Mortgage Adviser

Being one of the country’s top independent financial advisers is no mean feat but our independence is key to everything we do. We believe staunchly that the best financial advice for our clients is independent financial advice.

As we add further expertise to our Chase de Vere proposition, we are recruiting a team of mortgage advisers to assist our medical, dental and private wealth clients with their mortgage requirements.

We are looking for mortgage advisers who thrive on making a positive impact on people’s lives. We work at pace but as one team.

You will provide professional mortgage and protection advice to clients from our long standing relationship with medical partners, our dental partners as well as introductions from our existing private wealth clients.

You will be responsible for generating business by networking, responding to incoming enquiries, arranging client meetings and presenting the most appropriate mortgage advice for your clients.

If you’re the right kind of mortgage adviser to join us, you’ll find:

• A company that wants you to be a success and will do everything we can to make it happen
• A company that will invest heavily in your professional development and keep you at the leading edge of technology
• A company that will give you the time to focus on advice and service, not get bogged down by administration
• A company that will give you the freedom to do what’s best for your clients

• Compile accurate recommendations that reflect client requirements and meet our internal quality standards
• Uphold the business expectation of providing an exceptional service to clients throughout the mortgage application process.
• Maintain and ensure client information is kept up-to-date
• Strive to recognise new business opportunities
• Follow up on all enquiries in a timely manner
• Ensure on-going continuous professional development
• Always put your clients first

• Certificate in Mortgage Advice and Practice  (CeMAP)
• Proven track record of working as a Mortgage Adviser
• Be motivated and driven to exceed

• Be Reliable
• Think Independently
• Create Confidence