Job Description
Job Title: High Net Worth (HNW) Mortgage Advisor
Location: Tooting, London
Salary: Up to £35,000 per annum
Benefits:
- Car or car allowance
- Pension scheme
- Performance-based bonus
- On Target Earnings (OTE): £60,000 – £80,000
Job Description:
We are seeking a highly skilled and experienced High Net Worth (HNW) Mortgage Advisor to join a prestigious financial services firm based in Tooting, 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.
About Us:
Our firm is a leading financial services provider specializing in bespoke mortgage solutions for High Net Worth clients. With our office located in the heart of Tooting, we pride ourselves on offering exceptional service and tailored financial advice. Our team is comprised of experienced professionals dedicated to maintaining the highest standards of integrity and expertise.
If you are a driven and experienced mortgage advisor looking to advance your career within a dynamic and rewarding environment, we would love to hear from you. Apply today to join our team and help our clients achieve their financial goals with confidence.