25 October 2014
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Mortgage Advisor CV template

Brian Clive
Address line 1
Address line 2
T: 0661 226 1926
M: 0666 299 2224
E: brian.c@made up email.com

PERSONAL SUMMARY

A self motivated independent mortgage advisor with a successful background in sales and with a proven track record in achieving and exceeding set sales targets. Fully qualified and with experience of dealing with clients from their initial enquiry all the way to mortgage completion. Providing a high degree of customer service by offering the best mortgage advice to home buyers. Presently looking for a suitable mortgage advisor vacancy with a reputable & established mortgage broker of financial company.

CAREER HISTORY

MORTGAGE ADVISOR - Company name
October 2009 - present
Meeting customers, giving mortgage advice and selling mortgages and related ancillary products to them. Providing an excellent customer focused service by identifying a homebuyers needs, then advising them on relevant mortgage products either face to face via email or the phone. 

  • Correctly advising customers on the right mortgage products for them.
  • Comprehensively searching the entire financial market and finding the most suitable mortgage products clients wishing to sell their home or remortgage.
  • Fact finding, researching references and doing to checks to verify a clients financial background and circumstances.
  • Visiting clients at their place of work or their home.
  • Advising and building strong relations with both new and existing clients.
  • Tailoring mortgage packages to fit the individual requirements of homebuyers.
  • Utilizing warm and cold leads and developing them into mortgage sales.

FINANCIAL ADVISOR - company name
April 2008 - October 2009
Based in a busy office advising home buyers on mortgage matters. Also working closely with introducers, brokers and maintaining strong relationships with them.

  • Ensuring that all mortgage applications and transactions are processed correctly.
  • Adhering to all financial requirements.
  • Cross selling financial products.
  • Developed leads from existing bank of clients.
  • When necessary referring clients to colleagues.
  • Providing financial advice to both individuals and also corporate clients.
  • Compiling monthly financial planning reports.
  • Supervised junior office staff and trainee mortgage advisors.
  • Holding regular weekly meetings with senior managers and providing them with progress reports.

PROFESSIONAL EXPERIENCE

Financial

  • Track record in achieving mortgage sales targets.
  • Able to design tailored financial services and mortgage packages to meet individual needs.
  • In depth knowledge of and able to advise on life insurance, pensions, savings, mortgage protection and home insurance.
  • Experience of contractor based underwriting.
  • Having strong influencing skills.
  • Comfortable in dealing with high net worth clients.
  • Computer literate and comfortable in working with outlook and the internet.
  • Proven ability to build a network of my own clients.
  • Comprehensive knowledge of FSA Guidelines and fully aware of all current financial regulations and procedures.
  • Ability to follow every lead closely.
  • Keeping up to date with the property market and assessing economic trends.

Personal

  • Striving hard for continuous improvement.
  • Excellent interpersonal and communication skills to understand and match the needs of clients.
  • Able to listen and demonstrate awareness and understanding of a home buyers needs.
  • Having a Can-do attitude.
  • Flexible approach to working hours in include evenings and weekends.
  • Able and comfortable with using modern technology to be more efficient and effective.
  • Hard working & determined.
  • Providing excellent customer service.
  • Car owner and willing to travel.

KEY COMPETENCIES AND SKILLS

Investments

Sales

Mortgage expertise

Financial planning

Lead generation

Organised

Risk assessment

Closing sales

Financial analysis

Remortgages


Life insurance

Client analysis

PREVIOUS CAREER HISTORY

Mortgage advisor   Estate Agents 2008 - 2008
       
       

ACADEMIC QUALIFICATIONS

Full Cemap Qualified Level 1, Level 2 & Level 3
FPC 1 Financial Planning Certificate


REFERENCES 

Available on request.

Mobility: driving license
DOB: 1982
Languages: French

 


 

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