Mortgage Advisor / Mortgage Broker

Description

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

Ad ID: 5419115544