An exciting opportunity has arisen for a Mortgage Advisor / Mortgage Broker to join a well-established, professional financial services firm operating across the UK, providing bespoke protection solutions to a diverse client base.
As a Mortgage Advisor / Mortgage Broker, you will provide tailored mortgage and protection advice while managing client cases from initial enquiry through to completion.
This full-time role offers hybrid working options, salary range of £25,000 - £35,000 and benefits.
You will be responsible for:
? Assessing clients' financial circumstances, affordability and objectives to identify suitable mortgage and protection options.
? Researching products and lending criteria across a range of lenders.
? Completing client fact-finds and gathering the required supporting information.
? Preparing and submitting mortgage applications and supporting documentation.
? Managing cases throughout the application process through to completion.
? Maintaining regular contact with clients, lenders and relevant stakeholders.
? Providing clear and timely updates throughout each case.
? Ensuring advice and case management meet regulatory and internal compliance requirements.
What we are looking for:
? Approx.2 years of relevant mortgage experience.
? Background in Buy-to-Let, Portfolio Landlords and Professional Investors.
? CeMAP qualification, but candidates without it may be considered if they have relevant experience.
? Knowledge of affordability assessments, lending criteria and mortgage and protection products
? Understanding of the UK mortgage market, lender products and FCA regulatory requirements
? Ability to use CRM systems and digital tools for research, record keeping and client communication
? Experience within financial services would be preferred.
The candidates from the following background will be considered:
? Mortgage Broker, Mortgage Adviser, Mortgage Advisor, Mortgage & Protection Adviser, Mortgage Sp....Read more...
An exciting opportunity has arisen for a Mortgage Advisor / Mortgage Broker to join a well-established, professional financial services firm operating across the UK, providing bespoke protection solutions to a diverse client base.
As a Mortgage Advisor / Mortgage Broker, you will provide tailored mortgage and protection advice while managing client cases from initial enquiry through to completion.
This full-time role offers hybrid working options, salary range of £25,000 - £35,000 and benefits.
You will be responsible for:
* Assessing clients' financial circumstances, affordability and objectives to identify suitable mortgage and protection options.
* Researching products and lending criteria across a range of lenders.
* Completing client fact-finds and gathering the required supporting information.
* Preparing and submitting mortgage applications and supporting documentation.
* Managing cases throughout the application process through to completion.
* Maintaining regular contact with clients, lenders and relevant stakeholders.
* Providing clear and timely updates throughout each case.
* Ensuring advice and case management meet regulatory and internal compliance requirements.
What we are looking for:
* Approx.2 years of relevant mortgage experience.
* Background in Buy-to-Let, Portfolio Landlords and Professional Investors.
* CeMAP qualification, but candidates without it may be considered if they have relevant experience.
* Knowledge of affordability assessments, lending criteria and mortgage and protection products
* Understanding of the UK mortgage market, lender products and FCA regulatory requirements
* Ability to use CRM systems and digital tools for research, record keeping and client communication
* Experience within financial services would be preferred.
The candidates from the following background will be considered:
* Mortgage Broker, Mortgage Adviser, Mortgage Advisor, Mortgage & Protection Adviser, Mortgage Specialist, Mortgage Consultant, Mortgage & Protection Broker or in a similar role.
Apply now for this exceptional Mortgage Advisor / Mortgage Broker opportunity to work with a dynamic team and further enhance your career.
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Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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