- Mortgage Marketing skills and experience
- Finance and Financial Planning knowledge
- CeMap qualification. CAS status.
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Minimum 2 years+ of experience in the mortgage industry is a MUST.
- Bachelor's degree in Finance, Accounting, Business, or a related field is preferred.
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Mortgage Adviser - Coventry, United Kingdom - Edge Chartered Certified Accountants , Mortgages & Legal Advisers
3 weeks ago
Description
Company Description
Edge Chartered Certified Accountants, Mortgages & Legal Advisers is a West Midlands-based firm that provides property accountancy, taxation, business advisory, and support services to small and medium-sized businesses. The firm offers business and tax planning advice, mortgage, and legal services as well. Our goal is to provide excellent services that keep our clients' financial well-being at the forefront.
Role Description
This is a full-time on-site role as a Mortgage Advisor located in Coventry. The Mortgage Advisor will provide mortgage advice, assess client financial requirements, prepare reports, and ensure compliance with industry regulations. The Mortgage Advisor will also build relationships with clients, actively promote mortgage services, and maintain a strong knowledge of the mortgage market.
Qualifications
A candidate with proven experience in financial analysis, mortgage advisory, and a CeMap qualification is a must. Experience using industry-specific software and knowledge of current industry regulations can also be beneficial.
The salary range is £30k - £35k based on experience with OTE up to 20% of salary.