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Mortgage Consultant

  • Location:

    Camberley, Surrey

  • Sector:


  • Job type:


  • Salary:

    £25000 - £40000 per annum + Commission

  • Contact:

    Woking Branch

  • Contact email:

  • Job ref:


  • Published:

    6 months ago

  • Expiry date:


  • Startdate:


Job Description

An exciting opportunity for a Mortgage consultant has become available working for an award winning well-established industry leader who have been arranging mortgages since 2006. As a large, national brokerage they benefit from close relationships with many lenders, both mainstream and niche. This is a fantastic opportunity for someone fully CEMAP qualified, motivated and looking to develop their career.

Duties and Responsibilities:

  • Contacting clients and setting up appointments.
  • Gaining 'know your client' information.
  • Conducting in-depth reviews of clients' financial circumstances, current provision and future aims with regard to their mortgage requirements.
  • Analysing information and preparing plans best suited to individual clients' requirements.
  • Researching information from various sources, including providers of mortgage/relevant financial products, including sourcing mortgage products using 27tech.
  • Advising clients on the home/property buying process
  • Designing financial strategies best suited to client's needs.
  • Explaining about different types of mortgage.
  • Providing clients with information on new and existing products and services.
  • Issue suitability reports (regulated business only).
  • Provide clients with recommendations.
  • Assisting clients to make informed decisions.
  • Helping the customer complete the mortgage application.
  • Selling appropriate related financial products such as buildings insurance.
  • Liaising with mortgage/financial service providers.
  • Liaising with other professionals, such as estate agents, solicitors and valuers.
  • Meeting sales targets.
  • Follow up application process with the lenders through to completion.
  • Keeping up to date with new mortgage products and any changes in the law.
  • Maintaining detailed records to comply with the regulations of the Financial Conduct Authority (FCA).
  • Contacting clients with news of new mortgage products/financial products or changes to legislation regarding their mortgage/financial product.

Immediate start - salary depending on experience, plus excellent benefits, please apply today or call Lisa on 07841 007173.


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