Mortgage Broker Specialist
1 month ago
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 regulatory requirements.
- 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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Mortgage Broker Specialist
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Horsham, West Sussex, United Kingdom Halmer Recruit Full timeMortgage Broker RoleHalmer Recruit is seeking a skilled Mortgage Broker to join our team in Horsham. As a Mortgage Broker, you will be responsible for establishing the best product solutions for clients, selling fee-based services, and ensuring compliance with regulatory requirements.Key Responsibilities:Complete thorough fact-finds to identify suitable...
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Mortgage Broker Specialist
1 month ago
Horsham, West Sussex, United Kingdom Halmer Recruit Full timeMortgage Broker OpportunityWe 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...
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Mortgage Broker Specialist
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Horsham, West Sussex, United Kingdom Halmer Recruit Full timeMortgage Broker OpportunityWe 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...
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Equity Release Broker Opportunity
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Mortgage and Protection Specialist
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Mortgage and Protection Specialist
1 month ago
Horsham, West Sussex, United Kingdom The New Homes Group Full timeAbout the RoleWe are seeking a highly skilled and motivated Mortgage and Protection Advisor to join our team in Horsham. As a key member of our team, you will be responsible for providing exceptional customer service and advice on a range of mortgage products and services.Main ResponsibilitiesBuilding strong relationships with our Estate Agency teams to...
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Mortgage and Protection Specialist
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