Mortgage Advisor

Mortgage Advisor

Ref: 1422Monday 22 November 2021

£competitive salary



The Mortgage Advisor role supports direct customers and is based within a modern, customer focussed financial services organisation, combining the traditions of a mature organisation with the energy and enthusiasm of a modern one.  Products are based around specialist mortgages and savings with customer service delivered with a personal touch, at the core of their business.


As a member of the sales team, the purpose of this role is to actively contribute to the achievement of business objectives and standards for direct mortgage business and borrower retention, and the generation of non-interest income through the sale of general insurance and protection products.


You will be covering their head office and other locations within the Nottinghamshire/Derbyshire area and so a car is required (business travel paid for at 45p / mile), however many appointments are currently undertaken on the telephone. This is a permanent opportunity, working 35 hours per week (Monday – Friday) with occasional Saturday mornings (rota based, circa 1 in 3).


Responsibilities of the Mortgage Advisor:


  • To advise upon, and sell, mortgage products that meet the identified needs of customers and prospective customers, and to pro-actively work as part of the team to meet business objectives by helping to retain existing mortgage customers.
  • To generate non-interest income through third party lead generation for general insurance and mortgage protection products, and lead generation to third parties for mortgage referrals outside of the lending criteria.
  • To support Direct Sales, meet its business growth objectives including targets, workflow and service standards.
  • Together with other members of the sales team produce a working plan to achieve the targets and objectives. 
  • Keep comprehensive records of sales and business development activity, and performance against personal targets.
  • To provide support and assistance with the promotion of new products and any other promotions aimed at attracting and retaining mortgage business.


The successful candidate will possess:


  • At least 12 month’s experience as a Mortgage Advisor
  • CeMAP qualified
  • Knowledge of industry requirements in relation to MCOB, MMR and the certification regime
  • Willingness to be flexible and adaptable to change




On offer to the successful candidate is a competitive salary with additional £1k per annum for CeMAP holders with an additional bonus depending on performance (up to £1500).  There is also the wider company benefits which includes a matched pension contribution up to 5%.