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Mortgage Advisor

1 month ago


Kent, United Kingdom Capital Assure Full time

We are looking for 3 qualified mortgage brokers/advisors to join our growing team.

If you are a qualified to give mortgage advice and are looking for a way to grow independantly, then this is the opportunity you have been looking for.


Role description

As a Mortgage Advisor, you will be responsible for providing expert advice and guidance to clients on their mortgage options and ensuring compliance with FCA regulations. You will analyze financial information, evaluate mortgage applications, and recommend suitable mortgage products to clients. You will also build and maintain relationships with clients and lenders to ensure a smooth mortgage process.

As this role is remote, you work your own hours


What do you get from us?

  • As a member of Capital Assure Ltd you will have access to a huge panel of UK lenders, and the ability to refer to off-panel packagers.
  • We will coach you through to acheiving 'Competant Advisor Status' with our network (Primis)
  • High level of remote training on process and systems with the network
  • Continual coaching with experienced brokers
  • Access to CRM, sourcing software, network tools and phone system
  • Opportunity to sell protection, secured loans and Equity Release. Also a stong referral process to third party brokers
  • Various sources of lead enquiries. The type, quality, amount and frequency of leads is determined by the advisor and is subject to cost.


Company Description

Capital Assure is a mortgage broker based in Kent and we are dedicated to providing free, honest, and impartial advice and service to all of our clients. We are an appointed representative of PRIMIS Mortgage Network, ensuring that our clients receive the best and most reliable solutions. We are passionate about helping individuals and families achieve their financial goals and secure their future.


Role requirements

  • Mortgage Marketing and Finance skills
  • In-depth knowledge of Mortgages
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving skills
  • Ability to work independently and remotely
  • Attention to detail and ability to manage multiple tasks


Qualifications

  • CF1 & 6 or
  • FPC 1, 2, 3 and MAQ or
  • FPC 1, 2, 3 and CeMap Bridger or
  • FPC 1, 2, 3 and CF6 or
  • RO1 and CF6 or
  • CeMap 1 and CF6 or
  • FP1 and CF6 or
  • CeMap level 3


Relevant skills and qualifications in the areas of customer service, sales, and negotiation would also be beneficial.


Please review payplan for a guide to anticipated income. You can sell mortgages from day one but there will be a period where you are building your bank of clients and proc fees are paid within 2 weeks from completion.

You can use your own accountant or utilise our company accountant for an additional cost.