As part of our continued rapid growth, we have the following
immediate vacancies available.

Mortgage Brokers / Advisors

Basis: Full time, employed

Based: High Wycombe Office

Job Objective: To advise and arrange on regulated and non-regulated BTL, and residential mortgages and other financial products in our portfolio.

Qualifications: CeMAP Qualified or equivalent

Duties and Responsibilities:

  • Respond to inbound leads in a prompt and efficient manner.
  • Flexibility to generate your own leads.
  • Completing the customer “Fact Find” document.
  • Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims with regard to their mortgage / finance requirements.
  • Analysing information and preparing plans best suited to individual clients’ requirements.
  • Researching information from various sources, including sourcing mortgage products using Trigold.
  • Designing financial strategies best suited to client’s needs.
  • Explaining about different types of mortgage.
  • Providing clients with information on new and existing products and services.
  • Issue suitability reports.
  • Provide clients with recommendations.
  • Assisting clients to make informed decisions.
  • Helping the customer complete the mortgage application.
  • Selling appropriate related financial products such as buildings insurance.
  • Liaising with mortgage/financial service providers.
  • Liaising with other professionals, such as Estate agents, Solicitors and valuers.
  • Meeting sales targets.
  • Handover of submitted applications to the Operations Team for completion.
  • Keeping up to date with new mortgage products and any changes in the law.
  • Maintaining detailed records to comply with the regulations of the Financial Conduct Authority (FCA).
  • Contacting clients with news of new mortgage products/financial products or changes to legislation regarding their mortgage/financial product.
  • Any other related matters.

Knowledge:

  • Through knowledge of regulated and non-regulated mortgages and related financial products.
  • Knowledge of regulatory requirements for writing business.
  • Keeping up to date with available mortgage products/relevant financial products and legislation.
  • Continued professional development to ensure fully Competent and ensure full compliance with regulatory environment.
  • Undertake regular training and testing to assess Competency and areas requiring further development.

Working Environment: This job is office based with normal working hours, Monday to Friday.

Experience: Minimum of 1 year of mortgage experience.

Salary: We offer excellent earnings package, consisting of both an excellent basic salary and uncapped commission.


To apply for a vacancy now, simply complete the short form below,
attaching your up-to-date CV.

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