My Shortlist

Your shortlisted jobs will appear here. To view your shortlist: Login Or Register

More Jobs Like This
Date Added: Sat 17/10/2020

Mortgage Adviser

Dorking, UK
Add To Shortlist Apply Now


Job Type: Permanent, FullTime

Salary: 30000 - 50000 - see job spec

Are you an experienced mortgage adviser seeking your next challenge in the industry? Would you like to take over an existing book of business and grow a portfolio passing investment leads to our IFA? We have a fantastic opportunity to become part of our respected, friendly, approachable and established financial planning firm where we put our clients at the very heart of everything we do.
We offer a comprehensive range of practical financial planning solutions to individuals, families and businesses in London and the South East.
This is a key role in our company and offers the chance to make something your own.
We are promoting our existing mortgage adviser into a financial planner role, and this has created an opportunity for someone to step into his shoes.
As the sole mortgage adviser within our firm, you will be responsible for advising our clients about their mortgage options and seeing the cases through from inception to completion.
The role will involve researching a client's mortgage and protection options, advising accordingly and liaising between them, the lender and other interested parties.
The job is results-driven with administration support provided, which will allow you to focus on what you do best and earn an excellent level of remuneration.
We are looking for someone who has at least three years of mortgage advising experience and shares our deep commitment to client service.
You will be a naturally confident communicator, driven and self-motivated and able to demonstrate authority and professionalism and the desire to continue your journey in the mortgage industry.
You will be able to share your knowledge of the mortgage market with our clients whilst at the same time be calm, reassuring and able to guide them through the entire process.
As the sole mortgage adviser at our company, you will be the go-to expert in this area.
Essential Skills Possess a minimum of three years' mortgage advising experience.
Exceptional applicants with less than three years could be considered if you possess the gravitas required to take on this senior role.
CeMAP/CII (or equivalent) qualified.
A proactive approach, able to take ownership of your work and meet tight deadlines.
Methodical, analytical and precise problem solver.
Able and willing to work with IT, including specialist industry software.
Have a good understanding of regulation and how it applies to the role.
Be client focussed, calm and empathetic and be a capable and reassuring contact for mortgage clients.
Key words: Mortgage consultant, mortgage broker, property, mortgage lending, mortgage finance, adviser, advisory.
About Company Estate Financial Planning Ltd was established in 2012 by Clive Jaques, and our small team has many years financial planning experience.
Based in the Surrey Hills, we work for individuals, families and businesses in London and the South East.
Building long-term relationships with our clients we are proud to understand their individual needs so we can tailor plans to suit their requirements.
Empowering our clients to live the lives they aspire to.
We are using a third-party recruitment advertising firm to assist us with this vacancy so please apply through the advert rather than to us directly.
Please no agencies.
Apply Now