Mortgage Advisor

Reset Recruitment Ltd; Worthing, Hove; Hybrid; GBP 30,000 - 38,000; Full time

Benefits offered by this job

Free parking on site

Hybrid working

Job summary

Reset Recruitment Ltd is coordinating a Mortgage Advisor role for a leading whole-of-market brokerage in Worthing/Hove. You will work from a base offering hybrid options, supplied client leads, and full admin support to focus on delivering mortgage advice.

The ideal candidate is CeMAP qualified with prior mortgage experience, excellent communication, and a proven track record in client relationship management.

Qualifications

• CeMAP qualified and CAS status.
• Excellent communication and client management experience.
• Able to manage own workload and meet deadlines.
• Strong team player and friendly, focused team.
• Great IT skills and quick to pick up new systems.
• Strong FCA compliance and regulatory knowledge.

Responsibilities

• Responding to new enquiries, booking appointments, fact finding and establishing client needs.
• Dealing with clients over the phone and online meetings.
• Affordability assessment.
• Presenting mortgage recommendations and financial planning recommendations including Life and protection products.
• Gaining a decision in principle.

Skills

Communication

Client management

Workload management

Team player

IT skills

FCA compliance

Education

CeMAP

CAS status

Job description

Mortgage Advisor

Salary: £30k - £38k DOE + OTE (uncapped) and great benefit package

Location: Worthing or Hove

Hours: Mon-Fri 8.30am - 17.30pm and 1 in 4 Sat 10am - 4pm (hybrid working options)

Free parking on site

Do you want to work for a proactive and professional whole of market Mortgage brokerage that offer a friendly and supportive working environment. If so, I have an exciting opportunity to join my clients dynamic and leading brokerage based in Worthing where you are supplied leads and administration support.

You will be a competent Mortgage Advisor - CeMAP qualified and ideally have a background within estate agency and want to now progress into an independent brokerage. My client is looking for an ambitious, driven individual that is a natural relationship builder to join their expanding team.

My client shares a good supply of leads generated via several introducers, the web, social media and an extensive client bank, alongside receiving numerous recommendations and a high client retention rate for repeat business due to their exceptional customer service.

This role will require you to conduct fact finds with clients and provide advice on a range of mortgage products and services to meet your customers' needs.

Responsibilities:

• Responding too new enquiries, booking appointments, fact finding and establishing client needs.
• Dealing with clients over the phone and online meetings.
• Affordability assessment.
• Presenting mortgage recommendations and financial planning recommendations including Life and protection products.
• Gaining a decision in principle.

The right candidate will have the following skills and experience to apply:

• Great communication and client management experience.
• Proven track record within Mortgage Advice - CeMAP qualified and CAS status.
• Ability to manage your own workload and meet deadlines.
• Strong team player and thrive in a friendly focused team.
• Great IT skills with the ability to pick up new systems quickly.
• Strong FCA compliance and regulatory knowledge.

This is a great opportunity to join a well-established organisation that offers an enjoyable working environment, full support and mentoring and the opportunity to do what you do best, offering outstanding mortgage advice and protection advice to your clients!