New Build Mortgage Adviser

Are you an experienced New Build Mortgage adviser?

Are you an experienced Mortgage adviser wanted to move into the New Build industry?

Threshold Financial Services Ltd are on the look out for a new Mortgage adviser to join there expanding New Build team.

If you are based in and around Cardiff, Bristol, Gloucestershire, Swindon or Reading this is a great opportunity.

As a Mortgage adviser in the new build team, you will be working in a fast growing, industry leading team that is going from strength to strength. With all leads provided, you will be working with a number of newbuild sites across the South West to deal with incoming enquiries and qualifying perspective buyers. Providing advice across mortgages and protection and working in partnership with the admin team to ensure a smooth process from start to finish.

This is an employed, hybrid role. You will be required to visit our New Build sites local to you, you will also be required to work weekend shifts per month.

Your responsibilities will include:

• Understand clients’ individual circumstances and requirements and provide advice and recommendation on Mortgage and Protection products
• Nurture and grow relationships with developers including regular site visits in your area
• Collaborate with the team to ensure excellent customer service.
• Carry out continued professional development to ensure you stay up to date on industry regulation and products.

You will need:

• CeMAP or equivalent is essential
• To be based in and around Cardiff, Bristol, Gloucestershire, Swindon or Reading
• A passion for great customer service.
• Motivated and energetic, to succeed in a fast-paced environment.
• Excellent communication skills both verbal and written
• Excellent relationship management and rapport building skills

This is a great opportunity for someone wanted to work as part of a team and to have your own autonomy and be successful.

Threshold Mortgage Advice have been offering professional financial and mortgage advice since 2004 and during this time have been one of the mortgage adviser firms recommended by some of the leading UK House builders and Housing Associations as well as winning numerous awards. With head offices in Southampton they have expanded to Dartford and Exeter to meet demand and continue to grow.

Threshold Mortgage Advice is an appointed representative of The Openwork Partnership, we are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including our ownership structure – at The Openwork Partnership we are owned by our appointed representative firms, Bain Capital and our employees so is somewhat of a democracy. We boast a broad proposition with deep ties to providers, and being one of the largest advice networks in the UK, we have some serious resources at our disposal, and put the development of our colleagues, advisers and firm support staff first, with our very own Business School. Here at The Openwork Partnership we all come together through the Openwork Foundation – who have donated over £22m to UK registered charities since it was founded.