HNW Mortgage Advisor

deverellsmith; City Of London; Vor Ort; GBP 60.000 - 70.000; Vollzeit

Zusammenfassung

A prestigious property brand is looking for a Mortgage Advisor in London. The role requires a Full CeMAP qualification and at least 2 years of experience in finance, with a proven track record of meeting targets. Responsibilities include achieving business plans, client outreach, and ensuring high customer service standards. This position offers a competitive salary between £60,000 and £70,000, along with an excellent commission structure.

Qualifikationen

• At least 2 years of industry experience in finance.
• A proven track record of meeting targets in a sales environment.

Aufgaben

• Achieve the annual business plan in coordination with your line manager.
• Reach out to opportunities referred from the company's network.
• Explain the services offered clearly and concisely.
• Provide clients with all necessary documentation while maintaining high customer service standards.

Kenntnisse

Relationship-building skills

Customer service

Target achievement

Ausbildung

Full CeMAP qualification

Jobbeschreibung

I have been exclusively tasked with recruiting a Mortgage Advisor to join a business that has recently been acquired by a globally recognised HNW brand.

My client is a prestigious international property brand, known for earning numerous awards over the years. As they continue to expand rapidly, this is an exciting time to join the team. My client can provide ample, good quality leads that the advisor will need to convert.

The Mortgage Advisor will provide comprehensive services to prospective finance clients. Key responsibilities for the successful candidate will include:

• Achieving the annual business plan in coordination with your line manager
• Reaching out to opportunities referred from the company's network
• Clearly and concisely explaining the services offered
• Providing clients with all necessary documentation as outlined in the sales process while maintaining the highest standards of customer service
• Participating in results meetings with your line manager and presenting your performance metrics

The ideal candidate will meet the following criteria:

• Full CeMAP qualification
• At least 2 years of industry experience
• A proven track record of meeting targets
• Strong relationship‑building skills with both clients and colleagues

This role offers a competitive salary along with an excellent commission structure.

Job Codes - #232 & #118

£60,000.00-£70,000.00

If you are interested in this opportunity, please contact Hugh at [phone number] or 0203 056 0276.

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Job function

• Finance, Other, and Sales