Mortgage Advisor - Hybrid

Mortgage Advisor / Mortgage Broker - Hybrid

Up to £35,000 + Bonuses
Manchester City Centre

2 days office / 3 days from home!

Job Summary for the Mortgage Advisor / Mortgage Broker :

The Mortgage Advisor provides expert guidance to clients on mortgage products, assessing financial circumstances, explaining options, and managing applications. This role involves relationship-building with clients and lenders, staying informed on market trends, and ensuring compliance with financial regulations.

Key Responsibilities for the Mortgage Advisor / Mortgage Broker:

1. Client Consultation - Assess client financials and needs; provide tailored mortgage product recommendations.
2. Application Management - Guide clients through applications, ensuring accuracy and coordinating with lenders.
3. Compliance - Adhere to all relevant regulations and maintain detailed client records.
4. Market Knowledge - Stay updated on mortgage products and market trends; maintain lender relationships.

Required Qualifications for the Mortgage Advisor / Mortgage Broker:

• Education: Bachelor’s degree in Finance, Business, or related field.
• Experience: Minimum of [2-5] years in mortgage advising or financial services.
• Licensing: Relevant certifications as required by regulatory authorities.

Skills for the Mortgage Advisor / Mortgage Broker:

• Strong financial and analytical skills
• Excellent communication and customer service
• Detail-oriented with a problem-solving mindset

Performance Goals for the Mortgage Advisor / Mortgage Broker:

• Achieve targets for consultations and mortgage approvals
• Ensure full regulatory compliance