Mortgage Advisor Love Your Assets

Loveyourassets; Birmingham; On-site; GBP 30,000 - 45,000; Full time

Job summary

A financial services company in Birmingham is seeking a Mortgage Advisor to guide clients through the mortgage process. Responsibilities include assessing mortgage eligibility, advising on suitable products, and ensuring compliance with regulations. The ideal candidate will have strong negotiation skills and the ability to maintain client relationships. This role is essential for helping clients navigate their mortgage options effectively.

Responsibilities

• Assessed mortgage eligibility for clients.
• Advised clients on suitable mortgage products.
• Assisted in preparing loan applications.
• Negotiated with banks and financial institutions.
• Conducted affordability checks and risk assessments.
• Ensured compliance with FCA regulations.
• Maintained strong lender and client relationships.
• Explained mortgage terms and repayment structures to clients.
• Assisted clients with refinancing options.
• Handled mortgage rejections and advised alternatives.
• Maintained detailed records of client cases.
• Met monthly business targets for mortgages.
• Prepared financial comparison reports for clients.
• Collaborated with property sales team.
• Stayed updated with mortgage market changes.

Job description

As a Mortgage Advisor, you will guide clients through mortgage processes, recommend products, and ensure compliance with industry standards.

Responsibilities

• Assessed mortgage eligibility for clients
• Advised clients on suitable mortgage products
• Assisted in preparing loan applications
• Negotiated with banks and financial institutions
• Conducted affordability checks and risk assessments
• Ensured compliance with FCA regulations
• Maintained strong lender and client relationships
• Explained mortgage terms and repayment structures to clients
• Assisted clients with refinancing options
• Handled mortgage rejections and advised alternatives
• Maintained detailed records of client cases
• Met monthly business targets for mortgages
• Prepared financial comparison reports for clients
• Collaborated with property sales team
• Stayed updated with mortgage market changes