Senior Mortgage Advisor

4 weeks ago


Haywards Heath, West Sussex, United Kingdom Cubitt & West Full time

We are committed to helping our customers achieve their homeownership goals by providing expert mortgage advice and guidance. Our team of experienced Mortgage Advisors work closely with clients to understand their individual circumstances and needs, and provide tailored solutions to meet their financial goals.

The Role

  • Meet with clients to assess their financial situation and provide personalized mortgage advice
  • Source and recommend the best mortgage products from a range of lenders
  • Sell associated insurance products to clients, such as life insurance and critical illness cover
  • Meet and exceed sales targets, while maintaining a high level of customer satisfaction
  • Work closely with the residential estate agency team to ensure all business opportunities are maximized
  • Provide coaching and support to colleagues to maintain a high referral rate
  • Liaise with lenders to confirm product conditions are relevant for clients
  • Ensure all documentation is compliant, correct and properly witnessed and signed in line with FCA guidelines

The Ideal Candidate

  • Must be driven and motivated by success, results and reward
  • CEMAP 1 (minimum) qualified or equivalent, or Competency Advisor Status (CAS)
  • At least 1 year's mortgage advisory experience
  • A great work ethic and ability to keep up with the challenges of the role
  • Smart, articulate and well-presented
  • Ambitious and self-motivated, with the ability to work in a pressurized environment
  • Full driving license
  • Excellent communication and interpersonal skills

What We Offer

  • A competitive salary package, with uncapped earnings potential
  • A company car or car allowance, with the opportunity to work towards a prestigious vehicle
  • Top Achievers trips and outings
  • 33 days paid holiday, increasing with service, plus an additional day off for your birthday and holiday commission
  • The ability to offer clients products from the whole of the mortgage market
  • A company that values customers and colleagues alike, with a strong commitment to customer satisfaction and colleague development

About Us

Cubitt & West is a leading residential estate agency, with a strong reputation for providing expert advice and guidance to our clients. We are committed to helping our customers achieve their homeownership goals, and are looking for talented Mortgage Advisors to join our team.



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