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.