High Net Worth Client Advisor

3 weeks ago


Woking, Surrey, United Kingdom Fintelligent Search Full time

About Our Role

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As a Senior Mortgage Financial Specialist, you will be responsible for advising on mortgage applications, developing strong relationships with clients, and pursuing new customer opportunities. You will also structure commercial transactions exceeding £500,000 and manage and coach junior team members.

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Why Join Us?

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We offer a competitive annual salary of £30,000 - £35,000, full-time, permanent position, and hybrid working. You will also have the opportunity to work with high net worth clients and successful entrepreneurs, and receive cross-referrals to other areas of the group.

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What We Offer

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  • \
  • Competitive salary of £30,000 - £35,000 per year\
  • Full-time, permanent position\
  • Hybrid working\
  • Opportunity to work with high net worth clients and successful entrepreneurs\
  • Cross-referrals to other areas of the group\
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Our Ideal Candidate

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We are looking for a talented individual with CeMAP Level 3 qualification or equivalent experience, at least three years of experience in financial institutions, and strong understanding of FCA and MCOB regulations. You should also have excellent interpersonal and communication skills, ability to analyse loan applications and supporting documents, great emotional intelligence and relationship-building skills, and strong numerical skills for loan calculations and repayments.



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