Our client is setting up an accountancy practice to run alongside the mortgage broker business. Within the accountancy practice there will be a wealth manager, an accountant and finally a mortgage broker (this position). You will work in conjunction with the team and they will feed you HNW mortgage leads. Many of the clients will be business owners so will involve some complex mortgages and also be dealing with the likes of investment income and tax.
Responsibilities of a Mortgage Broker;
• Advise customers on their whole of market mortgage options, using their in-house software.
• Work with business owners and HNW leads.
• Ensure customers are fully informed throughout the process.
• Work closely with the wealth manager and accountant.
• Ensure all of your work is completed to high standards and is compliant.
Requirements to Become a Mortgage Broker here;
• Must hold full CeMAP... qualification.
• At least 3 years’ experience in mortgage and protection advice (whole of market)
• Worked within an IFA’s practice or accountancy firm (preferred but not essential)
• Based in London
Benefits of joining as a Mortgage Broker here;
• 30k - 35k basic + 10% - 20% commission.
• Directly authorised.
• Full admin support.
If you are a Mortgage Broker seeking a new role, please apply.