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Financial Advisor for Mortgages
2 months ago
Compensation Package
Basic salary of £28,000 with an On-Target Earnings (OTE) of £42,000.
Working Hours
37.5 hours per week.
We promote flexibility to ensure a healthy work-life balance, though it is anticipated that you will dedicate the necessary hours to fulfill the responsibilities of the position.
Position Overview
As a Mortgage Consultant focused on the over 55 demographic, your primary responsibility will be to enhance sales through proactive outreach, offering customized mortgage solutions, and providing outstanding service backed by industry knowledge and sophisticated systems.
Your role will be pivotal in assisting clients in reaching their financial aspirations and securing appropriate mortgage options for their retirement.
Key Responsibilities
Actively engage with prospective clients (both inbound and outbound) to generate leads and convert them into mortgage transactions. Efficiently manage a customer pipeline, ensuring timely follow-ups and successful deal closures. Conduct comprehensive consultations with clients to ascertain their financial objectives, preferences, and limitations. Evaluate clients' situations and recommend suitable mortgage products tailored to the needs of the over 55 demographic. Utilize advanced mortgage systems and digital tools to streamline processes and facilitate mortgage solutions for clients. Provide clear and transparent explanations of mortgage terms, rates, and repayment options to empower clients in making informed decisions. Stay informed on industry trends, regulatory updates, and product innovations to maintain a competitive advantage and offer knowledgeable advice to clients.About Age Partnership
A Unique Financial Services Firm...
Founded in 2004, Age Partnership is committed to enhancing the markets we operate in for the benefit of our clients. We achieve this by delivering exceptional customer experiences, continually innovating, and embracing digital technology to ensure that interactions with our company are both efficient and engaging.
At Age Partnership, we strive for excellence in all we do, fostering an environment where colleagues are encouraged to engage, learn, and thrive. Our significant in-house training and development opportunities, along with the empowerment of our team members, are key components of our thriving culture.
We aim to become a household name synonymous with excellence, working collaboratively with our partners and suppliers to ensure our clients benefit from these relationships. While it may seem straightforward, it requires ongoing effort to achieve.
Our Core Values:
Customer-Centric Approach
Be Respectful – Treat all customers and colleagues with dignity and respect. Show Awareness – Understand how your actions impact customers, colleagues, and the business. Go Above & Beyond – Strive to exceed expectations, delivering your best to every customer and colleague.Elevate Standards
Embrace Change – View change as an opportunity for improvement, welcoming new ideas and methods. Commit to Development – Take ownership of your personal growth and that of the organization. Be Proud & Lead By Example – Take pride in your work and serve as a positive role model for others.Uphold Integrity
Be Accountable – Own your actions and learn from mistakes. Keep Your Promises – Follow through on commitments and timelines. Be Courageous & Honest – Advocate for your beliefs and welcome constructive feedback.Collaborate for Success
Collaborate & Share – Generously share your time and ideas, working collectively for the greater team. Appreciate Contributions – Recognize the efforts of every colleague in our business's success. Focus on Solutions – Demonstrate resilience and determination, concentrating on solutions rather than problems.Candidate Profile:
Overview:
A proactive and results-driven mortgage professional with a robust background in mortgage sales or financial advisory roles. You possess strong skills in both inbound and outbound sales techniques, adept at generating leads, nurturing relationships, and closing transactions to consistently meet and exceed sales targets.
You have a proven history of success in the mortgage sector, showcasing exceptional sales performance, customer satisfaction, and a commitment to adhering to industry regulations and compliance standards.
Skills and Knowledge:
Essential
Demonstrated experience achieving targets. Recent experience in an outbound call environment. Proven track record in outbound sales with the ability to showcase achievements across various competencies. Quick adaptability to training and changes within the industry. Sustained performance in compliance with industry practices. Commitment to maintaining high ethical standards and compliance with regulations. A minimum of CeMap or equivalent qualification.Desirable
Experience in brokering within the first charge market. Strong understanding of mortgage products, regulations, and market dynamics, particularly those relevant to the over 55 demographic. Previous experience in an advised mortgage role. Proficiency in utilizing mortgage-related software, CRM systems, and digital tools to enhance sales and client management processes.Qualifications:
Financial services qualifications
Mandatory
Certificate in Mortgage Advice and Practice (CeMAP) or equivalentThis job description is intended to provide a broad outline of the duties required and may be amended as necessary.
This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.
