Pinnacle Financial Solutions Ltd
Mortgage Advisor
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Pinnacle Financial Solutions Ltd
Pinnacle Financial Solutions Ltd is a fast-growing UK financial services firm dedicated to helping individuals and families achieve their financial goals through expert advice and personalised solutions. We specialise in Mortgage Services, Protection Insurance, Wills & Estate Planning, delivering a customer-centric approach built on trust, professionalism and long-term relationships.
As part of our continued expansion, we are looking for CeMAP-qualified Mortgage Advisors to join our growing team. Whether you are a newly CeMAP-qualified candidate looking to launch your career or an experienced Mortgage Advisor, Pinnacle offers a supportive environment, structured training, continuous learning and excellent opportunities for long-term career growth.
Job Description
- Conduct consultations to understand clients' financial circumstances and mortgage requirements.
- Assess affordability and recommend suitable mortgage solutions based on clients' needs.
- Guide clients through the mortgage application process from initial enquiry to completion.
- Build and maintain strong relationships by delivering exceptional customer service.
- Liaise with lenders, solicitors, estate agents and other stakeholders to ensure smooth case progression.
- Maintain accurate customer records and documentation.
- Stay up to date with UK mortgage products, lending criteria and market developments.
- Ensure all advice and activities comply with FCA regulations and company policies.
- Contribute towards achieving individual and team performance goals.
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Requirements
- CeMAP qualification is mandatory.
- Newly CeMAP-qualified candidates and experienced Mortgage Advisors are both encouraged to apply.
- Freshly qualified CeMAP candidates will receive comprehensive onboarding, product training, mentoring and ongoing support to build the knowledge and confidence required to succeed in the role.
- Previous experience in mortgage advice, banking or financial services is an advantage but not essential for newly qualified CeMAP candidates.
- Excellent communication and interpersonal skills.
- Strong customer service and relationship-building abilities.
- Good analytical and problem-solving skills.
- Proficiency in Microsoft Office applications.
- Self-motivated, professional and committed to delivering outstanding customer outcomes.
- Willingness to continuously develop professionally and stay updated with UK mortgage regulations and market trends.
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Why Join Pinnacle?
- Structured training and mentoring.
- Career progression opportunities within a growing UK financial services company.
- Supportive and collaborative work environment.
- Exposure to the UK mortgage and financial services industry.
- Opportunity to develop valuable professional and customer service skills.
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