Mortgage Broker / Financial Services Advisor

Aluminum Window Designs Ltd; London; Hybrid; GBP 65,000 - 120,000; Full time

Job summary

Join a thriving team at a market-leading firm as a Mortgage Broker / Financial Services Advisor. This exciting role offers the chance to work with a dynamic team, providing clients with tailored financial solutions for their self-build and property development projects. You'll receive comprehensive training, ongoing support, and the opportunity to progress to a partnership role. With uncapped commission potential and all leads provided at no cost, this is a fantastic opportunity for ambitious brokers looking to grow their careers in a supportive environment. Embrace the chance to make a real difference in clients' lives and advance your career in specialist finance.

Benefits

Guaranteed income for training period

121 training provided

Uncapped commission scheme

Full admin support

Control your own diary

Equipment provided by firm

Qualifications

• CeMAP qualified with CAS status and a proven track record.
• Ability to manage a large mortgage pipeline effectively.

Responsibilities

• Guide clients through the financing journey for their projects.
• Negotiate terms with lenders and manage mortgage applications.

Skills

CeMAP qualification

CAS status

Customer focus

Time management

Negotiation skills

Education

CeMAP qualification

Tools

Bespoke CRM

Job description

Join to apply for the Mortgage Broker / Financial Services Advisor role at Aluminum Window Designs Ltd

6 days ago Be among the first 25 applicants

Join to apply for the Mortgage Broker / Financial Services Advisor role at Aluminum Window Designs Ltd

Join a thriving team at a market-leading firm! We are seeking a highly motivated and experienced CeMAP-qualified Mortgage Broker / Financial Services Advisor with CAS status and a proven track record to join our dynamic firm, where the average case size across the team in 2024 was £4,097 (mortgage and broker fee only).

PARTNERSHIP OPPORTUNITIES

For ambitious brokers the firms operates a "progression to partnership programme" where you can become a shareholder and executive within the business.

WHY JOIN THIS FIRM?

• All leads provided at no cost to adviser (60+ per month)
• Guaranteed income for training period
• All system provided at no cost to adviser
• Equipment provided by firm
• A Progression to Partner Programme for ambitious advisers
• 121 training provided to up skill brokers in the firms area of expertise
• Uncapped commission scheme
• Full admin support
• Control your own diary
• DA firm with no network oversight
• Bespoke CRM
• Great team environment
• Work with complex finance cases and add real value to clients
• Hybrid / remote working available
  
  

Additional Training Provided

The company will provide additional 121 up skill training focussing on their area of expertise covering specialist finance products and services.

Earnings

YEAR 1: £65,000 OTE (uncapped commission structure)

YEAR 2: £120,000 OTE (uncapped commission structure)

LOCATION: Remote / Home Based or Hybrid

Successful candidates will need to commit to the first month being fully office based in Exeter, Devon, whilst you are completing the firms internal training program (cost are covered by the firm). Once completed youll have the option to work remotely from home or if you prefer work in a hybrid capacity, from home and the office in Exeter

JOB TYPE: Full-Time, Self-Employed Contract

Job Overview

We have a fantastic new job opportunity for a Mortgage Broker / Financial Services Advisor who is CeMap qualified with CAS status and has a proven track record of successfully managing a significant mortgage pipeline and delivering exceptional client service.

Working as the Mortgage Broker / Financial Services Advisor you will join a successful, leading and established niche UK firm where the average case size across the team in 2024 was £4,097 (mortgage and broker fee only).

As the Mortgage Broker / Financial Services Advisor you will be responsible for working with clients to secure finance for their self-build and property development projects. This will involve identifying the most suitable lending options for clients, negotiating terms with lenders, and managing the mortgage application process from start to finish.

As a successful candidate you will join a market leading firm that can offer on-going training and development, full admin support and a great team environment.

APPLY TODAY

If youre already an adviser who wants to earn more, is obsessed about delivering a great service and is ambitious to grow a business then this firm could be a fit for you. To be considered for this position please send in your CV as soon as possible for our Recruitment Team to review.

DUTIES

Your Duties As a Specialist Mortgage Advisor Will Include

• Become the trusted advisor: Guide clients through the entire financing journey for their unique projects
• Unleash the power of possibility: Identify and present the most innovative and competitive lending solutions tailored to each client's individual needs and circumstances
• Negotiate winning deals: Leverage your expertise to secure the best possible terms and conditions with lenders on behalf of your clients
• Streamline the process: Efficiently manage mortgage applications from start to finish, ensuring a smooth and seamless experience for all parties involved
• Stay ahead of the curve: Continuously enhance your knowledge by staying abreast of the latest industry trends and regulatory changes
  
  

This is an exciting opportunity for a passionate and ambitious individual to make a real difference to clients. Join the team and build a fulfilling career in specialist finance.

Candidate Requirements

As the Mortgage Broker / Financial ServicesAdvisor you will have the following skills, experience and qualifications:

• CAS status
• Full CeMap qualification
• Previous experience as a Mortgage Advisor
• Ability to manage a large mortgage pipeline
• Customer focused
• Ability to manage multiple leads a day
• Ability to plan own time/diary efficiently
• Full UK driving licence
  
  

How To Apply

To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CVs of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.

JOB REF: AWDO-C13336

Full-Time, Contract Jobs, Careers and Vacancies. Find a new job and work remotely from home. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online.

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Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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