Mortgage Advisor

Mortgage Advisor

Ref: 1573Thursday 12 May 2022

up to £31k plus annual bonus and benefits

Our client is a highly respected, small but successful financial services organisation who are looking to enhance their team by recruiting a Mortgage Advisor. Reporting to the Mortgage Advice Manager, this role holder will provide a fully compliant service to new and existing members and take responsibility for the customer journey from enquiry to completion and beyond.

The core hours of this role would be 9.00 am – 5.00 pm, however they would be very keen to speak to people who would be open to doing some later evenings or Saturdays in return for time off during the week. Our client is happy with a hybrid approach to the working week, with 3 days at head office and 2 working remotely.

Key duties of the Mortgage Advisor will be: -

  • Develop and maintain regulatory, industry and competitor knowledge as part of CPD, taking ownership of your own development
  • Positively contribute towards the business objectives for both the acquisition and retention of mortgage customers
  • Assist the customer journey from initial enquiry through to completion and beyond
  • As part of the advised process, signpost other products and services that may benefit the customer, including mortgage related protection and make referrals to business partners where appropriate
  • Ensure all documentation is accurate, timely, clear and compliant
  • Build and maintain constructive relationships with multiple internal stakeholders and relevant external parties


The successful candidate will possess:

  • Fully qualified (CeMap)
  • Previous Mortgage Advisor experience