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Mortgage advisor

Chippenham (Wiltshire)
DMI Finance
Mortgage advisor
Posted: 22 July
Offer description

A fantastic opportunity has arisen for someone who wants to develop their career in mortgage broking. We are looking for an Advisor to join our well-established, busy residential and commercial team.

The ideal candidate will be confident and ambitious with a mature personality. You will be CeMAP qualified and already hold Competent Advisor Status (CAS), ensuring you can provide expert advice. This role offers a fantastic opportunity to work with a dynamic and client-focused team, helping customers achieve their home ownership and financial goals.

You must be literate and numerate with strong IT skills, a team player with good sales acumen, and someone who will be committed to the role.


Key Responsibilities

* Provide advice tailored to clients' specific needs and circumstances
* Assess clients' financial situations and recommend suitable mortgage products from a comprehensive panel of lenders
* Stay up-to-date with market trends, lender criteria, and regulatory changes
* Build and maintain strong relationships with clients, ensuring excellent customer service and repeat business
* Ensure compliance with Financial Conduct Authority regulations and company policies
* Liaise with lenders, solicitors, and other third parties to facilitate legal completion


Qualifications and Experience

Essential

* CeMAP (Certificate in Mortgage Advice and Practice) qualified
* Competent Advisor Status (CAS)

Desirable

* Previous broking experience


Skills and Attributes

* Strong interpersonal and communication skills
* High level of attention to detail and accuracy
* Ability to manage time effectively and achieve good outcomes
* Confidence in handling client queries and offering clear, concise advice
* Proficient in IT, including CRM systems and Microsoft Office


What We Offer

* Opportunities for career progression within the commercial and development sector
* Competitive salary and quarterly bonuses: OTE £65k +
* Continuous professional development
* Supportive and collaborative team environment
* Administrator support
* Pension scheme
* Hybrid working from home arrangement
* Monday to Friday
* Free parking

Driving licence essential


Seniority level

Entry level


Employment type

Full-time


Job function

Finance and Sales

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