Job Description
About the Role
We are seeking an experienced, motivated, and customer-focused Mortgage Advisor to join our growing team. In this role, you will guide clients through the entire mortgage journey — from initial enquiry to completion — ensuring they receive clear, compliant, and high-quality advice tailored to their needs. This is an excellent opportunity for advisers who are passionate about helping people secure the right mortgage and protection solutions while developing a strong career in financial services.
Key Responsibilities
Client Advice & Relationship Management
* Provide expert mortgage and protection advice tailored to each client’s financial circumstances and goals.
* Conduct thorough fact-find assessments to understand client needs.
* Explain mortgage types, rates, protection products, and associated processes in a clear and accessible manner.
* Build long-term relationships with clients, estate agents, and other referral partners.
Mortgage Process & Compliance
* Manage the full mortgage process — application, submission, and follow-through to completion.
* Ensure all recommendations follow regulatory requirements and internal compliance standards.
* Maintain accurate, up-to-date client records and documentation.
* Stay informed on current mortgage products, lending criteria, and market changes.
Performance & Business Development
* Work proactively to convert leads into completed mortgage applications.
* Develop and maintain strong relationships with referral partners to maximise lead flow.
* Meet agreed performance targets for activity, compliance, and customer satisfaction.
* Identify additional opportunities for appropriate protection products and financial solutions.
Skills & Experience Required
* CeMAP (or equivalent) qualification – essential.
* Proven experience as a Mortgage Advisor or Mortgage & Protection Advisor.
* Strong understanding of mortgage products, underwriting processes, and lender criteria.
* Excellent communication and rapport-building skills.
* Ability to work independently and manage a busy pipeline of clients.
* High level of professionalism, customer focus, and attention to detail.
What We Offer
* Competitive commission structure and generous earning potential.
* High-quality, consistent lead sources.
* Full administrative and compliance support.
* Opportunities for progression, development, and additional qualifications.
* Office-based, Hybrid or self-employed models available depending on location and business structure.
* A supportive, collaborative working culture with strong operational backing.
Ideal Candidate Profile
We’re looking for someone who is:
* Confident in giving regulated mortgage and protection advice.
* Highly driven, proactive, and thrives in a sales-through-service environment.
* Able to build trust quickly with clients and partners.
* Organised and capable of managing multiple cases at varying stages.
* Motivated for both customer outcomes and commercial success