Self Employed Specialist Mortgage Advisers

Brilliant Money; Swansea; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services company is seeking a Mortgage Advisor in Swansea to assist clients in securing mortgages. The ideal candidate will analyze financial situations and recommend suitable products, ensuring clients feel fully supported throughout the mortgage application process. This role comes with a competitive commission structure, flexible hours, and necessary software support. Ideal for someone with strong analytical and communication skills, as well as a commitment to excellent customer service.

Benefits

Competitive commission structure

Flexibility to manage your own time

Leads provided if required

Software licenses and PI cover provided

Family run business support

Qualifications

• Minimum 1 year of experience in Specialist Mortgages.
• Up-to-date experience in the mortgage industry is essential.
• Strong independent work capability along with team collaboration.

Responsibilities

• Assist clients in obtaining a mortgage by analyzing their financial situation.
• Calculate mortgage payments and guide clients through the application process.
• Maintain knowledge of current mortgage regulations and industry trends.

Skills

Analytical skills

Problem-solving skills

Communication skills

Customer service skills

Organisational skills

Education

CeMAP or equivalent

CAS certification

Tools

Mortgage software

Sourcing systems

Job description

Job Description:

• Assist clients in obtaining a mortgage by analysing their financial situation and recommending suitable mortgage products
• Assist the clients to ensure they are fully protected in relation to all their mortgage needs
• Collect and review financial documents from clients to determine their eligibility for a mortgage
• Calculate mortgage payments, interest rates, and other relevant financial information
• Guide clients through the mortgage application process, explaining the terms and conditions of different mortgage options
• Collaborate with mortgage lenders to ensure timely and accurate processing of the clients applications
• Maintain knowledge of current mortgage regulations and industry trends to provide up-to-date advice to clients
• Build and maintain relationships with introducers to generate new business opportunities

Requirements:

• CeMap or equivalent
• CAS for a minimum of 1 year in Specialist Mortgages
• Up to date experience in the mortgage industry essential
• Strong analytical and problem-solving skills
• Excellent communication and customer service skills
• Ability to work independently and as part of a team
• Detail-oriented with strong organisational skills
• Experience with mortgage software and sourcing systems

Benefits:

• Competitive commission structure
• Flexibility to manage your own time
• Leads provided if required
• Software licenses and PI cover provided
• Being part of a Family run business dedicated to supporting customers