Mortgage Advisor
other jobs KFS Recruitment
Added before 4 Days
- England,London,City of London
- Full Time, Permanent
- £30,000 - £35,000 per annum
Job Description:
Full job descriptionMortgage Advisor
London
£35,000 basic, plus commission
Our client is a well-established independent financial advisory firm based in London, providing bespoke mortgage advice, protection planning and estate services to clients across the UK. The team prides itself on clear, client-focused guidance and market-wide mortgage solutions.
Role Overview
As a Mortgage Advisor, you will work directly with clients to understand their financial circumstances and property goals, recommend appropriate mortgage products from across the market, guide them through the application process and deliver exceptional customer service throughout. You’ll be part of a friendly and supportive team helping clients with residential purchases, remortgages, buy-to-let and other mortgage solutions.
Key Responsibilities
*Conduct thorough client fact-find interviews to assess financial situation, borrowing needs and objectives.
*Research and source suitable mortgage products from a wide panel of lenders, matching options to client requirements.
*Provide clear, compliant mortgage advice and explain recommendations in client-friendly terms.
*Prepare and present Key Facts Illustrations, suitability letters and compliance documentation.
*Manage the full application journey - submit cases, liaise with lenders, solicitors and third parties, chase progress and handle any issues to ensure smooth completions.
*Maintain accurate records of all client interactions and documentation in line with FCA regulations.
*Build long-lasting client relationships with a focus on service quality and retention.
*Collaborate with colleagues to support business growth and team targets.
Skills & Qualifications
*Fully qualified to give mortgage advice - CeMAP, CII or equivalent qualification (essential).
*Previous experience in mortgage broking, advising or financial services (preferred).
*Strong understanding of residential and buy-to-let mortgage markets.
*Ideally experience of Life & Protection products
*Excellent communication and customer service skills.
*Ability to work independently and as part of a team.
*High standards of professional conduct and compliance awareness.
London
£35,000 basic, plus commission
Our client is a well-established independent financial advisory firm based in London, providing bespoke mortgage advice, protection planning and estate services to clients across the UK. The team prides itself on clear, client-focused guidance and market-wide mortgage solutions.
Role Overview
As a Mortgage Advisor, you will work directly with clients to understand their financial circumstances and property goals, recommend appropriate mortgage products from across the market, guide them through the application process and deliver exceptional customer service throughout. You’ll be part of a friendly and supportive team helping clients with residential purchases, remortgages, buy-to-let and other mortgage solutions.
Key Responsibilities
*Conduct thorough client fact-find interviews to assess financial situation, borrowing needs and objectives.
*Research and source suitable mortgage products from a wide panel of lenders, matching options to client requirements.
*Provide clear, compliant mortgage advice and explain recommendations in client-friendly terms.
*Prepare and present Key Facts Illustrations, suitability letters and compliance documentation.
*Manage the full application journey - submit cases, liaise with lenders, solicitors and third parties, chase progress and handle any issues to ensure smooth completions.
*Maintain accurate records of all client interactions and documentation in line with FCA regulations.
*Build long-lasting client relationships with a focus on service quality and retention.
*Collaborate with colleagues to support business growth and team targets.
Skills & Qualifications
*Fully qualified to give mortgage advice - CeMAP, CII or equivalent qualification (essential).
*Previous experience in mortgage broking, advising or financial services (preferred).
*Strong understanding of residential and buy-to-let mortgage markets.
*Ideally experience of Life & Protection products
*Excellent communication and customer service skills.
*Ability to work independently and as part of a team.
*High standards of professional conduct and compliance awareness.
Job number 3870536
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Company Details:
KFS Recruitment
KFS began its journey in January 2016. After working in the Financial Services Recruitment sector for 10 years, Kerry Stephens realised it was time to...