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Date Added: Wed 03/12/2025

Mortgage Advisor

Solihull, B91, UK
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Company: 2MRW GROUP

Job Type: Permanent, Full Time

Salary: £43000 - £45000/annum

In this exciting role, you'll provide expert guidance on Buy to Let (BTL) finance, ensuring our customers receive the best financial solutions tailored to their needs. You'll also play a key role in promoting Islamic Bridge Finance, expanding our product offerings.

Key Accountabilities

* To oversee both Regulated (Home Purchase Plan) and Non-Regulated (Buy to Let) home finance applications to completion, adhering to SLAs.

* Provide tailored product, term, and payment recommendations based on customer needs and circumstances.

* Ensuring all finance applications adhere to policy and criteria.

* Deliver high-quality, compliant customer service.

* Conduct extensive due diligence on applications and assess risk.

* Achieve individual targets and contribute to the overall performance of the business, minimising risk.

* Continuously develop market and regulatory knowledge.

* Deliver continuous management information (MI), monitoring lead sources and their results.

* Generate leads and track potential customers to achieve new business goals.

* Achieve and maintain competence through continued professional development requirements.

* Comply with the principles of Conduct Risk, Treating Customers Fairly, and Consumer Duty regulations

Essential Skills and Experience:

* Previous experience in home Finance, mortgage lending, or related fields.

* Experience in advising clients on home purchase plans (HPP) or similar financial products.

* Proficient in computer use with the ability to navigate common IT systems.

* Strong organisational and time management abilities with the capacity to prioritise tasks.

* Understanding of the UK mortgage and Islamic finance market.

* Knowledge of regulatory requirements and industry best practices related to home finance and mortgage lending.

* Commitment to upholding ethical standards and promoting sharia-compliant financial solutions.

* A collaborative team player with strong relationship building skills who is motivated, proactive and highly engaged.

* CeMap or equivalent
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