Mortgage Advisor - BDM Recruitment : Job Details

We are seeking a highly skilled and experienced High Net Worth (HNW) Mortgage Advisor to join our prestigious financial services firm based in Wapping, London. This role is ideal for a dynamic and motivated professional who thrives in a high-paced environment and has a proven track record in providing bespoke mortgage solutions to affluent clients.

Key Responsibilities:

• Provide tailored mortgage advice to HNW clients, ensuring solutions meet their unique financial needs and circumstances.
• Conduct comprehensive assessments of clients’ financial situations, including income, expenditures, and existing assets, to determine the most suitable mortgage products.
• Develop and maintain strong relationships with a network of HNW individuals, ensuring exceptional client service and satisfaction.
• Stay abreast of market trends, mortgage products, and regulatory changes to provide up-to-date and compliant advice.
• Work closely with lenders and financial institutions to negotiate favorable terms for clients.
• Manage the entire mortgage process from initial consultation to completion, ensuring a seamless and efficient experience for clients.
• Collaborate with internal teams, including underwriters and compliance officers, to ensure all documentation and processes adhere to legal and regulatory standards.
• Meet and exceed personal and team sales targets, contributing to the overall success of the firm.

Requirements:

• Proven experience in mortgage advisory, preferably within the HNW sector.
• CeMAP qualification or equivalent.
• Strong understanding of mortgage products, services, and regulations.
• Exceptional interpersonal and communication skills, with the ability to build and maintain strong client relationships.
• Demonstrable track record of meeting and exceeding sales targets.
• High level of professionalism and integrity.
• Strong analytical skills and attention to detail.
• Ability to manage multiple clients and priorities effectively.
• Self-motivated with a proactive approach to business development.

Benefits:

• Competitive basic salary up to £35,000 per annum.
• Attractive performance-based bonus structure with OTE of £60,000 - £80,000.
• Company car or car allowance.
• Comprehensive pension scheme.
• Continuous professional development opportunities.
• Supportive and collaborative work environment.
• Opportunity to work with a reputable firm known for its commitment to excellence and client satisfaction.