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Mortgage Advisor Assets
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2025-12-30
Listing for:
Loveyourassets
Full Time
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Sales
Job Description & How to Apply Below
As a Mortgage Advisor, you will guide clients through mortgage processes, recommend products, and ensure compliance with industry standards.
Responsibilities- Assessed mortgage eligibility for clients
- Advised clients on suitable mortgage products
- Assisted in preparing loan applications
- Negotiated with banks and financial institutions
- Conducted affordability checks and risk assessments
- Ensured compliance with FCA regulations
- Maintained strong lender and client relationships
- Explained mortgage terms and repayment structures to clients
- Assisted clients with refinancing options
- Handled mortgage rejections and advised alternatives
- Maintained detailed records of client cases
- Met monthly business targets for mortgages
- Prepared financial comparison reports for clients
- Collaborated with property sales team
- Stayed updated with mortgage market changes
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