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Mortgage Advisor

Westcott Search Limited
Posted 12 hours ago, valid for 11 days
Location

Purley, Surrey CR82HP, England

Salary

£28,000 - £33,600 per annum

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Contract type

Full Time

Life Insurance
Employee Assistance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The role is for an experienced Mortgage Advisor at a prestigious estate agent's Purley Branch, offering a competitive salary of £28,000 plus a car allowance and potential on-target earnings of £70,000.
  • Candidates should have at least 1 year of mortgage advisory experience and possess a minimum of CEMAP 1 qualification or equivalent.
  • Key responsibilities include assessing client needs, providing financial solutions, exceeding sales targets, and ensuring compliance with FCA guidelines.
  • The position requires strong relationship-building skills, ambition, and the ability to work under pressure, along with a full driving license.
  • Additional benefits include 33 days of paid holiday, a structured career path, and various incentives and rewards.

About this role

Our client is a prestigious multi-office estate agent. They are currently seeking an experienced Mortgage Advisor at their Purley Branch. The role offers fantastic career progression, competitive packages and car allowances, and the opportunity to represent a well-respected brand.

Key Roles and Responsibilities

• Meeting with clients to assess individual circumstances and needs

• Seeking out the best financial and mortgage solutions for our customers

• Selling associated insurance products from Legal & General• Meeting and exceeding targets

• Working closely with the residential estate agency team to ensure all business opportunities are maximised.

• Provide coaching and support to colleagues to maintain a good referral rate

• Proactively contacting existing client base as a source for new business

• Liaising with lenders to confirm product conditions are relevant for our customers.

• Ensuring all documentation is compliant, correct and properly witnessed and signed in line with FCA guidelines.

Required Skills and Qualifications

• Seeking someone who is driven and motivated by success, results and reward

• CEMAP 1 (minimum) Qualified or equivalent or Competency Advisor Status (CAS).

• At least 1 year's mortgage advisory experience

• Great at building relationships with customers

• Smart, articulate and well presented

• Ambitious and self-motivated with the ability to work in a pressurised environment.

• Full driving license

The Package:

Initial Package: £28,000 (guarantee for 4 months plus Car Allowance) Company Car or Car Allowance: £2,500pa On Target Earnings: £70,000 (uncapped earnings)

Work Pattern: 5 days per week including Saturdays (typically 2 Saturdays off per month - Monday to Friday 08.30 - 17.30 and Saturday 09.00 - 17.00.

Additional Benefits:

• 33 Days Paid Holiday (increasing with service)

• Additional Day off for your birthday

• Holiday Commission

• Work From Home 1 day per week

• Pension • Life Insurance • Private Medical Healthcare Scheme • Company Rewards and Incentives together with Top Achievers trips and outings • Structured Career Path • Employee Assistance Scheme • Paid entry fees for charitable events

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.