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Home Online Senior Mortgage Advisor

Senior Mortgage Advisor

Full time at Clifton Private Finance in Online
Posted on October 4, 2024

Job details

*The opportunity - OTE £80k+* Qualifications, skills, and all relevant experience needed for this role can be found in the full description below. Clifton Private Finance is looking for experienced senior mortgage advisers to join our team. You will deal mainly with high-value clients and larger mortgages (our average mortgage is £450,000). This is a hybrid role, working three days in the office (Frome Business Park, 14 miles south of Bath) and two days from home. _*What you should expect to earn:*__*Basic salary - £45,000.*_*Year 1:* In the first 12 months, we expect your net earnings to be between £55k and £65k. *Year 2: *At the end of the 2nd year we would expect your net earnings to be between £65k and 75k. *Year 3:* By the end of year 3, you should be expecting to be earning £80k+ net *What we do* Clifton Private Finance is a progressive and dynamic marketing platform and specialist finance brokerage based in Bristol, Cardiff and Frome. Using its own website and a portfolio of other sites owned and controlled by its sister company, the company generates and validates new business enquiries that are then dealt with either via our internal broker teams, or one of our external broker partners. *Role overview* Focused on some of the most valuable new enquiries received into the business, you will be responsible for providing excellent mortgage & protection advice and service to your clients. You will be part of developing a strong working broker team with excellent working standards and practice. Our internal marketing and contact team books 3 to 4 appointments into your diary each day. You will receive client relationship and administrative support for your clients. *Role and Responsibilities** Give an excellent mortgage & protection advice experience to all clients * Be part of a team where there is a culture of sharing knowledge and celebrating success * Ad hoc meetings with directors to discuss progress and ongoing opportunities *Key Skills Required** Excellent communication skills, particularly on the telephone, and a clear ability to build rapport and long-term relationships with clients * Excellent client service standards * First class planning and organisational skills * Strong time management skills * Excellent product knowledge and quick to learn about new products and services *Qualifications & Experience** *Required* - minimum of 3 years mortgage advice experience * Previous self-employed experience an advantage * A proven and successful record in mortgage & protection sales * Used to working effectively under pressure and to financial targets * Experience in dealing with HNW clients and complex income scenarios an advantage * Experience working with expats and foreign nationals is an advantage * Experience in offering and delivering excellent client service standards *Personal qualities** Natural rapport builder * Ability to work well under pressure * Dedicated, focused * Team player * Able to think independently and creatively * Drive and enthusiasm * Accuracy and an eye for detail * Self-starter with a lot of initiative, an enthusiastic can-do attitude and the flexibility and desire to grow in a fast-paced, supportive company *Package** *Title:* Senior Mortgage Advisor * *Job type:* Full time, permanent * *Location:* Hybrid role. Frome Business Park, Frome, BA11 4FN * *Hours:* 9.00am to 5.30pm, Monday to Friday * *Holiday:* 22 days (plus statutory), increasing to 25 days after 3 full years’ service * *Basic salary:* £45k pa * *OTE:* Year 1 £55k+, Year2 £65k+, Year 3 £80k+* *Company pension scheme:* in line with auto-enrolment Job Type: Full-time Pay: £45,000.00-£80,000.00 per year Additional pay: * Commission pay Benefits: * Company events * Company pension * On-site parking * Work from home Schedule: * Monday to Friday Application question(s): * Do you have 3 year plus proven track record in mortgage sales? Work Location: Hybrid remote in Frome, BA11 4FN Application deadline: 31/07/2024 Reference ID: Senior Adviser - BA11

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