Mortgage Broker

7 months ago

Swansea, United Kingdom Precision Mortgages Full time

What You'll Do:
Follow up on leads generated through the company website.

Conduct in-depth consultations to understand clients' needs, financial goals, and risk tolerance.

Provide clear and impartial advice on the full spectrum of equity release products and their implications.

Build strong relationships with clients, earning their trust and confidence throughout the entire process.

Research and analyse market trends to identify the most suitable equity release or other more appropriate solutions for individual clients.

Prepare comprehensive fact finds and liaise with lenders to secure optimal loan terms.

Maintain meticulous records and ensure compliance with all regulatory requirements.

Contribute to the growth of the business by converting company leads, generating your own leads and exceeding sales targets.

Converting own and company leads.

Who You Are:
Excellent communication and interpersonal skills, with the ability to build rapport with clients from diverse backgrounds.

Strong analytical and problem-solving skills, with a keen eye for detail.

Proven ability to work independently and meet deadlines in a fast-paced environment.

Passionate about the financial wellbeing of others and committed to providing ethical and transparent advice.

A confident and persuasive communicator with the ability to explain complex financial concepts in a clear and concise manner.

A UK driving licence holder with their own vehicle.

We Offer:
Uncapped commission potential based on performance.

Ongoing training and induction

A supportive and collaborative working environment with opportunities for professional development.

The chance to make a real difference in the lives of your clients and build a successful career in a growing market.

The opportunity to train for a qualify as a CeMap advisor.

If you're ready to excel in a role that combines financial expertise with genuine client care, we encourage you to apply

We look forward to hearing from you.

**Job Types**: Full-time, Part-time, Freelance

Pay: £40,000.00-£50,000.00 per year

**Benefits**:

- Work from home

Schedule:

- Monday to Friday
- Weekend availability

Supplemental pay types:

- Commission pay

Work Location: In person

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