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Mortgage Advisor

  • Ref: JH900

I have a fantastic opportunity for a fully qualified Mortgage adviser to join my client’s growing offices in Okehampton. Candidates must be fully CeMap qualified, with the view that the successful candidate will need to achieve the Equity Release qualifications as well. This role is on an employed basis and involves looking after my clients growing candidate base. 

Mortgage Advisor responsibilities include...

Responsibilities of this role include:

  • To work hard to look after each client
  • To honestly advise each client based on their needs and enjoy the rewards of building long-terms relationships with each client.
  • To be responsible for clients across a wide geographical area
  • To visit clients at home or their places of work – traveling around the area would be expected
  • To seek the best financial and mortgage solutions for clients
  • Identifying and initiating leads
  • Meeting and exceeding targets
  • Working closely with the management structure

Mortgage Advisor requirements include...

Requirements of this role include:

  • A fully qualified Mortgage Advisor
  • A mortgage advisor who has worked in a banking environment would be of interest
  • Fully CeMap qualified
  • There will be an expectation for the successful candidate to complete the Equity Release qualifications
  • Transport and driving license is essential
  • Great at building relationships with clients
  • Flexible and adaptable
  • Professional, organised and have a great ethic
  • Confident and resilient 

My client is a small, local, firm that is growing rapidly. This is an opportunity to join a growing and dynamic firm of financial advisors focused on the doing the right thing with each client. If you are interested in finding out more about this opportunity please call Jo Howell at Cathedral Appointments to find out more!

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