong financial background. You will assess clients, source mortgage options across banks, and guide clients through the approval process while building partnerships with local agencies and banks.

We value experience in banking/wealth management, English (additional languages a plus), and a proactive, autonomous mindset with customer service excellence. Residency in the service area is preferable.

Qualifications

• Bachelor’s degree in Finance, Business Administration, or related field; advanced qualifications valued.
• Experience in banking, wealth management, or family office roles.
• English proficiency; additional languages beneficial.
• Outstanding negotiation skills.
• Proficiency with Google Suite and CRM systems such as Pipedrive and Salesforce.

Responsibilities

• Assess clients' financial scenarios and identify suitable mortgage solutions.
• Cultivate relationships with banks to secure a wide range of mortgage options.
• Accompany clients through the mortgage application process to maximize approvals.
• Forge partnerships with local real estate agencies and banks.
• Maintain updated reports on sales and performance metrics.
• Stay ahead of industry trends to offer relevant advice and solutions.
• Engage in professional development activities to enhance knowledge and skills.

Education

Bachelor's degree in Finance, Business Administration, or related field

Advanced qualifications in financial management

Tools

Google Suite

Pipedrive

Salesforce

Job description

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.

We do not acknowledge or consider unsolicited CVs sent to any member of our team. We will not be held responsible for any fees or commissions in the event that we hire a candidate who applied to us directly or through an agency we instructed. This includes cases where an uninstructed agency may have also submitted the same candidate’s CV on a speculative basis.

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