An opportunity has arisen for a Senior Mortgage Adviser to join a reputable estate agency, specialising in residential sales, lettings, land & new home development, and mortgage services.
As a Senior Mortgage Adviser, you will provide expert mortgage and protection advice, guiding clients through the process from initial consultation to successful completion.
This role can be full-time or part-time offering benefits and a salary range of £28,000 - £31,000 and OTE £60,000.
You will be responsible for:
? Delivering professional and personalised mortgage advice via virtual and in-person consultations
? Recommending suitable insurance and protection products
? Managing and developing relationships with existing clients to generate repeat business
? Liaising with a range of lenders to secure competitive offers
? Meeting and exceeding agreed performance targets
? Ensuring all activity complies with FCA regulations and industry best practices
What we are looking for:
? Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
? Have experience in mortgage advisory and writing mortgage business
? CeMAP1 qualification (or equivalent) or current Competent Adviser Status (CAS)
? Demonstrable experience in mortgage advising
? Proven track record of achieving sales targets
? Strong ability to build rapport and maintain client relationships
What's on offer:
? Competitive salary
? Uncapped commission
? Hybrid working option for experienced candidates
? 33 days annual leave (including bank holidays), increasing with service
? Additional day off for your birthday
? Company profit share scheme
? Holiday commission
? Pension, life insurance, and private medical healthcare
? Incentive trips and rewards for top performers
This is an excellent opportunity for a Mortgage Advisor to join a reputable organisation and take your mortgage advisory career to the....Read more...
An opportunity has arisen for a Senior Mortgage Adviser to join a reputable estate agency, specialising in residential sales, lettings, land & new home development, and mortgage services.
As a Senior Mortgage Adviser, you will provide expert mortgage and protection advice, guiding clients through the process from initial consultation to successful completion.
This role can be full-time or part-time offering benefits and a salary range of £28,000 - £31,000 and OTE £60,000.
You will be responsible for:
? Delivering professional and personalised mortgage advice via virtual and in-person consultations
? Recommending suitable insurance and protection products
? Managing and developing relationships with existing clients to generate repeat business
? Liaising with a range of lenders to secure competitive offers
? Meeting and exceeding agreed performance targets
? Ensuring all activity complies with FCA regulations and industry best practices
What we are looking for:
? Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
? Have experience in mortgage advisory and writing mortgage business
? CeMAP1 qualification (or equivalent) or current Competent Adviser Status (CAS)
? Demonstrable experience in mortgage advising
? Proven track record of achieving sales targets
? Strong ability to build rapport and maintain client relationships
What's on offer:
? Competitive salary
? Uncapped commission
? Hybrid working option for experienced candidates
? 33 days annual leave (including bank holidays), increasing with service
? Additional day off for your birthday
? Company profit share scheme
? Holiday commission
? Pension, life insurance, and private medical healthcare
? Incentive trips and rewards for top performers
This is an excellent opportunity for a Mortgage Advisor to join a reputable organisation and take your mortgage advisory career to the....Read more...
An opportunity has arisen for a Senior Mortgage Adviser to join a reputable estate agency, specialising in residential sales, lettings, land & new home development, and mortgage services.
As a Senior Mortgage Adviser, you will provide expert mortgage and protection advice, guiding clients through the process from initial consultation to successful completion.
This role can be full-time or part-time offering benefits and a salary range of £28,000 - £31,000 and OTE £60,000.
You will be responsible for:
* Delivering professional and personalised mortgage advice via virtual and in-person consultations
* Recommending suitable insurance and protection products
* Managing and developing relationships with existing clients to generate repeat business
* Liaising with a range of lenders to secure competitive offers
* Meeting and exceeding agreed performance targets
* Ensuring all activity complies with FCA regulations and industry best practices
What we are looking for:
* Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
* Have experience in mortgage advisory and writing mortgage business
* CeMAP1 qualification (or equivalent) or current Competent Adviser Status (CAS)
* Demonstrable experience in mortgage advising
* Proven track record of achieving sales targets
* Strong ability to build rapport and maintain client relationships
What's on offer:
* Competitive salary
* Uncapped commission
* Hybrid working option for experienced candidates
* 33 days annual leave (including bank holidays), increasing with service
* Additional day off for your birthday
* Company profit share scheme
* Holiday commission
* Pension, life insurance, and private medical healthcare
* Incentive trips and rewards for top performers
This is an excellent opportunity for a Mortgage Advisor to join a reputable organisation and take your mortgage advisory career to the next level.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An opportunity has arisen for a Senior Mortgage Adviser to join a reputable estate agency, specialising in residential sales, lettings, land & new home development, and mortgage services.
As a Senior Mortgage Adviser, you will provide expert mortgage and protection advice, guiding clients through the process from initial consultation to successful completion.
This role can be full-time or part-time offering benefits and a salary range of £28,000 - £31,000 and OTE £60,000.
You will be responsible for:
* Delivering professional and personalised mortgage advice via virtual and in-person consultations
* Recommending suitable insurance and protection products
* Managing and developing relationships with existing clients to generate repeat business
* Liaising with a range of lenders to secure competitive offers
* Meeting and exceeding agreed performance targets
* Ensuring all activity complies with FCA regulations and industry best practices
What we are looking for:
* Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
* Have experience in mortgage advisory and writing mortgage business
* CeMAP1 qualification (or equivalent) or current Competent Adviser Status (CAS)
* Demonstrable experience in mortgage advising
* Proven track record of achieving sales targets
* Strong ability to build rapport and maintain client relationships
What's on offer:
* Competitive salary
* Uncapped commission
* Hybrid working option for experienced candidates
* 33 days annual leave (including bank holidays), increasing with service
* Additional day off for your birthday
* Company profit share scheme
* Holiday commission
* Pension, life insurance, and private medical healthcare
* Incentive trips and rewards for top performers
This is an excellent opportunity for a Mortgage Advisor to join a reputable organisation and take your mortgage advisory career to the next level.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
The key tasks of the Administrator include:
The updating of client records from fact finds and meeting notes
Liaise with product providers, extracting and analysing details of existing pensions and investments to be transferred
Completing new business applications – to include preparation of illustrations and forms
Administering the withdrawal of funds
Completing fund switches/buys
Completing the administration of existing plans
Providing client valuations and review letters
Completing Cashflow Modelling
Completing fund and product research
Administering the risk profiling of clients
Completing suitability report preparation
Liaising with introducers, production of reports and ad hoc tasks to support sister companies within the group
Key Skills:
Previous experience in administration processes would be an advantage
Knowledge of pensions, investments and tax would be an advantage
You will be articulate, a good communicator and have excellent organisational skills
The ability to work within an established team structure
The ability to prioritise your workload
Hold a good attention to detail
Solid numeracy and literacy skills essential
Training Outcome:
Funding for industry exams
Development towards Advisor role
Development towards roles in sister companies (Mortgage and Specialist lending)
Employer Description:Financial Planning – Investment and Pensions adviceWorking Hours :Monday to Friday 9:00 – 17:30 with a 60-minute lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Team working,Articulate,Able to priortise,Numeracy and Literacy skills....Read more...
