Mortgage Advisor

MORTGAGE ADVISOR - HORSHAM - £25K - £30K

Our multi-award-winning mortgage broker, based in West Sussex is expanding and looking for a professional Mortgage Broker.

Responsibilities include:

• Completing full fact-finds to establish the best product solution.
• Selling a fee for my client's service, where appropriate, prior to booking appointment.
• Obtaining relevant supporting documentation required, including ID, proof of address, pay and account information etc.
• Creating a file on the company’s CRM system.
• Ensuring that all compliance requirements are fully and accurately followed.
• Researching the mortgage market to find the most appropriate lender(s).
• Discussing options and agreeing best way forward with the client.
• Recommending appropriate insurance protection and sourcing from available providers.
• Arranging for the completion of relevant applications, referring to other advisers for sign off (if appropriate).

This will be a busy role and you will need to ensure that leads are quickly contacted, efficiently progressed and that you consistently deliver a positive customer experience.

Other key tasks may include:

• Diarising contact to follow-up leads that are seeking help in the future.
• Robustly contact diary leads in a timely fashion to progress or re-diarise as appropriate.
• Communicate and establish courteous relationships with all clients
• Build strong relationships
• Act as a strong advocate for the company and a role model to colleagues
• You will benefit from full Admin Support, however you may be required to carry out administrative tasks from time to time.