Property Wealth Advisor

6 days ago


Crawley, West Sussex, United Kingdom Quilter Financial Planning Full time

Key Responsibilities

  • Provide comprehensive mortgage advice to clients, including assessing their financial circumstances and determining suitable mortgage products.
  • Maintain up-to-date knowledge of the mortgage market and related financial products.
  • Liaise with lenders, estate agents, and solicitors to ensure smooth transactions.
  • Prepare and submit detailed mortgage applications on behalf of clients.
  • Deliver exceptional customer service, building and maintaining long-term client relationships.

Requirements

  • CeMAP qualification
  • Proven experience as a Mortgage Advisor, preferably within an estate agency setting
  • Strong understanding of the mortgage market and financial regulations
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • High level of numeracy and attention to detail
  • Commitment to continuous professional development
  • Resilient, positive, and friendly attitude
  • Motivated to be successful

Salary and Benefits

We offer a competitive basic salary of £45,000 per annum, with a realistic year one OTE of £50,000. In addition, you will receive lucrative earning potential, uncapped commission, and ongoing training and development opportunities.



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