Mortgage Advisor

Mortgage Advisor

Ref: 1589Monday 27 June 2022

Dependent on experience

Our client is a long established and highly customer focussed mortgage lender who has recently enjoyed an enviable record of success thanks to their customer centric focus.

They have an exciting opportunity for a Mortgage Advisor to join their team, covering their head office and other locations within the Nottinghamshire/Derbyshire area. This is a permanent opportunity, working 35 hours per week (Monday – Friday) with occasional Saturday mornings (rota based, circa 1 in 3).

Main duties of their 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 for the Mortgage Advisor role will possess:

  • At least 12 month’s experience of selling mortgages and achieving personal and business objectives.
  • CeMAP qualified
  • Knowledge of industry requirements in relation to MCOB, MMR and the certification regime
  • Willingness to be flexible and adaptable to change


This role will be based at our client’s head office with the chance to hybrid work which is currently 3 days in the office 2 days from home.