Mortgage Advisor Specialist

1 week ago


Corsham, Wiltshire, United Kingdom Purely Recruitment Solutions Full time

About the Role

We are seeking a highly skilled Mortgage Advisor to join our team at Purely Recruitment Solutions. As a Mortgage Advisor, you will be responsible for advising clients on the mortgage process and finding them the best deals.

Key Responsibilities:

  • Advise clients on mortgage options and find them the best deals.
  • Take new leads by answering calls and contacting Future Prospect's.
  • Conduct thorough first calls and fact finds with clients.
  • Explain technical jargon and choices in line with FCA regulations.
  • Research market for best products for clients based on their needs.
  • Give advice on most appropriate deals for clients.
  • Perform recommendations (second) calls with clients within 2-4 hours of first call.
  • Request documentation from clients as part of the process.
  • Check documents for accuracy and adherence to ML, FCA, and company processes.
  • Write, complete, and send suitability letters to clients within 24 hours of application submission.
  • Actively chase all clients through to application.
  • Submit mortgage applications in timely fashion.

Requirements:

  • CeMap level 3 qualification.
  • CAS qualification within 12 months of start date.

Estimated Salary: £40,000 - £60,000 per annum, depending on experience.



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