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Mortgage Advisor

2 months ago

Portsmouth, Portsmouth, United Kingdom AMR - Specialist Property Recruiters Full time
Job Title: Mortgage Advisor

We are seeking an experienced Mortgage Advisor to join our team at AMR - Specialist Property Recruiters. As a Mortgage Advisor, you will be responsible for meeting with clients to assess their individual circumstances and needs, seeking out the best financial and mortgage solutions from the whole mortgage market, and selling associated insurance products.

Key Responsibilities:
  • Meet with clients to assess their individual circumstances and needs
  • Seek out the best financial and mortgage solutions from the whole mortgage market
  • Sell associated insurance products
  • Work closely with the residential estate agency team to ensure all business opportunities are maximised
  • Provide coaching and support to colleagues to maintain a good referral rate
  • Proactively contact an existing client database as a source for new business
  • Liaise with lenders to confirm product conditions are relevant for our customers
  • Ensure all documentation is compliant, correct, and properly witnessed and signed in line with FCA guidelines
Requirements:
  • CEMAP 1 (minimum) Qualified or equivalent or Competency Advisor Status (CAS)
  • At least 1 year's mortgage advisory experience
  • Smart, articulate, and well-presented
  • Ambitious and self-motivated with the ability to work in a pressurised environment
  • Natural ability to work with customers with courtesy, honesty, trust, and respect
  • Solid customer relationship building
  • Full driving license
Benefits:
  • 33 days paid holiday (increasing with service)
  • Additional day off for your birthday
  • Holiday commission
  • Pension & Life Insurance
  • Company rewards and incentives
  • Structured career path

Please note that the working pattern is Monday to Friday in the office, 5 days per week, including 2 Saturdays per month. For further details on this great opportunity, please get in contact with Merita Jackman at AMR.