Mortgage Advisor
Edinburgh / Central Belt, Scotland - hybrid
Salary dependent on experience + excellent benefits
Our client, a renowned Building Society, has an exciting new opportunity for a Mortgage Advisor to join their growing team. Reporting to the Mortgage Advice Manager, you will provide high-quality mortgage advice to both new and existing members, supporting their retention strategy, and preparing mortgage applications for underwriting. Additionally, the Mortgage Advisor will maintain and develop good working relationships with market intermediaries.
This role also involves managing the front and back-book sales customer journey by effectively communicating and engaging with customers. This ensures that customers can make informed, timely decisions about financial products and services, and take responsibility for their actions and decisions, including those with characteristics of vulnerability.
The role will ideally be based at their Head Office in Edinburgh and has the ability to be worked on a hybrid basis, with time spent between the office and home. They would also be open to someone working from their Glasgow office.
Duties will include:
- Conduct mortgage interviews and provide appropriate advice in line with regulatory requirements
- Process and package new mortgage applications for underwriting
- Manage retention activity and support additional borrowing requests
- Maintain excellent customer service across face-to-face, telephony and digital channels
- Build strong relationships with intermediaries and internal teams
The successful candidate will possess:
- Recent experience as a Mortgage Advisor within a regulated lending environment
- Strong understanding of mortgage products and current regulatory requirements
- CeMAP (or equivalent) — CeRER desirable
In return you will receive a competitive salary and additional benefits which includes bonus scheme up to 10%, generous pension scheme, private health care and standard 30 days holiday (plus Bank Holidays).
If you are looking for a customer focussed mortgage advisor role where the advice you give is more important than the sales targets you achieve, then we would love to hear from you.