Mortgage Advisor

2 days ago


Purley, Greater London, United Kingdom Westcott Search Limited Full time
Mortgage Advisor Job Opportunity

We are seeking an experienced Mortgage Advisor to join our client's Purley Branch. This role offers a fantastic opportunity for career progression, competitive packages, and car allowances, as well as the chance to represent a well-respected brand.

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
  • Great at building relationships with customers
  • Smart, articulate, and well-presented
  • Ambitious and self-motivated with the ability to work in a pressurised environment

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