Location: Horsham and Southwater
Salary: £25-30,000 FTE (based on experience) with the potential to earn £60-£70,000 FTE including commission
Job Reference Number: ABM210825
Hours: Permanent, Full-time or Part-time
Salary & Benefits
£25-30,000 FTE (based on experience) with the potential to earn £60-£70,000 FTE including commission
Individual commission structure
Private health care (based on eligibility)
Pension scheme
24 days holiday (plus a day off for your birthday)
Person specification
About Mortgages have an exciting opportunity for a customer focused mortgage and protection adviser. They are on the hunt for an organised and enthusiastic team player who can support their growing business by working on leads from their sister company, a local, prominent estate agency, and by servicing their remortgage portfolio. This person needs to have an excellent eye for detail, the ability to work under pressure and be focussed on providing exceptional service.
At least three years’ experience of working as a mortgage adviser, or within a financial advisory environment, is essential and an ability to build relationships and close sales. Ideally, they will have a good conversion rate on their financial protection.
Key Responsibilities
- Conduct in-depth consultations to understand client’s financial needs, goals and risk tolerance
Identify and recommend suitable mortgage and protection products from across the whole market - Close provided leads effectively
- Build strong relationships with clients to ensure repeat business and referrals
- Maintain pipeline activity
- Network within the local community to generate leads
- Communicate with clients throughout the mortgage process
- Liaise with lenders on mortgage application updates
- Update and input data into the client software system
- Ensure work is compliant and meets regulatory requirements
- Maintain professional standards through ongoing CPD and keeping up to date with market changes and regulation
Essential skills and attributes
- Must have CeMAP qualification or equivalent with FCA Competent Advisor Status (CAS)
- At least 3 years mortgage industry experience
- Professional and presentable with strong verbal and communication skills
- Strong analytical and excellent attention to detail
- Able to work independently
- Strong organisational abilities, attention to detail and administration skills to manage multiple cases and meet deadlines
- Proficiency with mortgage sourcing tools and CRM platforms
- Excellent collaborator with the ability to work autonomously
On offer
- Uncapped commission
- Genuine lead support and dedicated administration to handle paperwork
- Ongoing training and structured career progression
- Supportive and collaborative environment
About Mortgages (and its sister company At Home Estates) are known locally for their community support and ethical ethos. They have a family friendly approach and invest in staff development and wellbeing, and this is why we are regularly recognised and recommended on social media or to friends and family.
