Mortgage Finance Specialist

2 months ago


Purley, United Kingdom Westcott Search Limited Full time
About the Role

We are seeking an experienced Mortgage Advisor to join our team at Westcott Search Limited. As a Mortgage Advisor, you will be responsible for providing expert advice to clients on mortgage products and services.

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 reputable providers
  • 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 regulatory guidelines
Requirements
  • Driven and motivated by success, results and reward
  • 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
  • Full driving license
The Package
  • Initial Package: £28,000 (guarantee for 4 months plus Car Allowance)
  • Company Car or Car Allowance: £2,500pa
  • On Target Earnings: £70,000 (uncapped earnings)

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