Mortgage Advisor

Andrews Mortgage Service; Birmingham; On-site; GBP 47,000 - 77,000; Full time

Job summary

A residential mortgage advisory service is seeking a Mortgage & Protection adviser in Birmingham. The successful candidate will maximize business opportunities, build long-term customer relationships, and provide exceptional financial advice. This role offers a generous salary range of £47,000 to £77,000 per annum with additional perks such as a car allowance, professional development opportunities, and a supportive team environment. The ideal applicant has previous experience in mortgage advice and excellent customer service skills.

Benefits

Car allowance

Employee Assistance Support

Pension

Birthday Day Off

Commission and Bonus Schemes

Qualifications

• Proven experience providing mortgage advice within the New Homes arena.
• Good understanding of market demand and customer behaviour.
• Familiarity with IT systems.

Responsibilities

• Build successful relationships with key stakeholders.
• Identify business prospects to match them with appropriate products.
• Follow up on all new and existing business leads.

Skills

Customer service skills

Communication skills

Self-motivated attitude

Organisational skills

Attention to detail

Education

CeMAP or equivalent qualifications

Job description

Andrews Mortgage Services are recruiting for a Mortgage & Protection adviser to spearhead an exciting new chapter. Working within the New Homes division in the south-west and being instrumental in making this part of the business grow.

In this role you would be responsible for maximising all new business opportunities generated on the many New Homes sites currently offered for sale by the Andrews Property Group. You’ll start to build long-term relationships using effective people and communication skills while maintaining the highest standards of customer service. Keen to develop and expand your own capabilities as this area of Andrews expands.

You’ll be part of one team, working together, and sharing knowledge and information, to ensure our clients get advice that helps them to make sound financial decisions and enjoy their new home.

What is Offered to you :

In exchange for your commitment and flexibility, you will be offered a great opportunity to join a business that believes in nurturing your career, valuing your commitment and rewarding you with an attractive package that really does add up.

Our benefits package includes :

• A basic salary range including OTE of £47,000 to £77,000pa depending on experience with uncapped earnings for those who are truly successful.
• £3k car allowance
• Apprenticeship and Industry Qualification opportunities
• Career pathways programme to support development
• Employee Assistance Support Platform
• Employee Referral Programme
• Additional Birthday Day Off on top of annual leave allowance
• Pension and Death in Service Benefit
• Cycle to Work Scheme
• Optional Health Care Plan
• Commission and Bonus Schemes
• A 5-day working week

The Successful Candidate will have :

• A desire to be part of something that is growing and enthusiasm to see it meet its full potential.
• Proven experience providing mortgage advice within the New Homes arena
• A CeMAP or equivalent qualifications
• Good understanding of market demand and customer behaviour
• Outstanding customer service and communication skills
• A self-motivated and positive attitude
• Excellent organisational skills, and an eye for detail
• Familiarity with the use of IT systems
• Their own transport and full UK driving licence
• A professional approach to their work coupled with a ‘can do’ attitude.

Key Responsibilities of the role :

• To build successful relationships with key stakeholders and manage their expectations.
• To identify business prospects i.e. applicants, vendors, viewers and clients who may also buy with another agent. Match them with appropriate Mortgage, Protection and General Insurance products.
• To be effective in following up all new and existing business leads generated from the above including those from our existing client portfolio.
• Ensure all customers are fully aware of the process they are entering into, including the costs and financial implication.
• To fully utilise and comply with systems and procedures which are in place.
• To maximise business efficiency through effective diary and system management, ensuring we make the best use of our time, and work to suit the needs of our customers.
• Ensure you understand your personal KPIs, to lead to achieving and exceeding the figures required to satisfy the branch / department performance.

Andrews Property Group is a unique estate / letting agent in the UK owned by Andrews Charitable Trust. We’ve found millions their dream home whilst together raising over £10m to support over 180 charities. We take pride in creating an exceptional business that makes a positive impact. We believe in doing things differently by combining business excellence with a commitment to social responsibility

Andrews Mortgage Services is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.