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Mortgage Advisor

2 months ago

Haywards Heath, West Sussex, United Kingdom Cubitt & West Full time
About the Role

We are seeking a highly skilled and motivated Mortgage Advisor to join our team at Cubitt & West. As a key member of our team, you will be responsible for providing exceptional customer service and delivering high-quality mortgage solutions to our clients.

Key Responsibilities
  • Meet with clients to assess their individual circumstances and needs
  • Seek out the best financial and mortgage solutions for our customers
  • Sell associated insurance products from Legal & General
  • Meet and exceed targets
  • Work closely with the residential estate agency team to ensure all business opportunities are maximised
  • Provide coaching and support to colleagues to maintain a good referral rate
  • Proactively contact existing client base as a source for new business
  • Liaise with lenders to confirm product conditions are relevant for our customers
  • Ensure all documentation is compliant, correct and properly witnessed and signed in line with FCA guidelines
Requirements
  • CEMAP 1 (minimum) Qualified or equivalent or Competency Advisor Status (CAS)
  • At least 1 year's mortgage advisory experience
  • A great work ethic and ability to keep up with the challenges you will face and be focused on turning the 'ordinary' into the 'extraordinary'
  • Smart, articulate and well-presented
  • Ambitious and self-motivated with the ability to work in a pressurised environment
  • Full driving license
  • Great at building relationships with customers
What We Offer
  • A competitive salary package with the buzz of uncapped earnings
  • A company car or car allowance from Day 1 and the opportunity to work towards one of our prestigious vehicles such as Audi, Jaguar, or BMWs
  • Top Achievers trips and outings
  • 33 days paid holiday, (increasing with service) with an extra day off for your birthday and holiday commission
  • The ability to offer your customers products from the whole of the mortgage market
  • A company that values customers and colleagues alike (currently 4.9/5 on Trustpilot)
  • A company that listens to its colleagues from yearly staff survey feedback (see our website for results of between 80% - 90%+)
  • Helping the community is high on our agenda and we definitely put our money where our mouths are We have raised £millions over the years for many deserving causes and we even pay entrance fees for our colleagues who want to get involved with raising money for local or national charities
Additional Benefits
  • 33 Days Paid Holiday (increasing with service)
  • Additional Day off for your birthday
  • Holiday Commission
  • Work From Home 1 day per week
  • Pension
  • Life Insurance
  • Private Medical Healthcare Scheme
  • Company Rewards and Incentives together with Top Achievers trips and outings
  • Structured Career Path
  • Employee Assistance Scheme
  • Paid entry fees for charitable events