Mortgage Advisor | Mortgage Broker | Financial Planner

1 week ago


Birmingham, Birmingham, United Kingdom Vision-FS Recruitment Full time
About the Role

We are seeking a skilled and experienced Mortgage Advisor to join our team at Vision-FS Recruitment. As a leading Financial Services Recruitment business, we cover the UK FS market and are committed to delivering exceptional results for our clients.

Key Responsibilities
  • Provide full mortgage advice to clients, utilizing your CeMAP qualification and industry expertise.
  • Service a growing book of clients, with access to leads and clients provided.
  • Conduct fact-find meetings with new and existing clients to understand their financial goals and objectives.
  • Prepare sound financial plans to ensure clients meet their financial goals, utilizing your knowledge of mortgage products and services.
  • Generate new business and build introducer relationships to expand your client base.
  • Build your own client book, with the support of our back-office team.
  • Work in a hybrid environment, with flexibility to manage your workload and client interactions.
Requirements
  • CeMAP Qualified Mortgage Advisor/Mortgage Broker with a minimum of 1 year's experience.
  • Proven track record of success and achievement in mortgage sales and business development.
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
  • Strong business development skills, with the ability to generate new business and expand your client base.
  • Ability to work in a fast-paced environment, with multiple priorities and deadlines.
What We Offer
  • Market-leading contract with excellent OTE and un-capped earnings.
  • Back-office support to help you manage your workload and client interactions.
  • Opportunities for career growth and development, with a clear career path.
  • Flexible working arrangements, with the ability to work from home or in our office.


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