Mortgage Advisor - Truro

TN United Kingdom; Truro; Remote; GBP 50,000 - 60,000; Full time

Job summary

A leading mortgage provider offers an exciting opportunity as a Mortgage Advisor, allowing for flexible home-working conditions. With a guaranteed minimum salary of up to £50,000 and no cold calling required, this role provides unlimited leads and strong support for career progression with multiple perks.

Benefits

Generous holiday allowance

Healthcare and gym membership discounts

Mileage reimbursement

Access to discounts platform, Perks at Work

Training and development program

Qualifications

• Minimum of 18 months experience with CAS status and proven track record in writing business.
• Desirable but not essential: prior experience with New Homes mortgages.
• Smart, well presented, and able to thrive under pressure.

Responsibilities

• Arrange mortgage and mortgage-related insurance products.
• Undertake both face-to-face and telephone fact-finds as required.
• Follow current regulation guidelines including Money laundering and GDPR.

Skills

Interpersonal skills

Communication skills

Problem-solving

Sales skills

Time management

Education

Full CeMAP mortgage qualification or equivalent

Tools

Microsoft Office

Job description

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We are excited to offer an exceptional opportunity to join a leading mortgage provider, where you can enjoy the flexibility of working from home with adaptable hours! Starting with a guaranteed minimum salary of up to £50,000 for the first 12 months, you’ll have the potential to increase your earnings year after year.

As you advance in your career and consistently achieve excellent customer outcomes while meeting your KPIs, you’ll have the chance to be promoted to Senior Mortgage Advisor and beyond. Promotions offer increases in base salaries, additional benefits, and enhanced commission rates.

Working Hours:

• Monday to Friday (Flexibility to daily working hours as required by workloads)
• Saturdays and evening work are required

The successful Mortgage Advisor will be offered:

• Up to £50,000 minimum salary guarantee for the first 12 months – dependent on written business
• Annual salary review
• No cold calling or self-generation
• Unlimited leads - you will be provided with 5 pre-qualified appointments each week which already have an AIP in place.
• Full admin and case progression support, leaving more time to sell.
• IT equipment, stationery, and full IT support provided.
• Training and development program.
• Generous holiday allowance with your birthday off!
• Progression opportunities
• Mileage reimbursement
• Healthcare and gym membership discounts
• Access to discounts platform, Perks at Work
• Minimum of 18 months experience with CAS status and a proven track record in writing business.
• Full CeMAP mortgage qualification or equivalent.
• Prior experience dealing with New Homes mortgages is desirable but not essential
• Excellent interpersonal and presentation skills, with outstanding communication and listening skills, with the ability to explain complex information clearly and simply.
• Knowledge and understanding of current compliance regulations.
• Highly competent using Microsoft Office - Excel, Word, and Outlook.
• Full driving license and use of own car
• Smart and well presented at all times, portraying a professional image.
• Outgoing, ambitious, and self-motivated, with the ability to thrive in a pressurized environment.
• Arranging mortgage and mortgage-related insurance products
• Ensure all appointments are followed up and managed in a timely manner.
• Undertaking both face-to-face and telephone fact-finds as required.
• Ensure current regulation guidelines including, Money laundering and GDPR requirements are adhered to.
• Diligent and focused on providing the highest level of mortgage advice and customer service to clients.
• Following the mortgage sales process, ensuring full compliance at all times.
• Visit and maintain relationships with introduced/clients.
• Ensure that all documentation is current and up-to-date