We are currently seeking an experienced Mortgage advisor to start in January 2025 This role is that of Mortgage Advisor within a busy Financial institution working with clients to finance the purchase of properties and switching of existing mortgages.
Working within a team of advisors and in a fast-paced environment, the successful candidate will be a strong people person, team player and be able to manage a portfolio of clients.
· Advising new clients on mortgage options available to them · Management of the Mortgages processes, preparation, processing and management of mortgage applications with relevant providers ensuring accurate entry of data uploaded to internal/external system · Tracking of the new business pipeline ensuring efficient turnaround of proposal · Liaising with clients and lenders throughout the mortgage completion process · Ensuring client files are complete and in compliance with policies and procedures before filing · Dealing with all administration queries arising on a day to day basis regarding client applications and keep the manager updated on all relevant matters arising and potential sales opportunities · Provide full administration support in all aspects of new business and for existing client reviews · Maintain and manage the CRM system and manage the new business pipeline ensuring it is fully up to date at all times.
· Other duties and responsibilities as they arise that may be required in order to grow the business.
· General Office Administration Required Education, Skills and Qualifications: · Strong client focus is essential · Excellent communication skills · Excellent attention to detail is a must · Good technical knowledge of Mortgages · Professional approach · Proficiency in MS Office applications – Outlook, Word, Excel.
· Appropriate Industry Qualification QFA or APA loans · Highly self-motivated & ability to work on own initiative · Excellent organisational skills Advantageous: · Knowledge of Anti Money Laundering requirements and compliance procedures.
Previous experience in working in a Financial Institution.
Salary/Package: · This will be reflective of the experience and qualification that the person will bring to the role.
Benefits: · Further education supported along with continued professional development.