Fantastic Opportunity for an Experienced Mortgage Adviser!
Location: Bromley, London
Position: Mortgage Adviser
Type: Hybrid (Minimum 2 days in office)
Are you an ambitious and driven mortgage adviser looking for a firm that truly supports you? Look no further! We are recruiting for a well-established and successful brokerage in Bromley, London, seeking talented and experienced mortgage adviser to join the team.
Why Join?
- Client-Centric Approach: They put clients at the heart of everything they do, ensuring top-quality advice and the best customer outcomes.
- Full Admin Support: Focus on what you do best - advising clients - while the team take care of the administrative work.
- Constant Supply of Leads: Their excellent reputation and partnerships with multiple introducer's, teamed with a substantial book of existing clients ensures a steady flow of leads.
Your Role
Mortgage Advice
- Engage Clients: Utilise provided leads to connect with clients, understanding their financial situations, goals, and mortgage needs.
- Tailored Recommendations: Research and analyse mortgage products to offer personalised advice.
- Expert Guidance: Explain mortgage options, interest rates, terms, and repayment plans clearly.
- Stay Informed: Keep up with industry regulations and market trends.
Protection Advice
- Assess Needs: Evaluate client's protection needs based on their financial obligations and goals.
- Recommend Products: Advise on life insurance, critical illness cover, income protection, and buildings and contents insurance.
- Clear Communication: Ensure clients fully understand the features, benefits, and exclusions of protection products.
Relationship Management
- Build Relationships: Develop strong, personalised relationships with clients, utilising this to generate ongoing referrals.
- Communication: Not be afraid to pick the phone up to customers and introducer's alike.
- Regular Reviews: Reassess and offer advice on client's mortgage and protection needs.
- Maintain Records: Keep accurate and up-to-date records of all client interactions and advice.
- Engage Pro-actively: Enhance the client experience through proactive engagement.
Compliance and Documentation
- Regulatory Adherence: Follow all relevant regulations, including data protection and anti-money laundering.
- Accurate Documentation: Ensure meticulous record-keeping of all transactions and advice.
Ready to Take the Next Step?
Join a brokerage that supports your growth and success. If you're ready to elevate your career as a mortgage adviser, contact us today!
We look forward to hearing from you!