Mortgage Finance Specialist
1 day ago
We are seeking a skilled Mortgage Finance Specialist to join our team at Quilter Financial Planning. As a Residential Mortgage Consultant, you will work closely with our established Estate Agency team to help customers purchase their dream home while taking care of all their mortgage and protection needs.
In this role, you will be responsible for building relationships with the Estate Agency team through training and support, providing comprehensive mortgage advice to a diverse range of clients, and assessing clients' financial circumstances to determine suitable mortgage products.
Key Responsibilities:
- Building Relationships: Collaborate with the Estate Agency team to deliver exceptional customer service and build long-term client relationships.
- Mortgage Advice: Provide personalized mortgage advice to clients, including guidance on protection products related to the mortgage process, such as life insurance and home insurance.
- Liaising with Stakeholders: Communicate effectively with lenders, estate agents, and solicitors to ensure smooth transactions.
- Client Onboarding: Prepare and submit detailed mortgage applications on behalf of clients.
- Regulatory Compliance: Ensure compliance with all relevant regulations and laws.
Requirements:
- CeMAP Qualification: Possess a CeMAP qualification or equivalent experience in mortgage advisory services.
- Proven Experience: Demonstrate proven experience as a Mortgage Advisor, preferably within an estate agency setting, with a strong track record in generating new sales and following through to completions.
- Strong Understanding: Display a solid understanding of the mortgage market and financial regulations.
- Excellent Communication Skills: Possess excellent communication and interpersonal skills to interact with clients and stakeholders.
What We Offer:
- Competitive Salary: Receive a competitive basic salary with a realistic year one OTE of £50,000.
- Lucrative Earning Potential: Enjoy lucrative earning potential and uncapped commission.
- Ongoing Training: Benefit from ongoing training and development opportunities to enhance your skills and knowledge.
- Sustainable Work-Life Balance: Enjoy a flexible working pattern, allowing you to maintain a healthy balance between work and personal life.
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