- Conduct thorough assessments of clients' financial situations to determine the most suitable mortgage options.
- Provide expert advice on various mortgage products, interest rates, and repayment options.
- Guide clients through the entire mortgage application process, from initial consultation to closing.
- Liaise with lenders, solicitors, and other relevant parties to ensure smooth and timely mortgage approvals.
- Stay up-to-date on industry regulations, market trends, and mortgage products to provide clients with the most relevant and accurate information.
- Build and maintain strong relationships with clients to foster long-term partnerships and referrals.
- CeMap qualified or Equivalent with CAS status and at least 12 months experience.
- Proven track record of success in mortgage advising, with a strong understanding of mortgage products and regulations.
- Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
- Detail-oriented with strong analytical skills and the ability to assess complex financial situations.
- Self-motivated with a proactive approach to problem-solving and client service.
- Ability to work independently as well as part of a team in a fast-paced environment.
- Company pension
- Free parking
- Bonus scheme
- Performance bonus
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Mortgage & Protection Advisor (Permanent) - Chorley, Lancashire, United Kingdom - Uniting People
Description
We are a rapidly growing company and are looking for someone who is self-motivated, with a desire to work hard and help expand our client base.
We are committed to sourcing and securing mortgage and insurance deals for our clients. We work in partnership with an appointed representative network, using an online platform which supports with client document management.
This is a great opportunity for the right person. You will have at least one years' advising experience and be CeMAP qualified or hold a Cert II qualification or equivalent.
Core Duties:
Salary: £23, with OTE of up to £50,000 + in the first year
Benefits:
* Mortgage advising: 2 years (preferred)