Job Description
Overview:
We are seeking a self-motivated and experienced Mortgage Advisor to join our client on a self-employed basis. As part of our directly authorised Chartered Financial Planner firm, you will work remotely, providing expert mortgage advice to clients primarily located in Hailsham and surrounding areas, however clients are scattered throughout the South East. This is an excellent opportunity for a dedicated professional who thrives in a dynamic environment and values the flexibility of working from home.
Responsibilities:
- Prospect and qualify leads: Generate leads through various channels, identify potential clients seeking mortgage advice, and assess their needs.
- Mortgage Consultation: Conduct comprehensive consultations with clients to assess their mortgage needs and financial situation accurately.
- Product Research: Utilise your expertise to research and analyse a wide range of mortgage products from various lenders, ensuring that clients are presented with suitable options tailored to their requirements.
- Financial Planning Integration: Collaborate with our client’s team of Chartered Financial Planners to integrate mortgage advice seamlessly into clients’ overall financial plans, providing holistic solutions that align with their long-term goals.
- Client Relationship Management: Build and maintain strong relationships with clients, offering ongoing support and guidance throughout the mortgage application process and beyond.
- Compliance: Adhere to all regulatory requirements and company policies, ensuring that all advice provided is compliant and ethical.
- Stay informed and compliant:Continuously update your knowledge of market trends, product offerings, and regulatory changes.
- Business Development: Proactively seek new business opportunities and referrals, leveraging your network and expertise to expand the client base and contribute to the growth of the firm.
Requirements:
- CeMAP Qualified: Hold a valid CeMAP (Certificate in Mortgage Advice and Practice) qualification or equivalent.
- Experience: Proven experience working as a Mortgage Advisor, preferably within a whole of market environment.
- Knowledge: In-depth knowledge of the mortgage market, products, and regulatory requirements in the UK.
- Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex financial concepts clearly and effectively to clients.
- Self-Motivated: Demonstrated ability to work independently, manage time effectively, and prioritize tasks to meet deadlines.
- Technology Proficiency: Comfortable using technology and software for remote communication, client management, and administrative tasks.
- Ethical Standards: Strong ethical standards and a commitment to always acting in the best interests of clients.
Benefits:
- Flexibility: Enjoy the flexibility of working from home and managing your own schedule.
- Supportive Environment: Access to support and resources from our team of Chartered Financial Planners and administrative staff.
- Access to whole-of-market mortgages: Offer your clients a wide range of options to meet their needs.
- Competitive Commission Structure: Benefit from a competitive commission structure, rewarding your hard work and dedication.
- Professional Development: Opportunities for ongoing professional development and training to enhance your skills and knowledge.
If you are a driven and experienced mortgage advisor looking to build a successful career on your own terms, we encourage you to apply!
Contact:
Bryn McMillan
Managing Director Bryn McMillan Consulting
Phone: 07779523541
Email: bm@brynmcmillanconsulting.co.uk
Register https://www.brynmcmillanconsulting.co.uk/alphabatic-listing/register/