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Permanent

Mortgage Advisor

London
money-bag 30000.00-30000.00 Annual
3130707611
Posted 2 days ago

Mortgage AdvisorLondon£35,000 basic, plus commissionOur client is a well-established independent financial advisory firm based in London, providing bespoke mortgage advice, protection planning and estate services to clients across the UK. The team prides itself on clear, client-focused guidance and market-wide mortgage solutions.Role OverviewAs a Mortgage Advisor, you will work directly with clients to understand their financial circumstances and property goals, recommend appropriate mortgage products from across the market, guide them through the application process and deliver exceptional customer service throughout. You''ll be part of a friendly and supportive team helping clients with residential purchases, remortgages, buy-to-let and other mortgage solutions.Key ResponsibilitiesConduct thorough client fact-find interviews to assess financial situation, borrowing needs and objectives.Research and source suitable mortgage products from a wide panel of lenders, matching options to client requirements.Provide clear, compliant mortgage advice and explain recommendations in client-friendly terms.Prepare and present Key Facts Illustrations, suitability letters and compliance documentation.Manage the full application journey - submit cases, liaise with lenders, solicitors and third parties, chase progress and handle any issues to ensure smooth completions.Maintain accurate records of all client interactions and documentation in line with FCA regulations.Build long-lasting client

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