At a Glance
- Tasks: Deliver mortgage and protection advice to clients, managing the process from consultation to application.
- Company: Join a reputable financial advisory firm known for its loyal client base and supportive team culture.
- Benefits: Enjoy hybrid working, competitive salary, annual bonuses, and 22-30 days holiday.
- Why this job: Be part of a friendly team that values long-term relationships and offers a low-pressure environment.
- Qualifications: Must have CeMAP (or equivalent) and at least 2 years' mortgage advisory experience.
- Other info: Opportunity to build your own client base through warm referrals in a supportive setting.
The predicted salary is between 28000 - 42000 £ per year.
Are you an experienced Mortgage Adviser ready to work with a trusted, whole-of-market broker? Do you want to join a close-knit, professional team that values long-term relationships and truly enjoys what they do? We’re working with a long-established financial advisory firm with a strong, loyal client base and a stellar reputation in the industry. This hybrid role offers the chance to join a down-to-earth, sociable team where people stick around – because they’re well looked after, supported, and enjoy their work.
The Role:
You’ll be delivering clear, compliant mortgage and protection advice to a warm pipeline of clients and introducers. There’s a healthy book of business already in place – and plenty of scope to build your own through referrals. You’ll handle everything from initial consultation through to application submission, maintaining thorough records and CRM updates throughout.
What’s in it for you:
- £35,000–£40,000 basic + tiered bonus (realistic earnings above £60k)
- Hybrid working
- 22 days holiday + bank holidays (rising to 30)
- Annual bonus, death in service cover, pension scheme
- Long-term clients, warm referrals, low-pressure environment
- A genuinely nice team culture – people stay for a reason!
What You’ll Need:
- CeMAP (or equivalent) & at least 2 years’ mortgage advisory experience
- Equity Release qualification – or willingness to complete it in your first 12 months
- Strong diary management, attention to detail, and CRM diligence
- Confidence, clarity, and a customer-first mindset
This role is ideal for someone who wants to take pride in their advice, be part of a supportive team, and build a long-term career. If that sounds like you, hit apply or get in touch for more info.
Mortgage Advisor employer: Aspion Search
Contact Detail:
Aspion Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor
✨Tip Number 1
Network with professionals in the mortgage industry. Attend local finance events or join online forums where you can connect with other Mortgage Advisers. Building relationships can lead to referrals and insider knowledge about job openings.
✨Tip Number 2
Familiarise yourself with the latest mortgage products and market trends. Being knowledgeable will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare for role-specific scenarios that may come up during interviews. Think about how you would handle various client situations, as this will showcase your problem-solving skills and customer-first mindset.
✨Tip Number 4
Research the company culture of the firm you're applying to. Understanding their values and team dynamics can help you tailor your approach and show that you're a great fit for their close-knit environment.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Mortgage Adviser. Emphasise your CeMAP qualification, any equity release qualifications, and your years of advisory experience. Use specific examples to demonstrate your skills in delivering compliant mortgage advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention why you want to join this particular firm and how your values align with their team culture. Highlight your customer-first mindset and your ability to build long-term relationships.
Showcase Your Achievements: In both your CV and cover letter, include quantifiable achievements from your previous roles. For instance, mention how you successfully managed a pipeline of clients or increased referrals through excellent service. This will help you stand out as a candidate.
Proofread Your Application: Before submitting your application, take the time to proofread everything. Check for spelling and grammatical errors, and ensure that all information is accurate and up-to-date. A polished application reflects your attention to detail, which is crucial in the mortgage advisory field.
How to prepare for a job interview at Aspion Search
✨Showcase Your Experience
Be prepared to discuss your previous mortgage advisory experience in detail. Highlight specific cases where you successfully guided clients through the mortgage process, demonstrating your expertise and ability to build relationships.
✨Understand the Company Culture
Research the financial advisory firm’s values and team culture. Be ready to explain why you would be a good fit for their close-knit, sociable environment, and how you can contribute positively to their team dynamics.
✨Demonstrate Your Customer-First Mindset
Prepare examples that illustrate your commitment to putting clients first. Discuss how you’ve handled client concerns or challenges in the past, ensuring you convey your dedication to providing clear and compliant advice.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company. Inquire about their approach to client relationships, team support, and opportunities for professional development, showing your genuine interest in the position and the firm.