Mortgage Advisor

Mortgage Advisor

Posted 4 years ago

Alexander Daniels Offshore is working with a business based in Jersey to recruit a Mortgage Advisor.


  • Support the mortgage applications of high net worth individuals, through inputting and processing of the clients application, and ensuring that all the required client documentation is present.
  • Proactively develops mortgage opportunities/appointments available via telephone or face-to-face meetings, manages and maintains relationships with both internal and external business introducers and deliver a high level of Client services.
  • Drives sales, meets client needs through identifying and proactively referring clients to other advisers within the group while ensuring that targets are met and corrective action taken where necessary.
  • Responds to high volumes of customer enquiries efficiently and processes mortgage cases paying attention to detail and ensuring all appropriate internal requirements are satisfied.
  • Responsibility for progressing cases through various business channels and deals with personal lending enquiries and satisfies client needs through selling of personal loans and overdrafts.
  • Responsibility for own performance and the upkeep/tracking of records, has strong knowledge of the current mortgage environment and customer trends that affect the business area.
  • As a member of the support team, the individual needs to be able to demonstrate a capacity to support other members of the team when required. Proactive liaising with other advisers to understand their pipeline of cases and active contribution to manage the cases until completion.

Skills and Experience:

  • Have experience in the mortgage market within a wealth/high net worth environment.
  • Experience of working in a banking environment with some knowledge of international financial marketplaces would be desirable.
  • Understanding of the mortgage market and be willing undertake appropriate training and education in order to become a qualified mortgage advisor.
  • Hold full CeMAP / equivalent or be prepared to study for it as full support to obtain this qualification will be provided.

Job Features

Job CategoryAD Offshore
Job LevelPartner
Job IdAD-JSY-1619
Job TimeFull Time

Key Details

CategoryAD Offshore
Ref NumberAD-JSY-1619
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