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Director at Bright Box Financial Services
We're looking for an experienced Mortgage & Protection Broker to join our expanding team here at Bright Box FS and come along on the exciting journey we've got planned ahead!
Company Description
Bright Box FS provides efficient, creative, and accurate advice across various financial services. We specialise in mortgages including residential, buy to let, commercial, development, and bridging. Additionally, we offer non-investment insurances for individuals and businesses, such as life cover, critical illness cover, and income protection. Our commitment is to deliver tailored financial solutions to meet the diverse needs of our clients.
Role Description
This is a full-time hybrid role for a Mortgage & Protection Broker located in Watford, with some work from home flexibility. The Mortgage Broker will be responsible for assessing client needs, providing mortgage advice, and following the company's regulated process up until the point of completion. Day-to-day tasks include client meetings, research, preparing and submitting applications, liaising with lenders, and ensuring client satisfaction through exceptional service.
A Brief Overview of Required Skills & Qualifications
* Experience in mortgage broking
* Extensive knowledge of the mortgage and protection market
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal skills
* Ability to work both independently and as part of a team
* Relevant certifications or qualifications in mortgage advice and finance
* Ability to use microsoft office systems proficiently along with the strong understanding of following the regulated process for the use of the company's CRM
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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