Senior Mortgage Adviser

About the job

Limetree is an established whole of market mortgage brokerage based in Cambridge.

An exciting opportunity has arisen within our head office for a Senior Mortgage Adviser. The position is a full time role based in our offices in Histon. The successful applicant will report to company Director, Michael Taylor-Brown.

The Role

  • Provide mortgage advice to new and existing customers in line with individual needs and circumstances, sourcing the best products from the whole of market.
  • Review client’s protection requirements to ensure most suitable arrangements put in place for the client’s requirements.
  • Provide clients with comprehensive recommendation packs, including KFIs and supporting documents, in line with the company’s best practice.
  • Package cases through to submission, ensuring completion of compliant files in line with the company sales process.
  • Updating client records on internal systems, in line with the company’s record keeping and file requirements
  • Build strong and trusted customer relationships and ensure a high level of customer satisfaction
  • Working to industry and company compliance and regulations.
  • Adhering at all times to the principles of “treating customers fairly”
  • Developing appropriate relationships with lenders
  • Maintain and document CPD in line with company and FCA requirements

What we require from you:

  • CeMap or equivalent
  • CAS – Competent Advisor Status
  • Whole of Market experience
  • Track record of dealing with a range of varied client needs and mortgage types e.g. interest-only borrowing, lending into retirement, debt consolidation, second charges, Limited company.
  • Strong understanding of mortgage and protection products and legislation
  • Excellent communication skills in order to deal professionally and competently with third parties, clients and the administration team
  • Self motivated, able to prioritise and manage time productively
  • Dedicated and committed to achieving targets

What we provide you:

  • Trusted brand in mortgage advice in Cambridge area
  • Ongoing training and support
  • State of the art back office system with administration support

How to apply:

Send CV and covering letter.

Apply now

Junior Mortgage Administrator

About the job

Limetree is an established whole of market mortgage brokerage based in Cambridge.

An exciting opportunity has arisen within our head office for a Junior Mortgage Administrator. The position has become available due to expansion and is a full time role working Monday to Friday 9am – 5.30pm.

Read more

Mortgage Administrator

About the job

Limetree is an established whole of market mortgage brokerage based in Cambridge.

An exciting opportunity has arisen within our head office for a Mortgage Administrator. The position has become available due to expansion and is a full time role working Monday to Friday 9am – 5.30pm.

Read more