Based in Bristol, Cardiff, and London, Clifton Private Finance is an award-winning brokerage seeking experienced senior mortgage advisers to join our Bristol team. You will be dealing with high-value clients and larger mortgages. This is a hybrid role, working 3 days in the office and 2 days from home.
What you should expect to earn:
Highly competitive basic salary with uncapped commission structure - Genuine opportunity to earn 100k+
What we do
Clifton Private Finance is a progressive and dynamic specialist finance broker based in Bristol, Cardiff and London.
We have a strong reputation for providing expert, tailored finance solutions for our clients. We have built a strong online presence using our in-house marketing expertise with strong reviews and testimonals that reflect our commitment to excellence.
Role overview
Focused on some of the most valuable new enquiries received into the business, you will be responsible for providing excellent mortgage & protection advice and service to your clients.
You will be part of developing a strong working broker team with excellent working standards and practice.
Each day, up to 5 validated appointments are booked into your diary by our internal marketing & contact team. You will receive client relationship and administrative support for your clients.
Role and Responsibilities
Give an excellent mortgage & protection advice experience to all clients
Be part of a team where there is a culture of sharing knowledge and celebrating success
Ad hoc meetings with directors to discuss progress and ongoing opportunities
Key Skills Required
Excellent communication skills, particularly on the telephone, and a clear ability to build rapport and long-term relationships with clients
Excellent client service standards
First-class planning and organisational skills
Strong time management skills
Excellent product knowledge and quick to learn about new products and services
Qualifications & Experience
Required
- minimum of 5 years mortgage advice experience
Previous self-employed experience an advantage
A proven and successful record in mortgage & protection sales
Used to working effectively under pressure and to financial targets
Experience in dealing with HNW clients, and complex income scenarios an advantage
Experience working with expats and foreign nationals an advantage
Experience in offering and delivering excellent client service standards
Personal qualities
Natural rapport builder
Ability to work well under pressure
Dedicated, focused
Team player
Able to think independently and creatively
Drive and enthusiasm
Accuracy and an eye for detail
Self-starter with a lot of initiative, an enthusiastic can-do attitude and the flexibility and desire to grow in a fast-paced, supportive company