Mortgage Advisor

Mortgage Advisor

Wokingham Full-Time 25000 - 30000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide tailored mortgage advice and manage client relationships in a dynamic office environment.
  • Company: Join a leading, independently owned mortgage brokerage with strong local connections.
  • Benefits: Enjoy a competitive salary, uncapped earnings, and full admin support for your success.
  • Why this job: This role offers high earnings potential and a clear path to career progression.
  • Qualifications: CeMAP qualified with 1-2 years of experience as a Mortgage Advisor or Broker required.
  • Other info: Work in a vibrant area with regular walk-in traffic and trusted brand exposure.

The predicted salary is between 25000 - 30000 £ per year.

Mortgage Advisor / Mortgage Broker – High Earnings – Wokingham & Reading Location: Wokingham & Reading Job Type: Full-Time, Office-Based Salary: £25,000 – £30,000 Basic On-Target Earnings (OTE): £55,000 – £70,000+ Recruiter: Cameron James Professional Recruitment Unlock High Earnings as a Mortgage Advisor or Mortgage Broker in Wokingham & Reading Are you an ambitious and experienced Mortgage Advisor or Mortgage Broker seeking a high earnings opportunity in the thriving Wokingham & Reading property market? Cameron James Professional Recruitment is proud to partner with a leading, independently owned mortgage brokerage with strong relationships across market-leading estate agency branches in the Wokingham & Reading region. This is a client-rich, target-driven environment offering uncapped earnings, an abundance of pre-booked leads, and long-term career progression. Why This Opportunity in Wokingham & Reading? High Earnings Potential – OTE of £55,000 – £70,000+ Competitive basic salary up to £30,000 Consistent 8–10 new mortgage appointments per week Office-based within a high-traffic estate agency environment Full admin & compliance support – freeing you to focus on advising Clear progression path to Senior Mortgage Advisor / Broker Only 1 Saturday in 4 and 2 evenings per week for late appointments Your Role: Mortgage Advisor / Mortgage Broker As a successful Mortgage Advisor or Mortgage Broker, your primary responsibility is to deliver whole-of-market mortgage and protection advice while building strong relationships with clients introduced via trusted estate agency partners. Key responsibilities include: Providing tailored mortgage advice aligned with clients’ financial goals Conducting in-depth fact-finds and affordability assessments Managing a healthy pipeline of 2–3 mortgage completions per week Offering expert protection advice on life cover, critical illness, and income protection Converting high-quality leads from estate agency staff and referral channels Ensuring compliance with FCA regulations and maintaining accurate client records Maintaining excellent client service throughout the mortgage journey What You’ll Need to Succeed * CeMAP (or equivalent) qualified * Minimum of 1–2 years’ experience as a Mortgage Advisor or Mortgage Broker * Excellent communication, persuasion, and interpersonal skills * Proven ability to hit targets in a sales-driven environment * Full UK driving licence and access to a vehicle * Clean credit file and no unspent criminal convictions Who This Role Suits This opportunity is ideal for: * Experienced Mortgage Advisors seeking a high earnings role with real lead support * Mortgage Brokers in the Wokingham & Reading area looking to reduce admin and increase completions * Advisors working for banks or tied environments who want whole-of-market access * Sales professionals with CeMAP looking to build a successful long-term career * Candidates who want a well-supported, local office-based role with trusted brand exposure Location – Wokingham & Reading This role is based across high-performing branches in Wokingham and Reading, offering strong brand presence, regular walk-in traffic, and well-established introducer relationships. Easily commutable from: * Wokingham * Reading * Bracknell * Maidenhead * Henley-on-Thames * Ascot * Newbury What’s On Offer? * Base salary of £25,000 – £30,000 * Uncapped high earnings potential (OTE £55,000 – £70,000+) * Access to 8–10 quality leads weekly * Admin and compliance support provided * 1 in 4 Saturdays & 2 evening shifts per week * Structured career path to senior roles * Local offices in Wokingham & Reading with strong estate agency presence How to Apply If you are a driven, CeMAP-qualified Mortgage Advisor or Mortgage Broker based in Wokingham & Reading, looking to unlock high earnings, pre-qualified leads, and long-term growth — we want to hear from you! Contact: Bryn McMillan Financial Services Recruitment Director Cameron James Professional Recruitment

Mortgage Advisor employer: Cameron James Professional Recruitment

Join a leading, independently owned mortgage brokerage in Wokingham & Reading, where you can unlock high earnings potential with an OTE of £55,000 - £70,000+. Enjoy a supportive work culture with full admin assistance, allowing you to focus on delivering exceptional client service while benefiting from a clear progression path to senior roles. With a strong brand presence and a wealth of pre-booked leads, this is an excellent opportunity for ambitious Mortgage Advisors looking for meaningful and rewarding employment.
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Contact Detail:

Cameron James Professional Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Advisor

✨Tip Number 1

Network with local estate agents in Wokingham and Reading. Building relationships with these professionals can lead to valuable referrals and pre-booked leads, which are crucial for your success as a Mortgage Advisor.

✨Tip Number 2

Familiarise yourself with the local property market trends in Wokingham and Reading. Understanding the nuances of the area will help you provide tailored advice to clients and position yourself as a knowledgeable expert.

✨Tip Number 3

Prepare to demonstrate your sales achievements during the interview process. Highlighting your ability to hit targets and convert leads will show that you are results-driven and ready to thrive in a competitive environment.

✨Tip Number 4

Be ready to discuss your approach to client service. Since maintaining excellent client relationships is key in this role, showcasing your interpersonal skills and commitment to client satisfaction will set you apart from other candidates.

We think you need these skills to ace Mortgage Advisor

CeMAP qualified
Mortgage and protection advice expertise
Excellent communication skills
Persuasion and interpersonal skills
Sales-driven mindset
Target achievement
Client relationship management
Fact-finding and affordability assessment skills
Compliance with FCA regulations
Record-keeping accuracy
Time management
Problem-solving skills
Ability to work in a team
Adaptability to changing market conditions

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience as a Mortgage Advisor or Broker. Emphasise your CeMAP qualification, relevant work history, and any achievements in sales targets to show you are a strong candidate for this role.

Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the key responsibilities mentioned in the job description. Explain how your skills and experiences align with their needs, particularly your ability to provide tailored mortgage advice and manage client relationships.

Showcase Your Communication Skills: Since excellent communication is crucial for this role, ensure your application reflects your interpersonal skills. Use clear and concise language, and consider including examples of how you've successfully communicated with clients in the past.

Highlight Your Sales Achievements: Given the target-driven environment, include specific examples of how you've met or exceeded sales targets in previous roles. This will demonstrate your capability to thrive in a competitive setting and your potential to contribute to their success.

How to prepare for a job interview at Cameron James Professional Recruitment

✨Know Your Numbers

As a Mortgage Advisor, you'll need to demonstrate your understanding of mortgage products and market trends. Brush up on key statistics and figures related to the mortgage industry, as well as your past performance metrics, to showcase your expertise.

✨Showcase Your Communication Skills

Excellent communication is crucial in this role. Prepare to discuss how you've effectively communicated complex financial information to clients in the past. Use examples that highlight your ability to build rapport and trust with clients.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving skills. Think about past experiences where you successfully navigated challenges in client interactions or compliance issues, and be ready to explain your thought process.

✨Demonstrate Your Sales Acumen

Since this role is target-driven, be prepared to discuss your sales achievements. Highlight specific instances where you met or exceeded targets, and explain the strategies you used to convert leads into successful mortgage completions.

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