Assist clients in obtaining a mortgage by analysing their financial situation and recommending suitable mortgage products
Assist the clients to ensure they are fully protected in relation to all their mortgage needs
Collect and review financial documents from clients to determine their eligibility for a mortgage
Calculate mortgage payments, interest rates, and other relevant financial information
Guide clients through the mortgage application process, explaining the terms and conditions of different mortgage options
Collaborate with mortgage lenders to ensure timely and accurate processing of the clients applications
Maintain knowledge of current mortgage regulations and industry trends to provide up-to-date advice to clients
Build and maintain relationships with introducers to generate new business opportunities
Requirements:
CeMap or equivalent
CAS for a minimum of 1 year in Specialist Mortgages
Up to date experience in the mortgage industry essential
Strong analytical and problem-solving skills
Excellent communication and customer service skills
Ability to work independently and as part of a team
Detail-oriented with strong organisational skills
Experience with mortgage software and sourcing systems
Benefits:
Competitive commission structure
Flexibility to manage your own time
Leads provided if required
Software licenses and PI cover provided
Being part of a Family run business dedicated to supporting customers
If you are a detail-oriented individual with strong math skills and a passion for helping clients achieve their homeownership dreams, we encourage you to apply for the Self Employed Specialist Adviser position. Join our team of dedicated professionals and make a difference in the lives of our customers!
Job Type: Full-time
Pay: From 60,000.00 per year
Additional pay:
Commission pay
Benefits:
Work from home
Application question(s):
Are you based in the UK?
Experience:
CAS status minimum: 1 year (required)
Licence/Certification:
CeMap or equivilant certificate (required)
Work Location: Remote
Reference ID: Self Employed Specialist Adviser
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