Senior Mortgage Consultant

3 days ago


Colchester, Essex, United Kingdom Deverell Smith Recruitment Ltd Full time

Company Overview

We are a leading recruitment agency, Deverell Smith Recruitment Ltd, dedicated to connecting top talent with prestigious financial firms in Colchester. Our mission is to provide exceptional mortgage advice to clients across the region.

Salary and Benefits

The successful candidate can expect a competitive salary of £45,000 - £60,000 per annum, plus an attractive commission structure reflecting their expertise and performance. This role offers opportunities for continuous professional development, including advanced training programs and certifications.

About the Role

We are seeking an accomplished Mortgage Advisor to join our team in Colchester. This role offers the perfect opportunity for a motivated individual to enhance their career within a respected financial services firm. As a Mortgage Advisor, you will engage with clients to assess their mortgage needs and provide expert, tailored advice on a wide range of mortgage products and solutions.

Main Responsibilities

  • Assess client mortgage needs and provide expert advice on various mortgage products and solutions.
  • Oversee the end-to-end mortgage application process, ensuring accurate documentation and timely follow-up to drive successful completions.
  • Stay informed about mortgage market trends, lender policies, and regulatory changes to provide clients with up-to-date guidance.
  • Foster strong relationships with clients, lenders, and internal stakeholders to enhance service delivery and client satisfaction.
  • Maintain strict adherence to industry regulations and company policies, ensuring compliance standards are met.
  • Achieve individual and team sales targets through proactive client engagement and strategic planning.
  • Have a deep understanding of residential and buy-to-let mortgages, as well as broader financial products.
  • Be meticulous in documentation and data entry, ensuring accuracy and compliance at all times.
  • Be comfortable using industry-specific CRM systems and digital tools for streamlined client management.

Requirements and Qualifications

  • Degree in Finance or a related field.
  • Relevant experience in mortgage advisory or a similar field.
  • Strong knowledge of mortgage products and services.
  • Excellent communication and interpersonal skills.
  • Ability to work under pressure and meet deadlines.
  • Proficient in Microsoft Office and CRM systems.

Benefits Package

  • Competitive salary and attractive commission structure.
  • Opportunities for continuous professional development.
  • Collaborative and dynamic work environment.


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