Mortgage Broker / Financial Services Advisor (AWDO-C12923) in Birmingham)

Join a thriving team at a market-leading firm! We are seeking a highly motivated and experienced CeMAP-qualified Mortgage Broker / Financial Services Advisor with CAS status and a proven track record to join our dynamic firm, where the average case size across the team in 2024 was £4,047 (mortgage and broker fee only).

For ambitious brokers, the firm operates a "progression to partnership programme" where you can become a shareholder and executive within the business.

ADDITIONAL TRAINING PROVIDED

The company will provide additional 121 upskill training focusing on their area of expertise covering specialist finance products and services.

EARNINGS:

YEAR 1: £65,000 OTE (uncapped commission structure)

YEAR 2: £100,000 OTE (uncapped commission structure)

YEAR 3: £130,000 OTE (uncapped commission structure)

LOCATION: Remote / Home Based or Hybrid

Successful candidates will need to commit to the first month being fully office-based in Exeter, Devon, whilst completing the firm's internal training program (costs are covered by the firm). Once completed, you’ll have the option to work remotely from home or, if you prefer, work in a hybrid capacity, from home and the office in Exeter.

JOB TYPE: Full-Time, Self-Employed Contract

JOB OVERVIEW

We have a fantastic new job opportunity for a Mortgage Broker / Financial Services Advisor who is CeMAP qualified with CAS status and has a proven track record of successfully managing a significant mortgage pipeline and delivering exceptional client service.

Working as the Mortgage Broker / Financial Services Advisor, you will join a successful, leading and established niche UK firm where the average case size across the team in 2024 was £4,047 (mortgage and broker fee only).

As the Mortgage Broker / Financial Services Advisor, you will be responsible for working with clients to secure finance for their self-build and property development projects. This will involve identifying the most suitable lending options for clients, negotiating terms with lenders, and managing the mortgage application process from start to finish.

As a successful candidate, you will join a market-leading firm that can offer ongoing training and development, full admin support, and a great team environment.

DUTIES

Your duties as a specialist Mortgage Advisor will include:

1. Become the trusted advisor: Guide clients through the entire financing journey for their unique projects.
2. Unleash the power of possibility: Identify and present the most innovative and competitive lending solutions tailored to each client's individual needs and circumstances.
3. Negotiate winning deals: Leverage your expertise to secure the best possible terms and conditions with lenders on behalf of your clients.
4. Streamline the process: Efficiently manage mortgage applications from start to finish, ensuring a smooth and seamless experience for all parties involved.
5. Stay ahead of the curve: Continuously enhance your knowledge by staying abreast of the latest industry trends and regulatory changes.

This is an exciting opportunity for a passionate and ambitious individual to make a real difference to clients. Join the team and build a fulfilling career in specialist finance.

WHY JOIN THIS FIRM?

• All leads provided at no cost to the adviser.
• All systems provided at no cost to the adviser.
• Equipment provided by the firm.
• Large case sizes.
• 121 training provided to upskill brokers in our area of expertise.
• Uncapped commission scheme.
• Full admin support.
• Control your own diary.
• DA firm with no network oversight.
• Bespoke CRM.
• Great team environment.
• Work with complex finance cases and add real value to clients.
• Hybrid/remote working available.
• A “Progression to Partner Programme” for ambitious advisers.

CANDIDATE REQUIREMENTS

As the Mortgage Broker / Financial Services Advisor, you will have the following skills, experience, and qualifications:

• CAS status.
• Full CeMAP qualification.
• Previous experience as a Mortgage Advisor.
• Ability to manage a large mortgage pipeline.
• Customer focused.
• Ability to manage multiple leads a day.
• Ability to plan own time/diary efficiently.
• Full UK driving licence.

HOW TO APPLY

To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CVs of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us, you are hereby giving us your express consent to submit your details to our Client for this purpose.

JOB REF: AWDO-C12923