Role Overview & Mandate
Executive Summary
The opportunity - OTE £80k+Clifton Private Finance is looking for an experienced senior mortgage adviser to join our team,...
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The opportunity - OTE £80k+
Clifton Private Finance is looking for an experienced senior mortgage adviser to join our team, dealing mainly with high value clients and larger mortgages. This is a hybrid role working 4 days in the office and 1 day from home. After 6 months’ probation, there is scope to increase this to 2 days working from home.
What we do
Clifton Private Finance is a progressive and dynamic marketing platform and specialist finance brokerage based in Bristol and Cardiff. 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. Reporting to our Head of Mortgages you will be part of developing a strong working broker team with excellent working standards and practice. The team will have dedicated client relationship support.
Role and Responsibilities
- Give an excellent mortgage & protection advice experience to all clients
- Working with the Head of Mortgages to empower knowledge share and a positive team atmosphere among brokers and other staff
- 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 5 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/asset related scenarios
- Experience working with expats and foreign nationals 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 Adviser
- Job type: Full time, permanent
- Location: TBC
- Hours: 9.00am to 5.30pm, Monday to Friday
- Holiday: 22 days (plus statutory), increasing to 25 days after 3 full years’ service
- OTE: £80k+
- Company pension scheme: in line with auto-enrolment
Job Type: Full-time
Salary: £36,312.00-£82,711.00 per year
Benefits:
- Company events
- Company pension
- Work from home
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Bristol: reliably commute or plan to relocate before starting work (required)
Work Location: Hybrid remote in Bournemouth
Reference ID: Senior Adviser - BH9
