Mortgage Advisor Specialist
1 week ago
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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