Mortgage Consultant - Asset Management Business

MB Fitzgerald
Central London / West End
From £45,000 to £60,000 per annum + Bonus + Benefits
14 Feb 2017
14 Mar 2017
Contract Type
Full Time

Our client is a national wealth manager currently seeking to recruit for a Mortgage Consultant to join their financial planning operation based in Mayfair.

Our client seek a professional mortgage advisor who is CeMap qualified, totally focused on customer excellence and able to exceed business expectations.

This is a front line role where you’ll provide specialist advice on our Clients’ largest purchase, delivering tailored mortgage and protection solutions whilst ensuring that your colleagues are armed with the skills and knowledge they need to make effective referrals.


The ideal candidate will demonstrate the following skills and experiences –

Cemap 1,2 and 3 or equivalent – Mandatory


Actively demonstrates competence with; MCOB, ICOB, TCF, data protection and other relevant policies

Thorough understanding of mortgage products

Effective use of computer based systems

Detailed knowledge of the mortgage process


Proven track record of mortgage advice and customer service orientation

Experience of providing mortgage advice within a regulatory framework

An excellent communicator able to demonstrate a high standard of telephony skills and the necessary skills required to overcome challenges of a non F2F environment

Proven track record of managing large caseloads through strong organisational skills

Professional and enthusiastic with proven negotiating experience

Proven ability to work to deadlines and targets

Able to operate outside of own personal objectives & work in a team to achieve business objectives and maximise opportunities

PC literate and able to work across a range of systems