Financial Services Expert

1 day ago


Bromsgrove, Worcestershire, United Kingdom Additional Resources Full time

A highly regarded firm is seeking a skilled Financial Services Expert to provide bespoke mortgage and protection advice to clients.

This full-time role offers an excellent salary, competitive compensation, and ongoing professional development opportunities.

Key Responsibilities:
  • Engage with clients to understand their financial circumstances and goals, offering tailored mortgage solutions.
  • Oversee the entire mortgage application process, ensuring compliance with regulatory standards.
  • Stay informed on mortgage products, market trends, and rates to deliver the best options to clients.
  • Build and maintain relationships with clients, estate agents, lenders, and solicitors for smooth transactions.
  • Maintain accurate documentation and records that align with compliance requirements.
Requirements:
  • Previous experience as a Mortgage Advisor, Mortgage Broker, or similar role in the UK.
  • Minimum 2 years' experience as a Mortgage Advisor within the UK.
  • Strong understanding of FCA regulations and mortgage products in the UK market.
  • CeMAP (Certificate in Mortgage Advice and Practice) or equivalent qualification.
  • Proven track record of meeting sales targets and delivering exceptional customer service.
What's On Offer:
  • Competitive salary (£60,000 - £80,000 per annum)
  • An attractive commission structure.
  • Access to a wide range of exclusive mortgage products.
  • Ongoing professional development and training opportunities.
  • A collaborative and supportive team environment.

This is an exciting opportunity for a skilled professional to advance your career in the financial services industry.



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