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Mortgage Adviser

Remote: 
Full Remote
Contract: 
Experience: 
Senior (5-10 years)
Work from: 

Offer summary

Qualifications:

5+ years in mortgage broker role, CeMAP qualified and Competent Adviser Status, Comprehensive knowledge of the mortgage industry.

Key responsabilities:

  • Provide professional mortgage advice to customers
  • Meet monthly targets for Mortgage Applications
  • Guide customers through mortgage application process
  • Refer protection leads to ensure customer security
  • Collaborate with teams for a seamless experience
Moneybox logo
Moneybox Financial Services SME https://moneyboxapp.com/
201 - 500 Employees
See more Moneybox offers

Job description

We know that the process of buying a home can feel incredibly daunting, so as part of our mission we are looking to grow our team of mortgage advisers to help more of our customers go from saving for their deposit to owning their dream home. We’re looking for Mortgage Brokers with a passion for improving the home-buying journey and helping to demystify the world of mortgages. You’ll be a critical part of Moneybox, helping our customers make one of the most exciting financial decisions of their lives

What you’ll do
  • Provide professional and personalised mortgage advice to Moneybox customers
  • Consistently meet challenging monthly targets for Mortgage Applications
  • Refer high quality protection leads to our protection team to ensure that our customers are fully protected
  • Guide customers through the mortgage application process and help them from their first step to their doorstep!
  • Continuously look for ways to improve the customer experience
  • Work with other teams, such as our Home-buying Qualifiers, Administrators and Case Managers, to ensure smooth handovers and a seamless customer journey
  • Meet quality assurance, service and risk targets in a regulated environment

  • Who you are
  • You are driven and ambitious, looking to build your career at an exciting, fast growing company
  • You are both sales and customer service driven
  • You have experience with advising from a panel of lenders
  • You are passionate about improving the home-buying experience for first time buyers
  • You have a high level of empathy and go above and beyond for customers
  • You have excellent verbal and written communication skills
  • You are flexible to work evening and weekend shifts

  • Experience and Skills
  • You will have 5+ years provable experience within a mortgage broker role
  • You will have a comprehensive knowledge of the mortgage industry and be used to meeting sales targets
  • You will be CeMAP qualified and hold Competent Adviser Status
  • The ability to apply risk management policies and procedures
  • #LI-ND1

    Required profile

    Experience

    Level of experience: Senior (5-10 years)
    Industry :
    Financial Services
    Spoken language(s):
    English
    Check out the description to know which languages are mandatory.

    Other Skills

    • Teamwork
    • Empathy
    • Verbal Communication Skills
    • Customer Service

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