My client is seeking aMortgage Advisorwith at least two years experience to join a small team in St. Albans. The successful candidate will provide high-quality mortgage advice, guiding clients through the entire mortgage process and recommending suitable products based on individual needs and financial circumstances.
Key Responsibilities
Provide professional, compliant mortgage advice tailored to clients financial situations
Conduct detailed fact-finds to assess client needs, affordability, and eligibility
Recommend suitable mortgage and protection products in line with FCA regulations
Manage mortgage applications from initial enquiry through to completion
Build and maintain long-term relationships with clients, estate agents, lenders, and solicitors
Keep up to date with mortgage products, lender criteria, and market changes
Ensure accurate record keeping and compliance with all regulatory requirements
Meet individual and team performance targets while maintaining high service standards
Skills and Experience Required
Previous experience as a Mortgage Advisor or Mortgage Broker
CeMAP qualification (or equivalent) is desirable
Strong knowledge of the UK mortgage market and lender criteria
Excellent communication and interpersonal skills
Ability to manage multiple cases efficiently and work to deadlines
Professional, ethical, and customer-focused approach
Confident using CRM systems and mortgage sourcing software
Monday to Friday 8.30am to 6pm
£35,000 basic, up to £60,000 OTE
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