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Mortgage Adviser

Job description

Are you passionate about helping clients achieve their dreams of owning a home? Are you a junior or experienced mortgage adviser looking for an opportunity to shine and make a real impact? Look no further! My client is seeking a dedicated and skilled Junior/Experienced Mortgage Adviser to join their dynamic team.

Responsibilities:

  • Responsible for identifying and engaging suitable clients, in part through developing a network of connections leading to client recruitment
  • Proactively provide on-going advice to clients (both self-sourced and those provided by internal and external Business Partnering), taking account of the regulatory and legislative environment
  • Working in a team with the Administrators and professional support staff, ensure client needs and circumstances are executed in a timely manner
  • On an on-going basis identify and develop new opportunities with existing clients to ensure that all their needs are met, along with spotting opportunities for any client referrals to other areas of the business
  • Responsible for remaining competent and up to-date on legislation as an adviser through qualifications, attendance at conferences and training

Qualifications:

  • CeMap
  • Preferably working towards Advanced CeMap and Lifetime mortgage qualification CII CF7 or equivalent


Skills:

  • Honesty and integrity
  • Excellent communication skills both written and verbal
  • Good planning and organisational skills
  • Dynamic and enthusiastic
  • Sound problem solving skills, taking a client focused approach
  • Highly motivated, especially with regards to personal and professional development
  • Good interpersonal skills and relationship building
  • Methodological approach to work

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.