This opportunity has arisen due to the retirement of a long-standing staff member and offers the right candidate the chance to take over an existing book of clients and repeat business so you can hit the ground running.
The successful candidate will guide clients from initial consultation through to completion, assessing affordability, recommending suitable mortgage solutions from a whole of market panel of lenders, delivering clear and compliant advice. You will also identify protection needs to ensure clients and their families are fully protected, again from the whole market.
A strong focus on customer service, compliance, and positive client outcomes is essential, my client is a reputable local firm who have an excellent reputation.
£27,000 basic salary + generous commission as you'll be inheriting a solid desk of clients with repeated revenue, OTE £70,000.00.
Key Responsibilities
* You will meet with clients to understand their financial circumstances, goals, and mortgage needs
* You will provide clear, tailored advice on mortgage products, interest rates, and repayment options
* You will conduct affordability assessments in line with regulatory requirements
* You will liaise with lenders, solicitors, and other stakeholders to progress applications
* You will keep yourself up to date with mortgage market trends, products, and compliance regulations
* You will maintain accurate records and ensure all advice meets FCA guidelines
* You will build and maintain strong client relationships to encourage repeat business and referrals
* You will work closely with colleagues in a collaborative, office-based environment
Key Requirements
* You must be CeMAP (Certificate in Mortgage Advice and Practice) qualified or hold an equivalent qualification
* Strong communication, negotiation, and interpersonal skills
* High attention to detail with the ability to work under pressure
* Sound knowledge of FCA regulations and mortgage industry best practice
* A proactive, self-driven approach
* Proven track record of building and maintaining long-term client relationships
Benefits
* Competitive basic salary plus commission
* Ongoing professional development and training
* Supportive and collaborative team environment
* Access to one of the largest networks in the industry (mortgages and protection)
* Established client portfolio and warm leads
This role is a full-time office based, permanent position.
Pay: £27,000.00-£70,000.00 per year
If you may be seeking a self-employed position, my client can also offer this on preferential terms, but please be assured an employed role is available should this is your preference
Salary description
£27000.00 - £70000.00 per year