Mortgage Adviser

The Openwork Partnership · Watford

  • Not stated by the employer
  • Full time
  • Posted 13 months ago
Apply on The Openwork Partnership's site

This is an employed full-time opportunity

St Albans based, requirement for regular travel to the office

What's in it for you?

  • Competitive Salary
  • Bonus/Commission Payments
  • Mix of generated and self-generated leads
  • CAS Status supported

David Fawcett is looking for a Mortgage Adviser to come into the business, offering initial admin support before moving into a full-time Adviser position with your own client bank. This is a perfect opportunity for someone with CeMAP qualification looking to build their experience and a client bank of their own.

Your responsibilities will include

  • Provide high-quality administrative support to existing Advisers
  • Enable client-focused advice aligned with individual needs and objectives
  • Analyse clients’ financial situations to determine appropriate mortgage options
  • Utilise the training and support provided by the firm
  • Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements.
  • Promote your services through networking and marketing, to grow your client base

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