Mortgage Advisor

CV-Library

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

Reference: 222328674

https://jobs.careeraddict.com/post/95348508
CV-Library

Mortgage Advisor

CV-Library

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

Reference: 222328674

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