Mortgage Advisor / Mortgage Broker - Hybrid
Up to £35,000 + Bonuses
Manchester City Centre
2 days office / 3 days from home!
Job Summary for the Mortgage Advisor / Mortgage Broker :
The Mortgage Advisor provides expert guidance to clients on mortgage products, assessing financial circumstances, explaining options, and managing applications. This role involves relationship-building with clients and lenders, staying informed on market trends, and ensuring compliance with financial regulations.
Key Responsibilities for the Mortgage Advisor / Mortgage Broker:
1. Client Consultation - Assess client financials and needs; provide tailored mortgage product recommendations.
2. Application Management - Guide clients through applications, ensuring accuracy and coordinating with lenders.
3. Compliance - Adhere to all relevant regulations and maintain detailed client records.
4. Market Knowledge - Stay updated on mortgage products and market trends; maintain lender relationships.
Required Qualifications for the Mortgage Advisor / Mortgage Broker:
- Education: Bachelor's degree in Finance, Business, or related field.
- Experience: Minimum of [2-5] years in mortgage advising or financial services.
- Licensing: Relevant certifications as required by regulatory authorities.
Skills for the Mortgage Advisor / Mortgage Broker:
- Strong financial and analytical skills
- Excellent communication and customer service
- Detail-oriented with a problem-solving mindset
Performance Goals for the Mortgage Advisor / Mortgage Broker:
- Achieve targets for consultations and mortgage approvals
- Ensure full regulatory compliance