Mortgage Expert Wanted for Financial Services Firm in Colchester
2 days ago
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.
- 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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