
Financial Solutions Specialist
2 weeks ago
Mortgage Advisor Role
This role involves providing mortgage advice to clients and finding the best loan solutions for them financially.
- Manage client paperwork, such as bank statements and lender applications.
- Develop relationships with lenders to find suitable loans for clients.
- Negotiate with banks and direct lenders to secure the best loan options.
- Assess client financial circumstances, credit history, and affordability to find ideal matches.
- Ensure activities comply with banking and financial regulations.
Requirements
- Hold a QFA designation or be working towards it.
- Have at least 1 year of experience in providing mortgage advice and dealing with customers.
- Broker experience is advantageous.
- Possess strong communication and interpersonal skills.
- Be able to work independently and as part of a team.
- Display a good work ethic and confident approach to daily duties.
- Have strong knowledge of mortgages and market-leading products.
- Be target-driven with an excellent track record.
Benefits
- We offer a defined contribution pension scheme (up to 5% company contribution).
- Enjoy remote working - up to two days WFH per week.
- Take 22 days annual leave.
- Receive tax-free vouchers.
- Participate in quarterly staff events.
- Enjoy fresh fruit every Tuesday.
- Get pizza every second Wednesday.
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