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Financial Services

London

09/05/2022

Type of Position: Mortgage Specialist
Pay: £45k - £60k OTE

Mortgage Specialist - London

This is a rare opportunity for a results-orientated, hard-working individual with excellent telephone manner and organisational skills to join a rapidly growing and high-impact entrepreneurial business with offices in central London, Horsham, County Durham, and Scunthorpe.

Due to our client’s ongoing success, they have an opportunity for an experienced mortgage specialist to join the team in Scunthorpe. This is an exciting role in a small, friendly office, working with the Financial Planning arm within a multidisciplinary professional services group which currently includes a National Chartered Accountancy firm, Legal practices, and Business Advisory companies.

Working for a financial services company that deals predominantly with a prestigious bank of high-net-worth clients
Bespoke career development plan - Whatever your aspirations they will work closely with you to reach your personal career goals. Our client promotes development of all employees across the group.
 

Specific Responsibilities:

You will help to develop business relationships with current clients and assist in bringing new clients on board. Additionally, you will help to ensure clients better understand the full potential of the products and convert leads provided by the group. You will also be responsible for collaborating with different departments across the group to enhance customer satisfaction. As such you will:

  • Develop and maintain strong relationships with clients
  • Build trust by ensuring the company follows agreed compliance and company processes
  • Manage your diary to client expectations and needs
  • Own and drive specific customer requirements forward, ensuring a timely response and service levels are adhered to across the business ensuring actions are followed up as appropriate
  • Collaborating closely with both the accountancy and legal departments within the group to ensure matters are progressed quickly and efficiently.
  • Helping find each customer the right products to suit their personal and business needs.
     

What we are looking for:

Our client has consistently grown year on year and is now looking for someone to join the business with the same passion for excellence as the rest of the team. They are seeking someone that can has:

  • Track record of delivering for Portfolio Landlords and able to solve complex client needs
  • Must have experience with BTL Market, Portfolio landlords, Commercial finance.
  • A minimum of 5 years’ experience in whole of market mortgage broking
  • Strong BTL, HMO knowledge with problem solving skills
  • Experience of using and managing case management systems
  • A Desire to succeed and achieve targets/KPI's.
  • The ability to work independently and being a strong team-player
  • The ability to work in a fast-moving environment
  • An excellent telephone manner for incoming and outgoing calls
  • Experience of using mortgage sourcing systems such as Trigold and is proficient in MS Office and Excel.
     

Desired skills

  • Show passion in delivering high quality work for all clients and other members of the team
  • Knowledge of running stress tests on portfolios
  • Must have a keen eye for detail
  • CeMAP Diploma
  • Experience with dealing with High-net-worth clients
  • Experience working alongside Chartered Financial Planners
     

Company Benefits

  • Enrolment into the One Consultancy Group Employee Bonus Scheme
  • 30 days holiday including bank holidays
  • Additional 0.5-day holiday per year of service up to 33 days holiday including bank holidays
  • Company pension scheme
  • As a firm, our client offers all advisor’s competitive commission splits reflective of the market and a platform to succeed in the mortgage industry.
  • You will have the opportunity to work remotely as required
     

With further growth planned this is a perfect time to be joining such a thriving business

 

If you are interested in this opportunity then please send your CV to natalie@artemisrecruitment.co.uk 

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