Mortgage Broker Specialist

6 days ago


Horsham, West Sussex, United Kingdom Halmer Recruit Full time
Mortgage Broker Opportunity

We are seeking a skilled Mortgage Broker to join our team at Halmer Recruit. As a Mortgage Broker, you will be responsible for providing expert advice and guidance to clients seeking mortgage solutions.

Key Responsibilities:
  • Conduct thorough fact-finds to identify the best mortgage products for clients.
  • Sell fee-based services to clients, where applicable, prior to scheduling appointments.
  • Obtain necessary documentation, including ID, proof of address, and financial information.
  • Manage client files on our CRM system.
  • Ensure compliance with all relevant regulations and guidelines.
  • Research the mortgage market to find suitable lenders.
  • Discuss options and agree on the best course of action with clients.
  • Recommend insurance solutions and source providers.
  • Arrange for application completion and refer to other advisors for sign-off, if necessary.

This role requires strong communication and organizational skills, with a focus on delivering exceptional customer experiences. You will work closely with clients to understand their needs and provide tailored solutions.

Requirements:
  • Strong knowledge of mortgage products and regulations.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Proficiency in CRM systems and administrative tasks.

If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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