Mortgage Expert Wanted for Financial Services Firm in Colchester

2 days ago


Colchester, Essex, United Kingdom Deverell Smith Recruitment Ltd Full time

We are seeking an accomplished Mortgage Advisor to join a prestigious financial firm in Colchester. This role offers the perfect opportunity for a motivated individual to enhance their career within a respected financial services firm. We are looking for a driven professional who thrives on delivering exceptional advice, navigating complex cases, and building trusted relationships with clients.

Key Responsibilities
  • Engage with clients to assess their mortgage needs and provide expert, tailored advice on a wide range of mortgage products and solutions.
  • Oversee the end-to-end mortgage application process, ensuring accurate documentation and timely follow-up to drive successful completions.
  • Stay informed about mortgage market trends, lender policies, and regulatory changes to provide clients with up-to-date, insightful guidance.
  • Foster strong relationships with clients, lenders, and internal stakeholders to enhance service delivery and client satisfaction.
  • Maintain strict adherence to industry regulations and company policies, ensuring that all recommendations and services meet compliance standards.
  • Achieve individual and team sales targets through proactive client engagement and strategic planning.
  • Have a deep understanding of residential and buy-to-let mortgages, as well as broader financial products.
  • Be meticulous in documentation and data entry, ensuring accuracy and compliance at all times.
  • Be comfortable using industry-specific CRM systems and digital tools for streamlined client management.
Benefits Package
  • A competitive salary of approximately £30,000 - £50,000 per annum, reflecting your expertise and performance.
  • Opportunities for continuous professional development, including advanced training programs and certifications.


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