Mortgage Advisor (Kochi)

Mortgage Advisor (Kochi)

16 Aug
|
Pinnacle Financial Solutions
|
Kochi

16 Aug

Pinnacle Financial Solutions

Kochi

Company Description Pinnacle Financial Solutions Ltd is a fast-growing UK financial services firm dedicated to helping individuals and families achieve their financial goals through expert advice and personalised solutions. We specialise in Mortgage Services, Protection Insurance, Wills & Estate Planning, delivering a customer-centric approach built on trust, professionalism and long-term relationships. As part of our continued expansion, we are looking for CeMAP-qualified Mortgage Advisors to join our growing team.

Whether you are a newly CeMAP-qualified candidate looking to launch your career or an experienced Mortgage Advisor, Pinnacle offers a supportive environment, structured training, continuous learning and excellent opportunities for long-term career growth.

Role Description

- Conduct consultations to understand clients' financial circumstances and mortgage requirements.
- Assess affordability and recommend suitable mortgage solutions based on clients' needs.
- Guide clients through the mortgage application process from initial enquiry to completion.
- Build and maintain strong relationships by delivering exceptional customer service.
- Liaise with lenders, solicitors, estate agents and other stakeholders to ensure smooth case progression.




- Maintain accurate customer records and documentation.
- Stay up to date with UK mortgage products, lending criteria and market developments.
- Ensure all advice and activities comply with FCA regulations and company policies.
- Contribute towards achieving individual and team performance goals.

Qualifications

- CeMAP qualification is mandatory.
- Newly CeMAP-qualified candidates and experienced Mortgage Advisors are both encouraged to apply.
- Freshly qualified CeMAP candidates will receive comprehensive onboarding, product training, mentoring and ongoing support to build the knowledge and confidence required to succeed in the role.
- Previous experience in mortgage advice, banking or financial services is an advantage but not essential for newly qualified CeMAP candidates.
- Excellent communication and interpersonal skills.
- Robust customer service and relationship-building abilities.
- Good analytical and problem-solving skills.
- Proficiency in Microsoft Office applications.
- Self-motivated, professional and committed to delivering outstanding customer outcomes.
- Willingness to continuously develop professionally and stay updated with UK mortgage regulations and market trends.

📌 Mortgage Advisor (Kochi)
🏢 Pinnacle Financial Solutions
📍 Kochi

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: mortgage advisor (kochi) / kochi

Subscribe to this job alert:

Get the latest job offers by email for: mortgage advisor (kochi) / kochi