Mortgage Broker Specialist

2 days ago


Worthing, West Sussex, United Kingdom CV-Library Full time
MORTGAGE ADVISOR - HORSHAM

Our award-winning mortgage broker, based in West Sussex, is expanding and seeking a skilled Mortgage Broker to join their team.

Key Responsibilities:

  1. Conduct thorough fact-finds to determine the most suitable product solution for clients.
  2. Sell a fee-based service to clients where applicable, prior to scheduling appointments.
  3. Obtain necessary supporting documentation, including ID, proof of address, pay, and account information.
  4. Create files on the company's CRM system.
  5. E nsure all compliance requirements are met accurately and efficiently.
  6. Research the mortgage market to identify the most suitable lender(s).
  7. Discuss options with clients and agree on the best course of action.
  8. Recommend insurance protection and source it from available providers.
  9. 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:

  1. Diarize follow-up contact for leads seeking help in the future.
  2. Contact diary leads in a timely manner to progress or re-diarize as needed.
  3. Establish courteous relationships with all clients.
  4. Build strong professional connections.
  5. Act as a strong advocate for the company and set an example for colleagues.
  6. 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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