
Expert Mortgage Guidance Specialist
2 days ago
Are you a driven professional looking to make a real impact in the world of finance? As a Mortgage Advisor, you will be at the forefront of guiding clients through their mortgage journey, helping them achieve their goals and secure their financial futures.
In this role, you will work closely with clients to understand their unique financial situations and mortgage needs. You will conduct comprehensive assessments to identify their requirements, develop tailored mortgage plans, and provide expert advice on the various mortgage products and services available.
This is an excellent opportunity for someone who is passionate about delivering exceptional client experiences and making a meaningful difference in people's lives. If you are a highly motivated individual with a strong understanding of mortgage criteria, products, and services, we want to hear from you
About the Role:
- Conduct thorough client consultations to understand their mortgage goals and objectives.
- Develop customised mortgage plans that meet clients' individual needs and priorities.
- Provide expert advice on mortgage products and services, including rates, terms, and features.
- Work collaboratively with clients to ensure they have a clear understanding of their mortgage options and can make informed decisions.
- Stay up-to-date with changes in the mortgage industry, including regulations and market trends, to provide clients with the most accurate and relevant advice.
Requirements:
- A qualified Financial Advisor (QFA) qualification is mandatory.
- Previous experience in a client-facing mortgage advisory role is required.
- Strong knowledge of mortgage criteria, products, and services.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
- Proven ability to work in a target-based environment.
Benefits:
- Competitive salary commensurate with experience.
- Performance-based incentives and bonuses.
- Comprehensive benefits package, including life insurance, income protection, health insurance contribution, and pension funded by the company.
- Opportunities for professional development and advancement within the organisation.
Skill requirements include sales target driven mortgage advice, QFA, mortgage manager, and benefits such as pension and half day Friday.
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