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* More own client business by operating within a better supported compliance, operational, administrative, teamwork environment.
* Create new client business converting leads generated through the company websites.
* Grow mortgage expertise and competence in all areas of mortgage business.
* Conduct in-depth consultations to understand clients' needs, financial goals, and risk tolerance.
* Provide clear and impartial advice.
* Build strong relationships with clients, earning their trust and confidence throughout the entire process.
* Research and analyse market trends to identify the most suitable equity release or other more appropriate solutions for individual clients.
* Prepare comprehensive fact finds and liaise with lenders to secure optimal loan terms.
* Maintain meticulous records and ensure compliance with all regulatory requirements.
Who You Are:
* An experienced mortgage broker with a background in equity release specialism.
* Passionate about the financial wellbeing of others and committed to providing ethical and transparent advice.
* Effective at sales and converting business opportunities.
* Excellent communication and interpersonal skills, with the ability to build rapport with clients from diverse backgrounds.
* Strong analytical and problem-solving skills, with a keen eye for detail.
* Proven ability to work independently and meet deadlines in a fast-paced environment.
* A confident and persuasive communicator with the ability to explain complex financial concepts in a clear and concise manner.
* A UK driving licence holder with their own vehicle.
We Offer:
* Uncapped commission potential based on performance.
* Offices to work from and to hold meetings with clients.
* A collaborative, teamworking environment with opportunities to benefit from operational and administrative support.
* Strong relationships with lenders, effective sourcing and criteria research platforms.
Job Types: Full-time, Part-time, Freelance
Pay: £50,000.00-£100,000.00 per year
Additional pay:
* Commission pay
* Work from home
Schedule:
* Monday to Friday
* Weekend availability
Ability to commute/relocate:
* England: reliably commute or plan to relocate before starting work (required)
Experience:
* Mortgage: 5 years (required)
Licence/Certification:
* CeMap, CeRER (required)
* United Kingdom (required)
Work Location: In person or remote
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Finance and Sales
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