Senior Financial Advisor

7 days ago


Crawley, West Sussex, United Kingdom Quilter Financial Planning Full time £50,000

About the Role:

We are seeking a skilled Mortgage Advisor to assist clients in securing the best mortgage deals.

As a Mortgage Advisor, you will work closely with our established Estate Agency team to help customers purchase their dream home while taking care of all their mortgage and protection needs.

Key Responsibilities:

  • Building relationships with the Estate Agency team through training and support
  • Provide comprehensive mortgage advice to a diverse range of clients
  • Assess clients' financial circumstances to determine suitable mortgage products
  • Maintain up-to-date knowledge of the mortgage market and related financial products
  • Liaise with lenders, estate agents, and solicitors to ensure smooth transactions
  • Prepare and submit detailed mortgage applications on behalf of clients
  • Offer guidance on protection products related to the mortgage process, such as life insurance and home insurance
  • Deliver exceptional customer service, building and maintaining long-term client relationships

Requirements:

  • Proven experience as a Mortgage Advisor, preferably within an estate agency setting
  • A strong track record in generating new sales and following through to completions
  • Strong understanding of the mortgage market and financial regulations
  • Commitment to continuous professional development

What We Offer:

  • Competitive basic salary with a realistic year one OTE of £50,000
  • Lucrative earning potential and uncapped commission
  • Opportunities for career progression
  • Ongoing training and development
  • Flexible working pattern (home and office based)


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