Job Description

Job Summary

We are seeking a dedicated Mortgage Consultant to join our specialist agricultural and equestrian mortgage team. The successful candidate will assist clients in securing suitable mortgage solutions, guiding them through the application process with professionalism and expertise. This role offers an excellent opportunity for individuals interested in developing a career within the commercial mortgage sector, providing valuable support to clients while ensuring compliance with industry standards. The position is suitable for those who are organised, detail-oriented, and possess strong communication and interpersonal skills.

Responsibilities

Respond to and manage incoming client telephone and e-mail enquiries Assess clients' financial situations to determine appropriate mortgage options Provide expert advice on mortgage products, interest rates, and repayment plans Guide clients through the entire application process, ensuring all documentation is complete and accurate Liaise with lenders, solicitors, and other relevant parties to facilitate smooth transactions Maintain up-to-date knowledge of industry regulations and lending criteria Prepare and present customised mortgage proposals tailored to individual client needs Follow up with clients throughout the approval process to ensure timely completion Keep detailed records of client interactions and transactions in accordance with company policies

Qualifications

Prior experience or knowledge in financial services is preferred but not essential; training will be provided Basic accountancy and / or financial underwriting skills are required to accurately assess financial data and calculations Strong organisational skills with attention to detail Excellent communication and interpersonal abilities to build rapport with clients and colleagues Ability to work independently as well as part of a team A professional attitude with a commitment to delivering exceptional customer service
This role offers a rewarding career path within the financial sector, supporting clients in achieving their commercial financial goals while developing valuable industry expertise.

Job Type: Full-time

Pay: 30,000.00-40,000.00 per year

Benefits:

Free parking On-site parking Profit sharing
Ability to commute/relocate:

Dulverton TA22 9BF: reliably commute or plan to relocate before starting work (required)
Education:

A-Level or equivalent (required)
Experience:

Mortgage consultancy: 2 years (required)
Work authorisation:

United Kingdom (required)
Work Location: In person