Senior Mortgage Advisor

1 week ago


Frome, Somerset, United Kingdom Clifton Private Finance Full time £45,000 - £80,000
Senior Mortgage Advisor

Clifton Private Finance is seeking a seasoned professional to fill this key role. As a senior member of our team, you will work closely with high-value clients and larger mortgages, providing expert advice and guidance to help them achieve their financial goals.

About the Position
  • This is a hybrid role, with three days spent in the office and two days working from home, allowing for a great work-life balance.
  • You will be responsible for providing exceptional mortgage and protection advice to clients, building long-term relationships and delivering outstanding customer service.
Key Responsibilities
  • Provide expert mortgage and protection advice to high-value clients and larger mortgage holders, leveraging your extensive knowledge and experience.
  • Build and maintain strong relationships with clients, understanding their financial objectives and providing tailored solutions to meet their needs.
  • Collaborate closely with directors to discuss progress and identify new opportunities for growth and development.
Requirements
  • Minimum of 3 years' experience in mortgage advice, with a proven track record of success.
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues alike.
  • First-class planning and organisational skills, with the ability to work effectively under pressure and meet deadlines.
Benefits
  • Competitive salary and commission structure, reflecting your value to the company.
  • Opportunity to work with a dynamic and progressive company, with a strong focus on customer service and employee satisfaction.
  • Hybrid working arrangement, with three days in the office and two days working from home, promoting flexibility and work-life balance.
  • 22 days' annual leave (increasing to 25 days after 3 full years' service), allowing for relaxation and rejuvenation.
  • Company pension scheme and on-site parking, providing a range of benefits and perks.
About Clifton Private Finance

Clifton Private Finance is a specialist finance brokerage based in the UK, providing expert advice and guidance to high-value clients, helping them to achieve their financial goals.



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