£25K/yr to £30K/yr
Cardiff, Wales
Permanent, Variable

Mortgage Advisor - Hybrid Working

Posted by D&R Partners Recruitment Limited.

Mortgage Advisor - Residential / 2nd Charge / Bridging Finance

All regulated products - 3 Days working from home

Up to £30,000 + Great bonuses

The Opportunity

Our focus on whole of market access and our specialist mortgages expertise means that no solutions are withheld from advisers. Our group structure not only provides greater opportunities with products and services but enables the business to earn commissions over and above standard brokerage levels as well as generating significant lead opportunities for advisers.

Mortgage advisers will have a fantastic platform and a huge opportunity.

Key requirements are:

  • Ambitious and driven to grow your own career as a financial adviser.
  • Full CeMAP or equivalent mortgage advice qualification and some mortgage advice experience.
  • You must be a 'Fit and Proper Person' as per the regulator's guidelines.
  • Confident and capable of advising clients over a telephone and video meeting facilities.
  • Ability to work in a team.
  • Ability to work within the company's framework of systems and procedures.
  • Self motivation, ambition and drive to develop your skills and your client bank.

Successful candidates will benefit from:

  • Regular lead flow.
  • Competitive commission splits thanks to our unique access to higher commissions (uncapped commissions)
  • Full mortgage product sets available including all specialist products (with higher margins); this includes Equity Release for qualified candidates.
  • Whole of market lender access, no restrictions placed by the brokerage.
  • Additional revenue opportunities including conveyancing, estate planning, general insurance and investment referrals as well as protection advice.
  • All software and systems needed to transact business including bespoke CRM Software integrated Twenty7tec for mortgage sourcing and with open banking and credit check integrations too.
  • Full training, compliance, competence and supervision support.
  • Administrative support - on demonstration of an understanding of our entire mortgage advice process you will be given access to our mortgage support team.
  • Access to internal mortgage experts in every mortgage area across every mortgage product.
  • Expert support on the most complex of cases including difficult to place mortgages, second charges, bridging and commercial mortgages providing you with the clarity needed to give your clients the highest quality advice.

Reporting

  • The role will report directly to the Operations Manager.