Mortgage & Protection Advisor

Howard Mortgages; Torquay; Hybrid; GBP 30,000 - 60,000; Full time

Job summary

An established family-run firm seeks a dedicated Mortgage Advisor to join their award-winning team. This role offers the chance to make a significant impact on clients' lives by guiding them through their home-buying journey. With over 20 years of experience, the company prides itself on its integrity and customer-centric approach. You'll benefit from a flexible schedule, uncapped earning potential, and opportunities for professional development. Join a supportive environment where your expertise will be valued, and help clients navigate the mortgage process with confidence and care.

Benefits

Flexible Schedule

Uncapped Earning Potential

Remote Work Opportunities

Professional Development

Qualifications

• Minimum 2-3 years as a Mortgage Advisor with proven success.
• Exceptional communication and interpersonal skills are essential.

Responsibilities

• Consult clients via various methods to tailor mortgage solutions.
• Conduct financial analyses and provide personalized recommendations.

Skills

Customer Service

Financial Analysis

Networking

Communication Skills

Mortgage Product Knowledge

Education

CeMAP Qualified or Equivalent

Job description

About the Company

Howard Mortgages - Established for over 20 Years

Location: Torquay high street office / home working

Join Our Award-Winning Team as a Mortgage Advisor!

Are you an experienced Mortgage Advisor seeking an exciting opportunity with a well-established, family-run business? For over two decades, we’ve been a trusted name in our community, helping individuals and families achieve their homeownership dreams.

We are looking for a motivated, self-driven professional to join our esteemed team and continue our legacy of excellence. At our core, we believe in an open, honest, and professional approach to customer service. Our reputation for providing friendly, jargon-free advice has earned us awards and the trust of our customers.

What We Offer:

• A supportive and collaborative work environment.
• The opportunity to be part of a respected brand with deep community roots.
• A chance to make a real difference in people's lives by guiding them through their home-buying journey.

About You:

• You have experience as a Mortgage Advisor.
• You’re passionate about providing outstanding customer service.
• You value integrity and professionalism in your work.

About the Role

We are looking for an experienced Mortgage & Protection advisor to help service our existing client base of over 2,000 clients plus new leads from our large network of existing introducers.

• Client Consultation: Face to Face, Zoom/Team, Telephone meetings, leveraging your wealth of experience to understand clients' financial goals and tailor mortgage solutions accordingly.
• Product Knowledge: Stay abreast of the latest mortgage products, interest rates, and industry trends, delivering expert advice that reflects our decades of experience.
• Financial Analysis: Utilise your expertise to conduct comprehensive financial analyses, ensuring that our clients receive personalised mortgage recommendations while adhering to regulatory standards.
• Guidance and Support: Provide unwavering support to clients throughout the mortgage application process, drawing on the depth of your experience to ensure a seamless and positive experience.
• Networking: Leverage your well-established presence to build and strengthen relationships with estate agents, financial institutions, and industry professionals, further enhancing our trusted network.
• Market Research: Share insights gained from over 20 years of industry experience, keeping abreast of local real estate market conditions and ensuring our clients benefit from your seasoned perspective.
• Documentation: Facilitate the completion of necessary paperwork with efficiency and precision, reflecting the meticulous standards that have defined our company for over two decades.

Qualifications

• Proven track record as a Mortgage Advisor with a minimum of 2-3 years.
• In-depth knowledge of mortgage products, regulations, and financial principles.
• Exceptional communication and interpersonal skills, embodying the customer-centric values of our longstanding family-run business.
• Ability to work independently, managing your schedule effectively to meet and exceed client expectations.
• CeMAP Qualified or Equivalent.
• Self-motivated with a strong commitment to upholding the reputation of a company with over 20 years of success.

Benefits:

• Established Reputation: Join a well-respected family-run business with a proven track record of over two decades.
• Flexible Schedule: Enjoy the autonomy to manage your own work hours, reflecting our trust in your experience and professionalism.
• Uncapped Earning Potential: Benefit from competitive commissions, recognising your dedication and contribution to our continued success.
• Remote Work Opportunities: Embrace the flexibility of remote work or choose a combination of remote and in-office collaboration.
• Professional Development: Access ongoing training and development opportunities to stay at the forefront of industry advancements.

Seniority Level: Mid-Senior level

Employment Type: Full-time

Job Function: Finance and Sales

If you are interested in finding out more, please email [e-mail] with your contact details and a copy of your CV.

We look forward to speaking with you soon.