Mortgage Advisor

Mortgage Advisor

Monument Full-Time 28800 - 48000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Help clients find the best mortgage solutions and guide them through the application process.
  • Company: Join a reputable whole of market broker with a supportive and fun team environment.
  • Benefits: Enjoy a competitive salary, uncapped commission, and flexible hybrid working options.
  • Why this job: Be part of a thriving team where experienced Advisors earn over £200K and support each other.
  • Qualifications: Must have CeMAP qualification and at least 2 years of experience in mortgage advising.
  • Other info: Opportunity for professional growth with training sessions and industry events.

The predicted salary is between 28800 - 48000 £ per year.

THE OPPORTUNITY: Get Recruited is working with a well-established and reputable whole of market broker, who due to growth have an exciting opportunity for an experienced Mortgage & Protections Advisor to join their longstanding team. You will be working alongside Advisors with 13, 10, and 17 years of service with the business in a friendly, fun and supportive environment. With Advisors taking home £200K+ in the business, you will be looked after financially as well as in benefits and flexibility. This is a fantastic opportunity for an experienced Mortgage Advisor or Mortgage Broker to join a firm offering a highly competitive commission structure, a fantastic working environment and a supportive Director.

RESPONSIBILITIES:

  • Engage with new and existing clients to understand their mortgage and lending needs
  • Deliver clear, accurate, and FCA-compliant mortgage advice tailored to each client
  • Assist clients with application form completion
  • Submit fully packaged mortgage applications to lenders and manage the end-to-end process
  • Ensure full compliance with internal procedures and FCA guidelines throughout the customer journey
  • Liaise with all stakeholders involved in the application process; lenders, surveyors, solicitors, etc.
  • Provide regular updates to clients regarding application progress
  • Maintain accurate and up-to-date records on CRM systems, including re-broking dates and contact history
  • Upload all client documents securely to the system and follow paperless office protocols
  • Update shared tools such as Google Sheets and performance trackers as required
  • Attend industry events, CPD sessions, and training seminars to enhance your product and market knowledge

THE PERSON:

  • CeMAP (or equivalent) qualification is essential
  • Equity Release qualification required (or must be obtained within 12 months of joining)
  • Minimum 2 years' experience in a Mortgage Advisor or Mortgage Broker role
  • Strong organisational skills with excellent attention to detail
  • Confident communicator with a friendly and professional manner
  • Experience using CRM systems

TO APPLY: Please send your CV for immediate consideration. Get Recruited is acting as an Employment Agency in relation to this vacancy.

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Contact Detail:

Get-Recruited (UK) Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Advisor

✨Tip Number 1

Network with current Mortgage Advisors or Brokers in your area. Attend local industry events or seminars to connect with professionals who can provide insights about the company culture and expectations at StudySmarter.

✨Tip Number 2

Familiarise yourself with the latest mortgage products and market trends. Being knowledgeable about current offerings will not only boost your confidence but also impress potential employers during discussions.

✨Tip Number 3

Prepare to discuss your previous experiences in detail, especially how you've successfully managed client relationships and complex applications. Real-life examples will demonstrate your expertise and suitability for the role.

✨Tip Number 4

Showcase your organisational skills by being ready to explain how you manage your workload and ensure compliance with FCA guidelines. Highlighting your attention to detail will set you apart from other candidates.

We think you need these skills to ace Mortgage Advisor

CeMAP Qualification
Equity Release Qualification
Mortgage Application Processing
FCA Compliance Knowledge
Client Relationship Management
Strong Organisational Skills
Attention to Detail
Effective Communication Skills
Stakeholder Liaison
CRM System Proficiency
End-to-End Mortgage Process Management
Problem-Solving Skills
Time Management
Adaptability to Change

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience as a Mortgage Advisor or Broker. Emphasise your CeMAP qualification, any equity release qualifications, and your organisational skills. Use specific examples to demonstrate your success in previous roles.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the mortgage industry and your understanding of client needs. Mention your experience with FCA-compliant advice and your ability to manage the end-to-end mortgage application process.

Highlight Key Skills: In your application, focus on key skills such as communication, attention to detail, and proficiency with CRM systems. Provide examples of how you've successfully engaged with clients and managed their mortgage needs.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial in the mortgage advisory role.

How to prepare for a job interview at Get-Recruited (UK) Ltd

✨Know Your Mortgage Products

Make sure you have a solid understanding of various mortgage products and the current market trends. This will help you answer questions confidently and demonstrate your expertise during the interview.

✨Showcase Your Compliance Knowledge

Since compliance is crucial in this role, be prepared to discuss your experience with FCA guidelines and internal procedures. Highlight any specific instances where you ensured compliance in your previous roles.

✨Demonstrate Client Engagement Skills

Prepare examples of how you've successfully engaged with clients in the past. Discuss your approach to understanding their needs and how you tailored your advice accordingly.

✨Familiarise Yourself with CRM Systems

As experience with CRM systems is essential, be ready to talk about the systems you've used and how you've maintained accurate records. Mention any specific tools or software you're proficient in.

Mortgage Advisor
Get-Recruited (UK) Ltd
Location: Monument
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