Mortgage Financial Expert
1 day ago
Job Title: Mortgage Financial Expert
About the Role:
We are seeking a skilled Mortgage Financial Expert to join our team at Quilter Financial Planning. As a key member of our Estate Agency team, you will work closely with us to help customers purchase their dream home while taking care of all their mortgage and protection needs.
Key Responsibilities:
- Provide comprehensive mortgage advice to a diverse range of clients.
- Assess clients' financial circumstances to determine suitable mortgage products.
- Maintain up-to-date knowledge of the mortgage market and related financial products.
- Liaise with lenders, estate agents, and solicitors to ensure smooth transactions.
- Prepare and submit detailed mortgage applications on behalf of clients.
- Offer guidance on protection products related to the mortgage process, such as life insurance and home insurance.
- Ensure compliance with all relevant regulations and laws.
Requirements:
- CeMAP qualification
- Proven experience as a Mortgage Advisor, preferably within an estate agency setting & a strong track record in generating new sales and following through to completions.
- Strong understanding of the mortgage market and financial regulations.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- High level of numeracy and attention to detail.
- Commitment to continuous professional development.
- A resilient, positive, and friendly attitude.
- Motivated to be successful.
- Able to work under pressure and build strong alliances.
Salary:
We offer a competitive basic salary with a realistic year one OTE of £50,000. Additionally, we provide lucrative earning potential and uncapped commission opportunities.
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