Mortgage Advisor

About the Role

We are seeking an experienced, motivated, and customer-focused Mortgage Advisor to join our growing team. In this role, you will guide clients through the entire mortgage journey — from initial enquiry to completion — ensuring they receive clear, compliant, and high-quality advice tailored to their needs. This is an excellent opportunity for advisers who are passionate about helping people secure the right mortgage and protection solutions while developing a strong career in financial services.

Key Responsibilities

Client Advice & Relationship Management

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• Provide expert mortgage and protection advice tailored to each client’s financial circumstances and goals.
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• Conduct thorough fact-find assessments to understand client needs.
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• Explain mortgage types, rates, protection products, and associated processes in a clear and accessible manner.
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• Build long-term relationships with clients, estate agents, and other referral partners.
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Mortgage Process & Compliance

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• Manage the full mortgage process — application, submission, and follow-through to completion.
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• Ensure all recommendations follow regulatory requirements and internal compliance standards.
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• Maintain accurate, up-to-date client records and documentation.
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• Stay informed on current mortgage products, lending criteria, and market changes.
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Performance & Business Development

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• Work proactively to convert leads into completed mortgage applications.
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• Develop and maintain strong relationships with referral partners to maximise lead flow.
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• Meet agreed performance targets for activity, compliance, and customer satisfaction.
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• Identify additional opportunities for appropriate protection products and financial solutions.
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Skills & Experience Required

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• CeMAP (or equivalent) qualification – essential.
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• Proven experience as a Mortgage Advisor or Mortgage & Protection Advisor.
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• Strong understanding of mortgage products, underwriting processes, and lender criteria.
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• Excellent communication and rapport-building skills.
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• Ability to work independently and manage a busy pipeline of clients.
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• High level of professionalism, customer focus, and attention to detail.
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What We Offer

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• Competitive commission structure and generous earning potential.
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• High-quality, consistent lead sources.
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• Full administrative and compliance support.
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• Opportunities for progression, development, and additional qualifications.
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• Office-based, Hybrid or self-employed models available depending on location and business structure.
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• A supportive, collaborative working culture with strong operational backing.
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Ideal Candidate Profile

We’re looking for someone who is:

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• Confident in giving regulated mortgage and protection advice.
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• Highly driven, proactive, and thrives in a sales-through-service environment.
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• Able to build trust quickly with clients and partners.
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• Organised and capable of managing multiple cases at varying stages.
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• Motivated for both customer outcomes and commercial success
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