Commission Split: 80% adviser commission + 100% adviser commission for all business above £120,000 in total fees generated.
Our client, a forward-thinking, well respected and client centred firm, are looking for a mortgage adviser to join the team; Due to their strong client focus, the firm are eager to find an individual who shares their client-centred views as-well as someone who has strong honesty, integrity, creativity, and an excellent work ethic. The firm are proud to provide their clients with an independent, tailor-made service that delivers on every aspect of the client’s financial goals and objectives; As a result, they are looking for an individual who is experienced and capable of meeting the demands and aims of every client that they represent.
Key Responsibilities
Work to the professional development scheme requirements and regulatory standards as issued by the company.
Liaise with new and existing clients about their mortgage requirements.
Present recommendations that meet the client’s needs in line with company processes.
Obtain satisfactory supporting documents to support a mortgage application.
Uphold the business expectation of providing an exceptional service to clients throughout the mortgage application process.
Liaise with any associated 3rd parties as required to complete a transaction.
Submit applications on behalf of clients and remain a point of contact throughout their service lifetime with the company.
Provide clients with information on any further areas supporting their mortgage application.
Contact all leads supplied within agreed timescales and provide feedback via the agreed business processes.
Adhere to the company mortgage proposition.
Maintain and ensure client files are kept up to date to ensure the audit trail of advice, service and transactions is maintained in full accordance with business standards.
Ensure the IT systems are used and information on them is kept up to date to meet business standards/expectations.
Work to the professional development scheme requirements and compliance standards as issued by the company in accordance with the training and competence scheme.
Undertake ongoing continuous professional development and enhance technical knowledge in specialist areas.
Knowledge, Skills and Experience
CeMAP or CF6 qualified - R05 is desired but not essential
Previous experience of working as a successful mortgage adviser.
Highly competent and confident in advising clients.
Strong presentation, organisation, and interpersonal skills with a drive to succeed.
Excellent telephone and face-to-face manner.
Motivated to develop new and existing skills/knowledge.
Ability to work on own initiative as-well as part of a team.
Competent IT skills.
Benefits
80% commission up to £120k in total fees generated + 100% commission for all business above £120k in total fees generated.
12 month rolling contract with monthly pay.
Full CAS sign off support.
Full support towards attaining level 4 status – Future transition into wealth management is available.
Ability to build and/or use your own brand – You will hold full ownership for all clients that you source.
Business stationery and IT software provided (including email hosting); IT training will be provided.
Mortgage Adviser, Nationwide (TB-1787)
Role: Self-Employed Mortgage Adviser
Location: Nationwide
Commission Split: 80% adviser commission + 100% adviser commission for all business above £120,000 in total fees generated.
Our client, a forward-thinking, well respected and client centred firm, are looking for a mortgage adviser to join the team; Due to their strong client focus, the firm are eager to find an individual who shares their client-centred views as-well as someone who has strong honesty, integrity, creativity, and an excellent work ethic. The firm are proud to provide their clients with an independent, tailor-made service that delivers on every aspect of the client’s financial goals and objectives; As a result, they are looking for an individual who is experienced and capable of meeting the demands and aims of every client that they represent.
Key Responsibilities
Knowledge, Skills and Experience
Benefits
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