Mortgage Adviser

KFS Recruitment; Farnham; Hybrid; GBP 28,000 - 30,000; Full time

Job summary

A growing firm in the financial services sector is seeking a Mortgage Consultant in Farnham. This role is perfect for a mortgage administrator wanting to advance in their career or a newly qualified adviser eager to work in a supportive environment. You'll provide comprehensive mortgage and protection advice, interact with clients, and enjoy career growth opportunities. A starting salary of £28-30,000 plus attractive commission is offered.

Benefits

25 days holiday

Pension/Life insurance

Social events like Christmas and summer parties

Full support for obtaining CeMap

Qualifications

• Ideally Cemap qualified, or working towards it.
• Mortgage administrators looking to move into advising will be considered.
• Estate Agency Mortgage Consultants looking for IFA roles will be considered.

Responsibilities

• Provide whole of market mortgage advice to clients.
• Work as part of a team on mortgages and wealth planning.
• Maintain strong relationships with clients.
• Handle new business leads from various referrals.
• Research appropriate mortgage products.
• Meet clients face-to-face and via phone.
• Liaise with lenders and providers.
• Ensure compliance at all times.

Skills

Great attitude

Confident personality

Good communicator

Education

Cemap qualification or interest in acquiring it

Job description

A rare and exciting opportunity has arisen with a highly successful, well established and growing firm for somebody looking to pursue their career as a Mortgage Consultant. This role will suit a mortgage administrator looking to move into an advising or a newly qualified adviser looking to work for a firm that can offer clients, strong support, career progression and high earning potential,

Duties will include:

• Giving whole of market mortgage and protection advice to a wide range of clients, mostly Surrey based
• Working as part of a team (the company deals with mortgages, protection and wealth planning)
• Ensuring a good rapport with long-standing clients of the firm
• Dealing with new business leads (mostly via professional introducers, recommendations)
• Researching the best products that are the most appropriate for the clients' needs
• Face-to-face meetings with clients and giving advice over the telephone
• Liaising with lenders and providers
• Remaining compliant at all times
• Keeping abreast of interest rates/best deals
• Staying in touch with clients - keeping on top of changes in circumstances

Person criteria:

• Ideally Cemap qualified - working towards this/interested in pursuing this for a career in advising
• Mortgage administrators looking to move into advising will be considered
• Estate Agency Mortgage Consultants looking to work for an IFA firm will be considered
• A great attitude, eagerness to succeed
• Confident personality, good communicator, able to liaise well at all levels

Additional information:

• The role is based in Farnham - initially office based, hybrid when established in the role
• 9-5pm Monday - Friday
• Starting salary: GBP28-30,000 attractive commission
• 25 days holiday
• Pension/Life
• Christmas and summer parties
• Full support in acquiring CeMap if required
• Great career prospects