Overview
High Net Worth (HNW) Mortgage Broker role at Echo Finance.
As a successful and ever-growing brokerage, Echo Finance are looking for talented mortgage advisers to join our expanding team, working with our high net worth (HNW) clients. With us you’ll enjoy a progressive, rewarding career as part of an award winning company with a strong family culture, all the flexibility you need and in-house training opportunities to help you further your career in financial services.
In this role, your main focus will be our high net worth individual clients. On a day-to-day basis, you will tend to their mortgage needs, arranging bespoke deals that are high in value and offering them advice on niche products geared to their specific needs.
Our high net worth mortgage brokers are also expected to take leads for non-HNW clients as and when required.
Responsibilities
* Attend to the mortgage needs of high net worth clients, arranging bespoke deals that are high in value and providing advice on niche products tailored to their specific needs.
* Take leads for non-HNW clients as required.
Qualifications / Requirements
* Experience advising clients on mortgage products, including working with high net worth clients is desirable.
* Ability to communicate effectively and provide professional guidance within a client-focused financial services environment.
Job Details
* Seniority level: Entry level
* Employment type: Full-time
* Job function: Finance and Sales
Note: This description aligns to the role as presented and retains only job-relevant information.
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