Mortgage Consultant

Sequence Limited; Liverpool; On-site; GBP 60,000 - 80,000; Full time

Job summary

A national estate agent network is seeking a full-time Mortgage Consultant to be based in Liverpool. The successful candidate will assist clients in securing mortgage and insurance products and provide expert guidance on available options. Key responsibilities include client consultations, assessing financial qualifications, and maintaining strong relationships with clients and lenders. The ideal candidate will possess a strong knowledge of the mortgage industry and have exceptional communication skills. A CeMAP qualification is preferred.

Qualifications

• Sound knowledge of the mortgage industry and regulations.
• Strong understanding of mortgage lending processes.
• Proven ability to build and maintain professional relationships.

Responsibilities

• Assist clients with securing mortgage and insurance products.
• Conduct client consultations and assess financial qualifications.
• Maintain strong relationships with clients and lenders.

Skills

Knowledge of mortgage products

Customer service skills

Communication skills

Relationship building

Goal-oriented

Education

CeMAP qualification (or equivalent)

Job description

Sequence (UK) Ltd is a national network of estate agents with over 290 offices operating under 13 well-established trading names, including Barnard Marcus, Brown & Merry, Fox & Sons, and William H Brown. For over 100 years, Sequence has provided expert services in buying, selling, renting, and letting properties, as well as offering mortgages, insurance products, conveyancing, and land and new home solutions. With a focus on delivering exceptional customer experiences, our fully trained and knowledgeable staff work to make the property moving process as seamless as possible. We are dedicated to offering professional and informed advice with a personal touch for individuals, landlords, developers, and corporate clients alike.

Role Description

This is a full-time, on-site position located in Liverpool for a Mortgage Consultant at Sequence UK Ltd. The Mortgage Consultant will assist clients with securing mortgage and insurance products, provide expert guidance on available mortgage options, and ensure all relevant paperwork and compliance requirements are addressed. Responsibilities include conducting client consultations, assessing financial qualifications, recommending suitable mortgage products, and maintaining strong relationships with clients and lenders. The role also involves delivering excellent customer service and meeting sales targets while adhering to industry regulations.

Qualifications

• Sound knowledge of the mortgage industry, including mortgage products and regulations
• Strong understanding of finance and mortgage lending processes
• Exceptional communication and customer service skills
• Proven ability to build and maintain professional relationships
• Goal-oriented with a track record of meeting or exceeding sales targets
• Ability to work well within a team in a dynamic, fast-paced environment
• CeMAP qualification (or equivalent) is highly preferred
• Previous experience in the financial or mortgage sectors is advantageous