Mortgage Advisor

6 months ago

Leeds, United Kingdom Age Partnership Full time

Package

£28,000 basic (OTE £42,000)

Hours of work

37.5 hours per week.

We are flexible and aim to provide a good work life balance however it is expected that you will work the hours necessary to successfully discharge the duties of the role.

The role

Overview

As a Mortgage Advisor specialising in serving the over 55 demographic, you'll be responsible for driving sales through proactive engagement, providing tailored mortgage solutions, and delivering exceptional service supported by industry expertise and advanced systems.

Your role will be critical in helping clients achieve their financial goals and secure the right mortgage solutions for their retirement years.

Key Outputs

Proactively engage with potential customers (inbound and outbound) to generate leads and convert them into mortgage sales. Effectively manage a pipeline of customers, ensuring timely follow ups and closure of deals. Conduct thorough consultations with customers to understand their financial goals, preferences, and constraints. Analyse customers circumstances and recommend suitable mortgage products tailored to suit the needs of the over 55's demographic. Comfortable leveraging advanced mortgage systems and digital tools to streamline processes and broker a mortgage solution for your customer. Provide transparent and clear explanations of mortgage terms, rates, and repayment options to ensure clients make informed decisions. Stay updated on industry trends, regulatory changes, and product developments to maintain a competitive edge and provide informed advice to clients.

About us

Not your typical financial services firm…

Established in 2004, Age Partnership has held true to its pledge to improve the markets in which we operate for the benefit of customers. We do this by delivering world⁠-⁠class customer experiences, continually innovating and embracing digital technology to make dealing with the company both efficient and engaging.

At Age Partnership we accept nothing other than being the best at what we do, and this objective is reinforced by an environment in which colleagues are encouraged to engage, to learn and to flourish. Significant in⁠-⁠house training and development facilities and empowerment of colleagues are just a couple of components that have helped this culture to thrive.

We strive in becoming a household name that is synonymous with excellence. Added to this we want to work, collaborating with all our partners and suppliers to enable our customers benefit from the relationship. It sounds simple but it needs to be worked on to achieve.

Our Values:

Customer first

Be Respectful – Treat customers and colleagues at all levels with dignity and respect. Show awareness – Be aware of how your actions and behaviours affect customers, colleagues and the business. Go Above & Beyond – Always aim to exceed expectations, giving your very best to every customer and colleague.

Raise the bar

Embrace Change – Treat change as an opportunity to improve, welcoming new ideas and ways of working. Commit to Development – Take responsibility for your personal development and that of the business. Be Proud & Lead By Example – Take pride in yourself and your work, acting as a positive role model for others.

Do the right thing

Be Accountable – Take responsibility for your actions and learn from any mistakes. Keep Your Promises – Do what you say you’ll do, when you say you’ll do it. Be Courageous & Honest – Speak up for what you believe in and welcome the opportunity to give and receive constructive feedback.

Win together

Collaborate & Share – Be generous with your time and ideas, working with and for the wider team. Appreciate others – Recognise the contribution made by every colleague to the success of our business. Focus on Solutions – Show resilience and determination, focusing on the solution not the problem.

The person:

Overview:

A pro⁠-⁠active and results orientated Mortgage professional with a strong background in mortgage sales or financial advisory roles. You are highly skilled in both inbound and outbound sales techniques, adept at generating leads, nurturing relationships, and closing deals to meet and exceed sales targets consistently.

You have a proven track record of success in the mortgage industry, demonstrating exceptional sales performance, customer satisfaction and ability to always adhere to industry regulation and compliance standards.

Skills and knowledge:

Essential

Proven experience working successfully to targets. Current or recent experience of an outbound call environment. Proven experience in outbound sales with the ability to demonstrate achievements against a wide range of competencies. Ability to respond to training quickly and adapt to changes within the industry. Proven experience of sustained performance against compliant practices. Commitment to maintaining the highest ethical standards and compliance with industry regulations. A minimum CeMap or equivalent qualification.

Desirable

Experience of brokering in the first charge market. Strong understanding of mortgage products, regulations, and market dynamics, particularly those relevant to the over 55 demographic. Previous experience in an advised mortgage role. Proficiency in utilising mortgage⁠-⁠related software, CRM systems, and digital tools to enhance sales and client management processes.

Qualifications:

Financial services qualifications

Mandatory

Certificate in Mortgage Advice and Practice (CeMAP) or equivalent

This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.

This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.

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