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We are seeking a highly skilled and experienced High Net Worth (HNW) Mortgage Advisor to join our 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.
