Offer summary

Qualifications:

CEMAP 1 qualification or CAS, 1 year of mortgage advisory experience, Full driving license.

Key responsabilities:

Assess client needs and provide solutions

Promote insurance products

Exceed targets and collaborate with team

Generate new business and maintain referrals

Coordinate with lenders for suitable products and ensure compliance

Job description

£31,000

OTE £60,000 (uncapped)

Diamond Search Recruitment are honoured to be representing a trusted and well-established Estate Agency Group, based in the Southeast who are recruiting for a Senior Mortgage Advisor in Romford, Essex.

We are looking for an experienced Mortgage Advisor with a passion for providing top-notch service and expert financial guidance. You should be a motivated individual with a strong work ethic, who is driven by success and achieving results.

As a Senior Mortgage Advisor you'll play a pivotal role in assisting clients through the mortgage process. Your responsibilities will include:

Conduct client meetings to assess needs.
Identify optimal financial solutions.
Promote Legal & General insurance products.
Exceed targets consistently.
Collaborate with estate agency team for maximum business.
Provide support to maintain referral rate.
Proactively generate new business from existing clients.
Coordinate with lenders for suitable products.
Ensure compliant documentation per FCA guidelines

The Person

CEMAP 1 qualified, (or equivalent) or hold Competency Advisor Status (CAS)
1 year of mortgage advisory experience
Hold a full driving license
Be driven and motivated by reward and success
Have a strong work ethic and dedication to excellence
Our client holds strong values that are the foundation of how they treat their clients and employees, such as helping others, respecting and valuing one another, upholding promises, be honest and act with integrity, and giving back to the community. The new post hold should demonstrate matching values.

5 days per week including Saturdays (typically 2 Saturdays off per month - Monday to Friday 08.30 - 17.30 and Saturday 09.00 - 17.00 - option to work from home 1 day per week