Mortgage Advisor

A fantastic opportunity has arisen for someone who wants to develop their career in mortgage broking. We are looking for an Advisor to join our well established, busy residential and commercial team.

The ideal candidate will be confident and ambitious with a mature personality. You will be CeMAP qualified and already hold Competent Advisor Status (CAS), ensuring you can provide expert advice. This role offers a fantastic opportunity to work with a dynamic and client-focused team, helping customers achieve their home ownership and financial goals.

You must be literate and numerate with strong IT skills, a team player with good sales acumen and someone who will be committed to the role.

Key Responsibilities

• Provide advice tailored to clients\’ specific needs and circumstances
• Assess clients\’ financial situations and recommend suitable mortgage products from a comprehensive panel of lenders
• Stay up-to-date with market trends, lender criteria, and regulatory changes
• Build and maintain strong relationships with clients, ensuring excellent customer service and repeat business
• Ensure compliance with Financial Conduct Authority regulations and company policies
• Liaise with lenders, solicitors, and other third parties to facilitate legal completion

Qualifications and Experience

• CeMAP (Certificate in Mortgage Advice and Practice) qualified
• Previous broking experience

Skills and Attributes

• Strong interpersonal and communication skills
• High level of attention to detail and accuracy
• Ability to manage time effectively and achieve good outcomes
• Confidence in handling client queries and offering clear, concise advice.
• Proficient in IT, including CRM systems and Microsoft Office

What We Offer

• Opportunities for career progression within the commercial and development sector
• Competitive salary and quarterly bonuses: OTE £80k +
• Supportive and collaborative team environment
• Administrator support
• Hybrid working from home arrangement
• Monday to Friday
• Free parking

Driving licence essential

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Bristol, England, United Kingdom

Salary: £40,000.00 – £40,000.00