High Net Worth Mortgage Specialist

4 days ago


Woking, Surrey, United Kingdom Fintelligent Search Full time £30,000 - £35,000
Job Summary
Fintelligent Search is seeking a highly experienced Senior Mortgage Adviser to join our innovative financial services team in Surrey. As a key player, you will be responsible for providing comprehensive financial services to high net worth clients, LTD company Directors, and property entrepreneurs. This role offers a competitive salary of £35,000 per year, along with opportunities for career growth and professional development.

Key Responsibilities:
  • Advise on mortgage applications and develop relationships with clients.
  • Pursue new customer opportunities and originate deals.
  • Manage client relationships and ensure strong compliance with every transaction.
  • Grow new introducers and professional parties.
  • Structure commercial transactions exceeding £500,000.
  • Assist senior leadership in strategic growth of the mortgage team.

Requirements:
  • CeMAP Level 3 qualification or equivalent experience.
  • At least three years of experience in financial institutions.
  • Experience advising on mortgages over £1m.
  • Strong understanding of FCA and MCOB regulations.
  • Excellent interpersonal and communication skills.
  • Ability to analyse loan applications and supporting documents.

Benefits:
  • Annual salary of £30,000 - £35,000.
  • Full-time, permanent position.
  • Hybrid working arrangement.
  • Opportunity to work with high net worth clients and successful entrepreneurs.
  • Direct line management for junior members.
  • Cross-referrals to other areas of the group.


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