SENIOR MORTGAGE ADVISOR

Join our Wealth Planning Team.

 

Our Mission

Our Mission

At Sedulo we are building a world class team to deliver our mission to make positive change in the communities we work in. We do this by:

  • Working with our clients to transform their business and personal finances
  • Connecting and contributing to the business community in the cities we are located in
  • Working with charities by volunteering, fundraising and influencing change both now and in the future through the Sedulo Foundation
  • Being a great place to work and develop your career

 

The opportunity & role

Role Purpose

Working from either our Manchester, London, Leeds or Liverpool offices you will responsible for providing bespoke mortgage advice to a diverse range of clients spanning across a multitude of sectors and locations.

Role Responsibilities

  • Building a strong internal network amongst colleagues of the firm in order to identify opportunities
  • Servicing enquiries from clients of the wider firm and within your own network
  • Undertaking detailed analysis of a client’s situation and, undertaking market research and making appropriate recommendations
  • Ensuring clients are informed of and understand those solutions that best meet their needs
  • Drafting suitability reports and associated paperwork to a high standard
  • Liaising with providers to completion
  • Communicating effectively with clients
  • Ensuring all relevant documentation held within a client file is compliant
  • Ensuring the firm’s compliance processes and procedures at all times
  • Complying with the Financial Services and Markets Act 2000, the FCA’s Statements of Principle and Code of Practice, as well as the relevant rules from the FCA, at all times
  • Keeping up to date with relevant regulatory, product, legislative, and technical requirements

Knowledge Skills & Experience

Knowledge, Skills and Experience Required

  • Robust experience working as ideally an independent mortgage broker
  • Qualified in CeMAP or equivalent
  • CAS status with current employer
  • Record of hitting and exceeding revenue targets
  • A good technical knowledge across a range of mortgage products
  • Strong networking skills and ability to establish relationships with clients
  • Excellent time and organisational skills
  • A flexible and dynamic approach to work
  • Discretion and an understanding of the need for client confidentiality.
  • An ethical and professional approach to work

See some of our perks & benefits...

What we offer

  • A company culture where we get results together, we give back together, we have fun together
  • A company recognised by Investors in People for our attitude and commitment to training and development
  • A training and development plan tailored entirely to you with the opportunity to gain relevant professional qualifications
  • A fast paced career with clearly defined career progression
  • An open plan workspace recognised by the likes of the BBC as one of the UK’s quirkiest offices, featuring an in-office bar and much more
  • Healthcare benefits including cash back dental, optical and medical support, including alternatives therapies
  • Perks including free breakfast, afternoon tea and an annual Christmas trip abroad
  • All the usual advantages you would expect from a good employer, including your birthday off as a paid holiday

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