Client/Mortgage Adviser

Coast Specialist Recruitment
City of London, London
10 Jun 2017
10 Jul 2017
Contract Type
Full Time

Client Adviser

Central London

£25,000 per annum

£70,000 OTE

An excellent opportunity has arisen for an experienced Mortgage & Protection Adviser to join an award-winning specialist mortgage brokerage based in the City of London.


  • To Identify our customer’s financial needs and advise them with the products that would best suit their requirements.
  • Ensure our customers understand the products and services
  • Complete customer interviews by appointment and on demand and make sales that meet our customers’ needs
  • Deliver a professional and credible service and ensure your knowledge is always up to date
  • Work to and deliver against weekly sales targets
  • Ensure that you provide excellent customer service throughout the mortgage application process
  • Ensure that our business to business service level agreements are adhered to
  • Attend evening and weekend networking events, housing exhibitions and shows and development launches when required

Skills and Experience Required

  • A minimum of 2 years’ experience as a face to face Mortgage & Protection Adviser is essential
  • Previous experience of providing advice for affordable housing products is preferred
  • CeMap or other industry recognised qualification
  • Excellent, empathetic communicator with a real flair for getting into the detail of things
  • Ability to demonstrate excellence in your field
  • Proven track record of working in a targeted sales environment
  • Providing excellent customer service
  • Proven customer relationship management experience
  • Previous use of mortgage-specific software
  • Works on own initiative and able to prioritise own workload


  • Laptop/mobile phone
  • 20 days holiday excluding statutory public holidays
  • On-going training and development
  • Pension
  • Additional staff benefits under review