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Mortgage Broker

Skills
Financial AdvisoryLife InsuranceMortgage BrokersMortgage ConsultingMortgage IndustryMortgage InsuranceMortgage Lending
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Fully qualified mortgage adviser (CeMAP or equivalent)
  • Minimum of 2 years of experience in a mortgage advisory role
  • Ability to work independently and manage your own caseload
  • Strong knowledge of UK mortgage products, regulations, and financial services
  • Excellent communication and interpersonal skills
  • Self-motivated and client-focused

Day to day

  • Provide expert mortgage advice tailored to clients' individual needs.
  • Assist clients in finding the best mortgage products by assessing their financial situations.
  • Offer advice on related insurance products, such as life and income protection policies.
  • Manage client relationships and guide them through the mortgage application process.
  • Stay updated with the latest mortgage products, rates, and lending criteria.
  • Maintain compliance with financial regulations and company standards.