Private Client Mortgage Broker

4 months ago

Reading, United Kingdom Clifton Private Finance Full time

**The opportunity - OTE £100k+**
Clifton Private Finance is looking for an experienced senior mortgage adviser to join our team, dealing mainly with high-value clients and larger mortgages **(our average mortgage is £450,000)**.
- **This is a hybrid role working 2 days in the office (Winchester) and 3 days from home.**
- **What you should expect to earn**:_
- **Basic salary - £45,000 to £50,000 based on experience.**_

**Year 1**: In the first 12 months we would expect your net earnings to be between £55k to £75k.

**Year 2**:At the end of the 2nd year we would expect your net earnings to be between £75k and 100k.

**Year 3**: By the end of year 3 you should be expecting to be earning £100k+ net

**What we do**
Clifton Private Finance is a progressive and dynamic marketing platform and specialist finance brokerage based in Bristol and Cardiff and we will shortly be opening an office in Winchester.

Using its own website and a portfolio of other sites owned and controlled by its sister company, the company generates and validates new business enquiries that are then dealt with either via our internal broker teams, or one of our external broker partners.

**Role overview**
Focused on some of the most valuable new enquiries received into the business, you will be responsible for providing excellent mortgage & protection advice and service to your clients.

Reporting to our Head of Mortgages you will be part of developing a strong working broker team with excellent working standards and practice.

Each day 3 to 4 appointments are booked into your diary by our internal marketing & contact team. You will receive client relationship and administrative support for your clients.

**Role and Responsibilities**
- Give an excellent mortgage & protection advice experience to all clients
- Working with the Head of Mortgages to empower knowledge share and a positive team atmosphere among brokers and other staff
- Ad hoc meetings with directors to discuss progress and ongoing opportunities

**Key Skills Required**
- Excellent communication skills particularly on the telephone, and a clear ability to build rapport and long-term relationships with clients
- Excellent client service standards
- First class planning and organisational skills
- Strong time management skills
- Excellent product knowledge and quick to learn about new products and services

**Qualifications & Experience**
- **Required** - minimum of 5 years mortgage advice experience
- Previous self-employed experience an advantage
- A proven and successful record in mortgage & protection sales
- Used to working effectively under pressure and to financial targets
- Experience in dealing with HNW clients, and complex income/asset related scenarios
- Experience working with expats and foreign nationals an advantage
- Experience in offering and delivering excellent client service standards

**Personal qualities**
- Natural rapport builder
- Ability to work well under pressure
- Dedicated, focused
- Team player
- Able to think independently and creatively
- Drive and enthusiasm
- Accuracy and an eye for detail
- Self-starter with a lot of initiative, an enthusiastic can-do attitude and the flexibility and desire to grow in a fast paced, supportive company

**Package**
- **Title**: Senior Mortgage Adviser
- **Job type**: Full time, permanent
- **Location**: Hybrid role. Winchester office location TBC
- **Hours**: 9.00am to 5.30pm, Monday to Friday
- **Holiday**: 22 days (plus statutory), increasing to 25 days after 3 full years’ service
- **Basic salary**: Competitive basic salary
- **OTE**: Year 1 £55k+, Year2 £75k+, Year 3 £100k+
- **Company pension scheme**: in line with auto-enrolment

**Salary**: £45,000.00-£110,000.00 per year

**Benefits**:

- Company events
- Company pension
- On-site parking
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay

Ability to commute/relocate:

- Reading: reliably commute or plan to relocate before starting work (required)

**Experience**:

- mortgage advice: 5 years (required)

Work Location: Hybrid remote in Reading

Reference ID: Private Client Mortgage - Reading

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