Mortgage Advisor

4 weeks ago

Leeds, Leeds, United Kingdom Age Partnership Full time

About the Role:

We are seeking a highly skilled Mortgage Advisor to join our team at Age Partnership. As a specialist in serving the over 55 demographic, you will be responsible for driving sales through proactive engagement, providing tailored mortgage solutions, and delivering exceptional service supported by industry expertise and advanced systems.

Key Responsibilities:

  • Proactively engage with potential customers to generate leads and convert them into mortgage sales.
  • Effectively manage a pipeline of customers, ensuring timely follow-ups and closure of deals.
  • Conduct thorough consultations with customers to understand their financial goals, preferences, and constraints.
  • Analyse customers' circumstances and recommend suitable mortgage products tailored to suit the needs of the over 55's demographic.
  • Comfortable leveraging advanced mortgage systems and digital tools to streamline processes and broker a mortgage solution for your customer.
  • Provide transparent and clear explanations of mortgage terms, rates, and repayment options to ensure clients make informed decisions.
  • Stay updated on industry trends, regulatory changes, and product developments to maintain a competitive edge and provide informed advice to clients.

About Us:

At Age Partnership, we are committed to delivering world-class customer experiences and continually innovating to make dealing with us both efficient and engaging. We strive to become a household name synonymous with excellence, working collaboratively with partners and suppliers to enable our customers to benefit from the relationship.

Our Values:

  • Customer First: Be respectful, show awareness, and go above and beyond to exceed expectations.
  • Raise the Bar: Embrace change, commit to development, and be proud and lead by example.
  • Do the Right Thing: Be accountable, keep your promises, and be courageous and honest.
  • Win Together: Collaborate and share, appreciate others, and focus on solutions.

The Ideal Candidate:

We are looking for a proactive and results-oriented Mortgage professional with a strong background in mortgage sales or financial advisory roles. You should be highly skilled in both inbound and outbound sales techniques, adept at generating leads, nurturing relationships, and closing deals to meet and exceed sales targets consistently.

Essential Skills and Knowledge:

  • Proven experience working successfully to targets.
  • Current or recent experience of an outbound call environment.
  • Proven experience in outbound sales with the ability to demonstrate achievements against a wide range of competencies.
  • Ability to respond to training quickly and adapt to changes within the industry.
  • Proven experience of sustained performance against compliant practices.
  • Commitment to maintaining the highest ethical standards and compliance with industry regulations.
  • A minimum CeMap or equivalent qualification.

Desirable Skills and Knowledge:

  • Experience of brokering in the first charge market.
  • Strong understanding of mortgage products, regulations, and market dynamics, particularly those relevant to the over 55 demographic.
  • Previous experience in an advised mortgage role.
  • Proficiency in utilising mortgage-related software, CRM systems, and digital tools to enhance sales and client management processes.

Qualifications:

Financial services qualifications, including a Certificate in Mortgage Advice and Practice (CeMAP) or equivalent.

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