About Company
Hiring.zycto is rapidly growing, setting new benchmarks in the financial services sector. We champion a client-first philosophy, empowering our team to deliver exceptional service and expert guidance. This role offers a unique opportunity for a meticulous Mortgage Advisor to thrive in an environment that values precision, comprehensive client support, and professional development. We believe in fostering a collaborative culture where your expertise in documentation and client engagement directly contributes to our collective success and our clients’ financial futures. Join us to make a tangible impact daily.
Job Description
Are you a highly organised and client-focused Mortgage Advisor with a passion for meticulous documentation and unparalleled client support? Hiring.zycto is seeking a dedicated Mortgage Advisor to join our dynamic team in Jordanhill, Glasgow. This pivotal role goes beyond traditional advisory, focusing heavily on ensuring a seamless and efficient mortgage application process for our valued clients from initial inquiry through to completion. You will be the linchpin in managing client communications, preparing detailed documentation, and providing crucial administrative support that underpins our advisory services.
In this role, you will be responsible for guiding clients through the complexities of mortgage applications, explaining terms clearly, and ensuring all necessary paperwork is completed accurately and submitted efficiently. Your expertise will be vital in gathering required information, verifying its integrity, and liaising with lenders, solicitors, and other third parties to expedite the process. This isn’t just about processing applications; it’s about building trust, providing reassurance, and delivering an outstanding client experience that reflects our commitment to excellence. We are looking for someone who thrives on precision, possesses exceptional communication skills, and is dedicated to supporting clients every step of the way, making their journey to homeownership as smooth and stress-free as possible. If you are passionate about helping people achieve their property goals and have a keen eye for detail, this is an incredible opportunity to advance your career within a supportive and forward-thinking organisation where your contributions are truly valued.
Key Responsibilities
- Serve as the primary point of contact for clients throughout the mortgage application process, providing regular updates and managing expectations.
- Gather, review, and verify all necessary client documentation (e.g., proof of income, identification, bank statements) to ensure compliance and accuracy.
- Prepare, submit, and track mortgage applications with various lenders, diligently following up on progress and resolving any issues.
- Provide comprehensive administrative support to Senior Mortgage Advisors, including diary management, report generation, and correspondence.
- Liaise effectively with lenders, solicitors, valuers, and other third parties to ensure a smooth and timely completion of mortgage cases.
- Maintain accurate and up-to-date client records within our CRM system, adhering to all data protection and privacy regulations.
- Clearly explain mortgage products, terms, and conditions to clients, ensuring they understand their options and obligations.
- Proactively identify and address potential issues or delays in the application process, communicating solutions to clients promptly.
- Ensure full adherence to regulatory requirements, company policies, and best practice guidelines at all times.
- Contribute to continuous improvement initiatives within the team to enhance efficiency and client satisfaction.
Required Skills
- Minimum 3 years of experience in a mortgage advisory or mortgage administration role.
- Full CeMAP (Certificate in Mortgage Advice and Practice) qualification or equivalent.
- Exceptional organisational skills with a keen eye for detail and accuracy in documentation.
- Proven ability to manage multiple cases simultaneously and work effectively under pressure.
- Strong verbal and written communication skills, with the ability to explain complex information clearly.
- Proficiency in CRM software and Microsoft Office Suite (Word, Excel, Outlook).
- A client-centric approach, demonstrating empathy and a commitment to providing excellent service.
- Strong problem-solving abilities and a proactive attitude.
Preferred Qualifications
- Experience with a range of mortgage products, including residential, buy-to-let, and remortgages.
- Knowledge of Scottish mortgage market specifics and legal processes.
- Familiarity with financial services compliance regulations (FCA).
- Experience using specific mortgage sourcing and submission platforms.
Perks & Benefits
- Competitive salary package with performance-related bonuses.
- Comprehensive health and wellness benefits.
- Generous pension scheme.
- Opportunities for continuous professional development and career progression.
- Supportive and collaborative work environment.
- 25 days annual leave plus public holidays.
- Modern office located in Jordanhill with excellent transport links.
- Employee assistance programme.
How to Apply
Ready to make a significant impact in a thriving financial services firm? We encourage you to take the next step in your career with Hiring.zycto. Please click on the application link below to submit your CV and a covering letter outlining your relevant experience and why you are the ideal candidate for this role. We look forward to reviewing your application.