Mortgage Adviser

Mortgage Adviser

The City of London

· Are you looking for a challenging new career with career progression?

• Would you like an established mortgage book to grow and develop?
• Do you want the flexibility to work from both office and home?

Excellent remuneration scheme

• £45,000 (OTE £65,000)
• 4 x salary Death in Service
• 1 x salary Critical Illness cover
• Share of proc fee/commission
• Fully remote, home-based working, (so the candidate doesn’t need to live within a regular commuting distance of London. You would be expected to visit the office whenever required.

Truestar Talent are pleased to be working with this major wealth management organisation based in the City of London, who have developed dynamic financial strategies that are aligned to supporting the personal financial aspirations for each of their individual clients. Their clients are at the heart of everything they do and they build long term relationships with them based on trust, open communication and honest advice. They always strive for excellence and value in the service they provide. This organisation fosters a collaborative and mutually supportive working environment, encouraging study towards professional qualifications and personal development for each member of their team.

The Mortgage Broker will take on responsibilities such as:

• Identifying and establishing contact with potential clients
• Dealing with High/Ultra Net-Worth clients
• Gathering and analysing information needed to provide financial advice
• Reviewing existing clients’ circumstances and take appropriate action
• Maintaining performance standards
• Creating and implementing a sales plan to meet and exceed agreed targets

The Mortgage Broker will possess qualities such as:

• Certificate Mortgage, Advice and Practice (CeMAP®) or Mortgage Advice Qualification (MAQ) qualified
• Must have ER1 (equity release qualification)
• 2-3 years mortgage broking experience
• Ability to identify and establish contact with potential clients
• Ability to gather information needed to provide advice
• Up to date mortgage, protection and generic product and taxation knowledge
• Knowledge of product offerings from lenders and providers
• Must be familiar with Mortgage Brain (my client does not use Trigold)
• Knowledge of compliance practices.

My client prides themselves on delivering independent and bespoke solutions, whilst providing proactive advice. They are now looking for a Mortgage Broker to join their growing team, who will be providing mortgage and related protection advice through effective and competent activities to prospective and existing clients.

If you are considering a move and have the necessary qualifications for this role, please do apply now and you will be contacted shortly for an informal chat.

We also have other exciting roles currently available that could be of interest to you and would like to hear from you. Where appropriate we can also recommend other relevant opportunities to you that match your requirements.