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Mortgage Finance Specialist

2 months ago

Gloucester, Gloucestershire, United Kingdom Wemention. Full time

Job Summary:

We are seeking a skilled Mortgage Advisor to join our client's team in Gloucestershire. As a Mortgage Advisor, you will be responsible for advising clients on mortgage and protection products, managing assessments, and providing updates throughout the closure process.

Key Responsibilities:

  • Client Advising: Meet with clients to discuss mortgage and protection options, providing clear and concise advice to ensure the best possible outcomes.
  • Assessment Management: Manage assessments to uphold the highest standards of ethics, providing impartial and appropriate financial advice to clients.
  • Mortgage Application: Complete mortgage applications, monitor progress, and provide updates to clients throughout the closure process.
  • Product Knowledge: Stay up-to-date on new mortgage products and changes in regulation/legislation, ensuring you provide the most accurate and relevant advice to clients.
  • Confidentiality and Compliance: Uphold the highest level of confidentiality and follow strict industry rules and guidelines to ensure you provide impartial and appropriate financial advice.

Requirements:

  • Experience: 2 years of experience as a Mortgage Advisor.
  • Qualifications: CeMAP or equivalent is essential.
  • Skills: Excellent ability to explain complex information clearly, strong communication skills, and astute financial awareness.