Mortgage Broker

Job Description

Jo (Mrs H) at Avocet Commercial Careers has an outstanding opportunity for a Mortgage Broker with an independent financial advisory firm near Exeter.

Our client is an established independent financial advisory firm based close to Exeter, specialising in providing holistic financial advice to medical professionals and successful business owners. They believe in honesty, effective communication, and expertise, understanding that finance can be intricate and demanding.

This permanent position is hybrid with the main office in Ottery St Mary. You'll be delivering mortgage and protection advice to the highest standards while building and maintaining professional relationships with clients who are successful in their own fields. With a focus on achieving good client outcomes and adhering to FCA rules, you'll have the opportunity to develop external business relationships and participate in business development projects.

• Determine client expenses, income, insurance coverage, financial objectives, and tax status to advise on suitable mortgages and protection
• Answer client queries regarding ...