Prosperous Financial are seeking a Senior Mortgage Advisor to join our team as we continue to grow our mortgage business. Our Keys offering caters to a range of clients from first time buyers to switchers, straight forward applications to complex scenarios and will engage with a portfolio of both new and existing clients.
Key Responsibilities:
* Provide expert mortgage advice to clients, ensuring they understand all available options and assist them in selecting the most suitable mortgage products for their needs.
* Conduct thorough financial assessments to evaluate clients' income and financial obligations to determine the best mortgage options.
* Management of the mortgage processes and preparation internally and management of mortgage applications with relevant providers.
* Liaising with internal and external stakeholders, clients, and lenders throughout the mortgage completion process to ensure a seamless process for all involved.
* Ensuring client applications are complete and in compliance with regulations, policies, and procedures.
* Identify potential mortgage opportunities through a variety of avenues including client referrals and external awareness of the keys offering.
* Maintain and manage the relevant CRM system and manage the new business pipeline.
* Work closely with Head Of Financial Planning and Mortgage Manager to review and refine mortgage practices.
Skills and Experience:
* 3+ years of experience in the mortgage business, supporting applications throughout the entire process.
* QFA or Professional Banker requirement.
* Full understanding of the regulatory environment for mortgages.
* Proven experience supporting customers in both a pro-active and reactive environment to ensure mortgage applications are successful.
* Strong record in the delivery of application to conversions.
* Excellent written and verbal communication skills as well as the ability to deliver information with clarity.
* Ability to build strong working relationships with both internal and external stakeholders.
* Attention to detail and an analytical mindset.
Why work with us:
* Excellent remuneration package and competitive bonus structure.
* Hybrid, flexible working model (4 days from home / 1 day in office).
* 25 days annual leave.
* Employer pension contributions up to 10%.
* Income Protection / Death In Service.
* Recognised as a Great Place to Work 2024/2025 and a Best Workplace 2025.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
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