Mortgage Advisor
Posted on Sep 16, 2024 by CV-Library
Purley, Greater London, United Kingdom
Accountancy
Immediate Start
£28k - £70k Annual
Full-Time
Our client is a prestigious multi-office estate agent. They are currently seeking an experienced Mortgage Advisor their Purley Branch. The role offers fantastic career progression, competitive packages and car allowances, and the opportunity to represent a well-respected brand.
Key Roles and Responsibilities
* Meeting with clients to assess individual circumstances and needs
* Seeking out the best financial and mortgage solutions for our customers
* Selling associated insurance products from Legal & General
* Meeting and exceeding targets
* Working closely with the residential estate agency team to ensure all business opportunities are maximised.
* Provide coaching and support to colleagues to maintain a good referral rate
* Proactively contacting existing client base as a source for new business
* Liaising with lenders to confirm product conditions are relevant for our customers.
* Ensuring all documentation is compliant, correct and properly witnessed and signed in line with FCA guidelines.
Required Skills and Qualifications
* Seeking someone who is driven and motivated by success, results and reward
* CEMAP 1 (minimum) Qualified or equivalent or Competency Advisor Status (CAS).
* At least 1 year's mortgage advisory experience
* Great at building relationships with customers
* Smart, articulate and well presented
* Ambitious and self-motivated with the ability to work in a pressurised environment.
* Full driving license
The Package
* Initial Package: £28,000 (guarantee for 4 months plus Car Allowance)
* Company Car or Car Allowance: £2,500pa
* On Target Earnings: £70,000 (uncapped earnings)
* Work Pattern: 5 days per week including Saturdays (typically 2 Saturdays off per month - Monday to Friday 08.30 – 17.30 and Saturday 09.00 – 17.00
Key Roles and Responsibilities
* Meeting with clients to assess individual circumstances and needs
* Seeking out the best financial and mortgage solutions for our customers
* Selling associated insurance products from Legal & General
* Meeting and exceeding targets
* Working closely with the residential estate agency team to ensure all business opportunities are maximised.
* Provide coaching and support to colleagues to maintain a good referral rate
* Proactively contacting existing client base as a source for new business
* Liaising with lenders to confirm product conditions are relevant for our customers.
* Ensuring all documentation is compliant, correct and properly witnessed and signed in line with FCA guidelines.
Required Skills and Qualifications
* Seeking someone who is driven and motivated by success, results and reward
* CEMAP 1 (minimum) Qualified or equivalent or Competency Advisor Status (CAS).
* At least 1 year's mortgage advisory experience
* Great at building relationships with customers
* Smart, articulate and well presented
* Ambitious and self-motivated with the ability to work in a pressurised environment.
* Full driving license
The Package
* Initial Package: £28,000 (guarantee for 4 months plus Car Allowance)
* Company Car or Car Allowance: £2,500pa
* On Target Earnings: £70,000 (uncapped earnings)
* Work Pattern: 5 days per week including Saturdays (typically 2 Saturdays off per month - Monday to Friday 08.30 – 17.30 and Saturday 09.00 – 17.00
Reference: 222328674
https://jobs.careeraddict.com/post/95348508
Mortgage Advisor
Posted on Sep 16, 2024 by CV-Library
Purley, Greater London, United Kingdom
Accountancy
Immediate Start
£28k - £70k Annual
Full-Time
Our client is a prestigious multi-office estate agent. They are currently seeking an experienced Mortgage Advisor their Purley Branch. The role offers fantastic career progression, competitive packages and car allowances, and the opportunity to represent a well-respected brand.
Key Roles and Responsibilities
* Meeting with clients to assess individual circumstances and needs
* Seeking out the best financial and mortgage solutions for our customers
* Selling associated insurance products from Legal & General
* Meeting and exceeding targets
* Working closely with the residential estate agency team to ensure all business opportunities are maximised.
* Provide coaching and support to colleagues to maintain a good referral rate
* Proactively contacting existing client base as a source for new business
* Liaising with lenders to confirm product conditions are relevant for our customers.
* Ensuring all documentation is compliant, correct and properly witnessed and signed in line with FCA guidelines.
Required Skills and Qualifications
* Seeking someone who is driven and motivated by success, results and reward
* CEMAP 1 (minimum) Qualified or equivalent or Competency Advisor Status (CAS).
* At least 1 year's mortgage advisory experience
* Great at building relationships with customers
* Smart, articulate and well presented
* Ambitious and self-motivated with the ability to work in a pressurised environment.
* Full driving license
The Package
* Initial Package: £28,000 (guarantee for 4 months plus Car Allowance)
* Company Car or Car Allowance: £2,500pa
* On Target Earnings: £70,000 (uncapped earnings)
* Work Pattern: 5 days per week including Saturdays (typically 2 Saturdays off per month - Monday to Friday 08.30 – 17.30 and Saturday 09.00 – 17.00
Key Roles and Responsibilities
* Meeting with clients to assess individual circumstances and needs
* Seeking out the best financial and mortgage solutions for our customers
* Selling associated insurance products from Legal & General
* Meeting and exceeding targets
* Working closely with the residential estate agency team to ensure all business opportunities are maximised.
* Provide coaching and support to colleagues to maintain a good referral rate
* Proactively contacting existing client base as a source for new business
* Liaising with lenders to confirm product conditions are relevant for our customers.
* Ensuring all documentation is compliant, correct and properly witnessed and signed in line with FCA guidelines.
Required Skills and Qualifications
* Seeking someone who is driven and motivated by success, results and reward
* CEMAP 1 (minimum) Qualified or equivalent or Competency Advisor Status (CAS).
* At least 1 year's mortgage advisory experience
* Great at building relationships with customers
* Smart, articulate and well presented
* Ambitious and self-motivated with the ability to work in a pressurised environment.
* Full driving license
The Package
* Initial Package: £28,000 (guarantee for 4 months plus Car Allowance)
* Company Car or Car Allowance: £2,500pa
* On Target Earnings: £70,000 (uncapped earnings)
* Work Pattern: 5 days per week including Saturdays (typically 2 Saturdays off per month - Monday to Friday 08.30 – 17.30 and Saturday 09.00 – 17.00
Reference: 222328674
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