Company Description
Heron Financial is a pioneering B Corp mortgage broker in the UK, dedicated to making mortgages accessible while positively impacting the environment and the community. We blend expert human advice with our award-winning digital platform, Everglades, to offer a seamless, paperless mortgage process. With access to over 12,000 deals and broker-only offers, we help clients move faster and smarter. Over the past 14 years, we've maintained five-star ratings on Google and Trustpilot by simplifying the mortgage process for thousands of clients.
Role Description
This is a full-time on-site role for a Mortgage Advisor located in Rickmansworth. The Mortgage Advisor will be responsible for guiding clients through the mortgage process, from initial consultation to completion, and ensuring they secure the best possible mortgage deals. Day-to-day tasks include assessing clients' financial situations, advising on mortgage products, liaising with lenders and solicitors, and maintaining up-to-date knowledge of the mortgage market.
Qualifications
* Experience in Mortgages, Mortgage Marketing, and Financial Planning
* Strong background in Finance and financial assessment
* CeMap Qualified or equivalent qualification in mortgage advice
* Excellent interpersonal and communication skills
* Proven ability to manage multiple clients and deadlines efficiently
* Proficiency in using digital platforms and tools to streamline the mortgage process