Mortgage Advisor

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Mortgage Advisor

Penwortham

Post Date, 18/11/2024

Salary: 25000-35000 per annum

Permanent

Mortgage Advisor required by leading financial services company, with ambitious and exciting plans to enhance its operation and distribution channels. The role will provide an efficient and professional mortgage advice service to the company’s clients, customers and intermediaries through compliant regulated meetings.

As a Mortgage Adviser you will benefit from a great team and hybrid working environment, an excellent salary to c£35K+ and arange of benefits including a 35 hour week, healthcare, excellent pension scheme, free onsite parking and 25 days holidays (rising with service) + 8 bank holidays plus other benefits.

Mortgage Advisor - Key skills and experience: -

  • CeMap qualified or industry equivalent.
  • 5 GCSE at Grade C or above including Maths and English or equivalent.
  • Excellent communication skills both written and verbal.
  • Experience of Microsoft packages including Word & Excel.
  • Ability to independently manage multiple tasks
  • Strong attention to detail

Mortgage Advisor - key responsibilities

  • Provide accurate mortgage advice to prospective mortgage customers face-to-face and/or over the telephone.
  • To support the delivery of the company’s mortgage retention strategy, through proactive contact of customers in advance of their current scheme ending.
  • Process mortgage applications on the company software system and complete all procedural administrative documentation efficiently
  • Maintain accurate records and notes throughout all stages of the mortgage application.
  • To approve mortgage applications within specified limits in accordance with the company’s lending policy.
  • To consider mortgage applications outside standard lending policy where a justifiable business reason exists.

This is an excellent opportunity to join a professional working environment with exciting career development opportunities. The role will provide the incumbent the chance to develop their skills and experience. In return you will enjoy an attractive salary of c £35k and a range of benefits including a 35-hour week, healthcare, pension, and free onsite parking.

Our client welcomes applications from a diverse background and encourages equality and inclusion in their workforce.

Forward your CV to Steve Hallworth and we will be back in touch to discuss the role and client further.

Job Responsibility
Contract Details
  • Contract Type: Permanent
  • Salary Type: per annum
  • Total Applications: 4
  • Last Date: 06/01/2025
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