Senior Mortgage Advisor

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Job description

The opportunity - OTE £80k+
Clifton Private Finance is looking for experienced senior mortgage advisers to join our team. You will deal mainly with high-value clients and larger mortgages (our average mortgage is £450,000). This is a hybrid role, working three days in the office (Frome Business Park, 14 miles south of Bath) and two days from home.

_ What you should expect to earn: _

_ Basic salary - £45,000. _

Year 1: In the first 12 months, we expect your net earnings to be between £55k and £65k.

Year 2: At the end of the 2nd year we would expect your net earnings to be between £65k and 75k.

Year 3: By the end of year 3, you should be expecting to be earning £80k+ net

What we do
Clifton Private Finance is a progressive and dynamic marketing platform and specialist finance brokerage based in Bristol, Cardiff and Frome.

Using its own website and a portfolio of other sites owned and controlled by its sister company, the company generates and validates new business enquiries that are then dealt with either via our internal broker teams, or one of our external broker partners.

Role overview
Focused on some of the most valuable new enquiries received into the business, you will be responsible for providing excellent mortgage & protection advice and service to your clients.

You will be part of developing a strong working broker team with excellent working standards and practice.

Our internal marketing and contact team books 3 to 4 appointments into your diary each day. You will receive client relationship and administrative support for your clients.

Role and Responsibilities
Give an excellent mortgage & protection advice experience to all clients
Be part of a team where there is a culture of sharing knowledge and celebrating success
Ad hoc meetings with directors to discuss progress and ongoing opportunities

Key Skills Required
Excellent communication skills, particularly on the telephone, and a clear ability to build rapport and long-term relationships with clients
Excellent client service standards
First class planning and organisational skills
Strong time management skills
Excellent product knowledge and quick to learn about new products and services

Qualifications & Experience
Required - minimum of 3 years mortgage advice experience
Previous self-employed experience an advantage
A proven and successful record in mortgage & protection sales
Used to working effectively under pressure and to financial targets
Experience in dealing with HNW clients and complex income scenarios an advantage
Experience working with expats and foreign nationals is an advantage
Experience in offering and delivering excellent client service standards

Personal qualities
Natural rapport builder
Ability to work well under pressure
Dedicated, focused
Team player
Able to think independently and creatively
Drive and enthusiasm
Accuracy and an eye for detail
Self-starter with a lot of initiative, an enthusiastic can-do attitude and the flexibility and desire to grow in a fast-paced, supportive company

Package
Title: Senior Mortgage Advisor
Job type: Full time, permanent
Location: Hybrid role. Frome Business Park, Frome, BA11 4FN
Hours: 9.00am to 5.30pm, Monday to Friday
Holiday: 22 days (plus statutory), increasing to 25 days after 3 full years' service
Basic salary: £45k pa
OTE: Year 1 £55k+, Year2 £65k+, Year 3 £80k+
Company pension scheme: in line with auto-enrolment

Job Type: Full-time

Pay: £45,000.00-£80,000.00 per year

Additional pay:
Commission pay
Benefits:
Company events
Company pension
On-site parking
Work from home
Schedule:
Monday to Friday

Application question(s):
Do you have 3 year plus proven track record in mortgage sales?

Work Location: Hybrid remote in Frome, BA11 4FN

Application deadline: 31/07/2024
Reference ID: Senior Adviser - BA11

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