Mortgage Advisor

Our client is seeking a Mortgage Adviser to join its expanding team. This role is primarily focused on providing expert mortgage and protection advice to clients whilst managing applications from initial enquiry through to completion. The successful candidate will work independently and collaboratively within the advisory and administration team to ensure high-quality customer service. This position is full-time, with working hours from 9.00 am to 5.30 pm, Monday to Thursday, and 9.00 am to 5.00 pm on Friday. The Mortgage Adviser will report to the Mortgage Manager and is expected to maintain effective relationships with clients and third parties. The role provides an opportunity for personal growth and professional development, particularly for those currently in a mortgage back-office or administrative role seeking to transition into an advisory capacity.

JOB DUTIES:

• Provide mortgage advice to clients in person, by telephone and by email.
• Gather and assess relevant client information and explain suitable mortgage and protection options clearly.
• Prepare, process and submit mortgage and insurance applications accurately and promptly.
• Maintain regular communication with clients, lenders and relevant third parties throughout the application process.
• Maintain accurate client records and use company systems and online lender platforms in accordance with established procedures.
• Provide support to colleagues and contribute to team discussions on business development, process improvements, company updates and staff initiatives.
• Deliver a consistently high standard of customer service in all communications.

JOB REQUIREMENTS:

• Applicants will preferably hold the Certificate in Mortgage Advice and Practice (CeMAP) or an equivalent recognised qualification and have relevant mortgage experience.
• Experience with a local lender would be useful but is not essential.
• The successful candidate will be approachable, well-organised and committed to delivering excellent customer service.
• They must be able to build effective working relationships, communicate clearly with clients in person and by telephone, and manage their own workload accurately and independently.

WHAT YOU’LL LOVE:

This position offers the chance to engage directly with clients and contribute positively to their financial journeys. The supportive environment encourages continuous professional development with training provided on the company’s procedures and available products. Additionally, the role promises a competitive benefits package, which will be discussed during the recruitment process.

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