Mortgage Adviser

Mortgage Advisor

Brief Description of Role

Our client, a leading Premier Estate Agency Mortgage Advisor, is looking to recruit an ambitious and self-motivated Mortgage Advisor. The ideal candidate will have 2+ years of experience in a busy Financial Services Brokerage or Retail Banking environment.

Main Duties and Responsibilities

• Achieve mortgage business targets set out for the year
• Efficiently manage mortgage applications from initial point of contact through to funds issue
• Operate within agreed SLA
• Contribute to the growth and development of the mortgage advisory business and brand
• Perform role compliantly, in accordance with company policies and procedures
• Develop and expand professional network of business introducers
• Deliver workplace presentations and education seminars
• Ensure accuracy by placing emphasis on a right-first-time approach
• Prospecting at new housing development launches

Skills and Experience Required

• Third-level qualification or equivalent experience in the financial services industry
• Self-starter with motivation and adaptability; ability to work effectively with others
• Proven track record of achieving and exceeding targets
• Experience managing high-value and complex mortgage applications is ideal
• Positive energy and a can-do attitude
• Strong attention to detail and customer-first mindset
• Willingness to develop and learn
• Problem-solving ability
• Excellent communication, administration, and organisational skills
• Interest in professional progression within the mortgage industry, including undertaking relevant examinations
• Strong technical knowledge of mortgage credit policy and products available in the market
• Professional approach with proficiency in MS Office (Outlook, Word, Excel)
• Appropriate industry qualification
• Experience in a Financial Services brokerage
• Minimum Competency Code (MCC) compliance required
• Knowledge of Anti-Money Laundering requirements and compliance procedures

Minimum or Desired Qualifications Required

• QFA (Qualified Financial Adviser)
• Third-level qualification (desirable)
• Full, clean driver's licence

Additional Information

• Contract Type: Full-time, Permanent
• Hours: 37.5 hours per week
• Salary & Benefits: On Application