Senior Mortgage Finance Specialist

1 month ago


Bromsgrove, Worcestershire, United Kingdom IDEX Consulting Full time
About Our Client

A nationally renowned leader in the Financial Services sector, offering a comprehensive range of services including Financial and Wealth Planning, Mortgages, and Protection.

About the Role

This key position involves providing expert support and guidance to clients regarding their mortgage and protection needs. Utilizing thorough research and analysis, you will identify suitable options and present tailored recommendations based on individual circumstances, affordability, and eligibility.

The primary responsibilities of this role include:

  • Compliance with regulatory standards and maintaining high KPI performance.
  • Liaising with solicitors, estate agents, and clients to ensure seamless transaction processes.
  • Developing strong client and introducer relationships through regular meetings and continuous feedback.
  • Demonstrating proficient IT skills and embracing digital communication tools.
  • Nurturing business development opportunities and creating effective business plans.

We are committed to fostering an inclusive company culture where diversity is valued and everyone feels empowered to bring their authentic selves to work.

Salary: £40,000 - £60,000 per annum

What We Offer

At IDEX Consulting, we prioritize our employees' growth and well-being. As a valued member of our team, you can expect:

  • A dynamic and supportive work environment.
  • Ongoing training and professional development opportunities.
  • A competitive salary and benefits package.
  • A commitment to diversity, equity, and inclusion.


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