Mortgage Broker Specialist

4 weeks ago


Horsham, West Sussex, United Kingdom Halmer Recruit Full time

Mortgage Broker Role

Halmer Recruit is seeking a skilled Mortgage Broker to join our team in Horsham. As a Mortgage Broker, you will be responsible for establishing the best product solutions for clients, selling fee-based services, and ensuring compliance with regulatory requirements.

Key Responsibilities:

  • Complete thorough fact-finds to identify suitable mortgage products.
  • Sell fee-based services to clients, where applicable.
  • Obtain necessary documentation, including ID, proof of address, and financial information.
  • Manage client files on our CRM system.
  • Research the mortgage market to find the most suitable lenders.
  • Discuss options and agree on the best course of action with clients.
  • Recommend insurance protection and source from available providers.
  • Arrange applications and refer to other advisors for sign-off, if necessary.

Requirements:

  • Excellent communication and customer service skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Strong knowledge of mortgage products and regulatory requirements.

About Halmer Recruit:

Halmer Recruit is a leading recruitment agency specializing in finance and mortgage roles. We are committed to providing exceptional service and supporting our clients in finding the best talent.



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