Job Overview: We are seeking a skilled Mortgage and Protection Advisor to join our team.
As a Mortgage and Protection Advisor, you will be responsible for assisting clients in securing mortgage loans and Protection along with providing them with expert advice on their financial options. This is an exciting opportunity to work in the financial services industry and help individuals achieve their homeownership goals.
Responsibilities:
1. Meet with clients to assess their financial situation and determine their mortgage needs.
2. Provide personalized guidance and advice on mortgage options, interest rates, and terms.
3. Assist clients in completing mortgage applications and gathering necessary documentation.
4. Evaluate client creditworthiness and financial history to determine loan eligibility.
5. Collaborate with lenders, underwriters, and other professionals to ensure smooth loan processing.
6. Stay updated on industry regulations and changes in mortgage lending practices.
7. Build and maintain relationships with clients to generate referrals and repeat business.
Requirements:
1. Proven experience as a Mortgage Advisor or similar role in the financial services industry.
2. In-depth knowledge of mortgage products, interest rates, and lending guidelines.
3. Strong analytical skills with the ability to assess client financial information.
4. Excellent communication and interpersonal skills to build rapport with clients.
5. Proficient in basic math calculations for loan calculations and analysis.
6. Detail-oriented with strong organizational skills to manage multiple client files simultaneously.
7. Ability to work independently and meet sales targets.
This is a self-employed position with a commission split depending on experience and is reviewable each year.
We are ideally looking for someone who has good knowledge of the industry and sees themselves at a senior level.
This role will be very rewarding in a customer service-focused company looking to grow.
Job Type:
Full-time
Pay:
Up to £80,000.00 per year
Additional pay:
* Commission pay
Benefits:
* Flexitime
* Work from home
Licence/Certification:
* CeMap (required)
Work Location:
Hybrid remote in Southampton
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