Mortgage Adviser - CareerStone : Job Details

£33 - 35k basic salary DOE, £75k OTE

Hybrid role: office-based 3 days a week, home-based 2 days a week.

Other benefits include:

• Company pension
• Employee discount
• Health & well-being programme
• Life insurance
• Private dental insurance
• Private medical insurance
• Referral programme

The company:

Our client is a highly respected Whole of Market brokerage with 25 years experience. Head-quartered in London, they are currently seeking a skilled and experienced Mortgage Adviser to help manage their client base across the South West, ideally based in Bristol or Bath. This is a hybrid opportunity that provides access to a strong and continuously expanding book of business and the opportunity to earn consistently high levels of commission. A truly unique opportunity to join a market leader within the high value mortgage market.

Our client specialises in the HNW / Mass Affluent market and is seeking someone they can trust to manage this calibre of business, converting a substantial number of leads from partner estate agencies. With guaranteed business the earning potential is significant. This position would suit ambitious individuals intent on providing exceptional 5* service to their clients.

Who we’re looking for:

• The ideal candidate will be a proven, fully qualified Mortgage Adviser with some experience in the HNW market.
• You will be ambitious to take your career to the next level by partnering with an established company.
• A strong knowledge of mortgage products and the lending market is essential.
• Along with excellent communication and interpersonal skills.
• You will need to be a self-starter, confident in working independently from home and managing a significant client book.
• You must be passionate about the industry with a commitment to staying on top of the most current market trends.

Responsibilities:

• Consult with existing clients to discuss their mortgage needs and financial goals
• Business Development and handling with new business enquiries
• Provide expert advice and guidance on mortgage options, rates, and terms
• Assist clients in completing mortgage applications and gathering necessary documentation
• Evaluate client creditworthiness and financial information to determine loan eligibility
• Collaborate with lenders and underwriters to ensure timely processing and approval of mortgage applications
• Stay updated on industry regulations and changes in mortgage products and programs
• Build and maintain relationships with real estate agents, builders, and other referral sources
• Provide exceptional customer service throughout the mortgage process
• Commitment to continued professional development

Experience:

• Minimum of 1-2 years of experience as a fully qualified Mortgage Adviser.
• Demonstrable business development skills
• In-depth knowledge of mortgage products, programs, and lending guidelines
• Strong understanding of financial analysis, credit evaluation, and risk assessment
• Excellent communication and interpersonal skills
• Ability to work independently and manage multiple client files simultaneously
• Proficient in mortgage software systems and MS Office Suite

If you are a motivated individual with a passion for helping clients achieve their home ownership dreams, we want to hear from you!

Apply today with a copy of your CV.