Mortgage Broker Specialist
2 days ago
Our award-winning mortgage broker, based in West Sussex, is expanding and seeking a skilled Mortgage Broker to join their team.
Key Responsibilities:
- Conduct thorough fact-finds to determine the most suitable product solution for clients.
- Sell a fee-based service to clients where applicable, prior to scheduling appointments.
- Obtain necessary supporting documentation, including ID, proof of address, pay, and account information.
- Create files on the company's CRM system.
- E nsure all compliance requirements are met accurately and efficiently.
- Research the mortgage market to identify the most suitable lender(s).
- Discuss options with clients and agree on the best course of action.
- Recommend insurance protection and source it from available providers.
- Arrange for relevant applications to be completed, referring to other advisers for sign-off if necessary.
This will be a fast-paced role requiring quick lead follow-up, efficient progression, and consistent delivery of a positive customer experience.
Additional Key Tasks:
- Diarize follow-up contact for leads seeking help in the future.
- Contact diary leads in a timely manner to progress or re-diarize as needed.
- Establish courteous relationships with all clients.
- Build strong professional connections.
- Act as a strong advocate for the company and set an example for colleagues.
- You will benefit from full administrative support; however, occasional administrative tasks may be required.
Job Details
Job Title: Mortgage Advisor
Company: CV-Library
Location: Worthing, West Sussex
Salary Range: £25,000 - £30,000 per annum
Contract Type: Permanent
Working Hours: Full Time
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