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Mortgage Advisor

2 months ago

Barrow in Furness, United Kingdom Shift F5 Full time

About the Role:

We are seeking a highly motivated and experienced Mortgage Adviser to join our New Business team at Shift F5 Ltd. As a Mortgage Adviser, you will play a crucial role in providing exceptional customer service to our members, guiding them through the mortgage application process with confidence and expertise.

Key Responsibilities:

  • Provide personalized mortgage advice to our members, ensuring they receive the best possible outcomes.
  • Work closely with our members to understand their financial goals and objectives, and develop tailored mortgage solutions to meet their needs.
  • Conduct thorough assessments of our members' financial situations, identifying potential risks and opportunities for growth.
  • Develop and maintain strong relationships with our members, building trust and credibility through exceptional communication and interpersonal skills.
  • Stay up-to-date with industry developments, regulatory changes, and market trends, ensuring our members receive the most informed and expert advice.

Requirements:

  • CEMAP qualification or equivalent experience in mortgage advice.
  • Proven track record of success in sales and customer service, with a strong focus on relationship-building and customer satisfaction.
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with our members.
  • Strong analytical and problem-solving skills, with the ability to assess complex financial situations and develop effective solutions.
  • Ability to work independently and as part of a team, with a strong focus on collaboration and teamwork.

What We Offer:

  • A competitive salary and benefits package.
  • Ongoing training and development opportunities, including CEFA and other industry-recognized certifications.
  • A dynamic and supportive work environment, with a strong focus on teamwork and collaboration.
  • The opportunity to work with a member-owned institution that values community, integrity, and financial well-being for its staff and members.