Mortgage Advisor
Brief Description of Role
Our client, a leading Premier Estate Agency Mortgage Advisor, is looking to recruit an ambitious and self-motivated Mortgage Advisor. The ideal candidate will have 2+ years of experience in a busy Financial Services Brokerage or Retail Banking environment.
Main Duties and Responsibilities
* Achieve mortgage business targets set out for the year
* Efficiently manage mortgage applications from initial point of contact through to funds issue
* Operate within agreed SLA
* Contribute to the growth and development of the mortgage advisory business and brand
* Perform role compliantly, in accordance with company policies and procedures
* Develop and expand professional network of business introducers
* Deliver workplace presentations and education seminars
* Ensure accuracy by placing emphasis on a right-first-time approach
* Prospecting at new housing development launches
Skills and Experience Required
* Third-level qualification or equivalent experience in the financial services industry
* Self-starter with motivation and adaptability; ability to work effectively with others
* Proven track record of achieving and exceeding targets
* Experience managing high-value and complex mortgage applications is ideal
* Positive energy and a can-do attitude
* Strong attention to detail and customer-first mindset
* Willingness to develop and learn
* Problem-solving ability
* Excellent communication, administration, and organisational skills
* Interest in professional progression within the mortgage industry, including undertaking relevant examinations
* Strong technical knowledge of mortgage credit policy and products available in the market
* Professional approach with proficiency in MS Office (Outlook, Word, Excel)
* Appropriate industry qualification
* Experience in a Financial Services brokerage
* Minimum Competency Code (MCC) compliance required
* Knowledge of Anti-Money Laundering requirements and compliance procedures
Minimum or Desired Qualifications Required
* QFA (Qualified Financial Adviser)
* Third-level qualification (desirable)
* Full, clean driver's licence
Additional Information
* Contract Type:
Full-time, Permanent
* Hours:
37.5 hours per week
* Salary & Benefits:
On Application
Desired Skills and Experience
Finance
Sales
Advisory
Buinees Development