Mortgage Adviser in Cardiff, Wales

Mortgage Adviser in Cardiff, Wales

Cardiff +1 Full-Time 21500 - 31500 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Build relationships and provide tailored mortgage solutions to clients.
  • Company: Dynamic financial services firm in Cardiff with a supportive culture.
  • Benefits: Competitive salary, generous leave, health insurance, and funded qualifications.
  • Why this job: Make a real impact while growing your career in the mortgage industry.
  • Qualifications: Experience in finance or mortgages, strong communication, and relationship-building skills.
  • Other info: Full training provided, with excellent career progression opportunities.

The predicted salary is between 21500 - 31500 £ per year.

Location: Cardiff CF24 5PJ

Salary: £25,000 - £35,000 per annum + commission

Duration: Full-time, permanent

Sector: Financial services/Property

You’ll thrive here as a Specialist Mortgage Advisor if you want to make a real impact - building your own network, shaping client outcomes and becoming the trusted voice that brokers rely on. This is your chance to step into a role where your progression is fully supported, whether you’re already qualified or looking to change careers. The business will fund your CeMAP qualifications and give you the platform to grow. With self-generated work at the heart of the model, you’ll build strong partnerships with brokers and accountants, becoming the go-to expert they turn to.

What’s in it for you:

  • A genuinely supportive package, including benefits such as:
  • 20 days annual leave plus bank holidays, birthday leave, charity leave, Christmas shutdown leave, enhanced maternity/paternity pay and pension access from day one.
  • Additional leave at years 1, 2, 3 and 4, reaching 24 days plus bank holidays.
  • Special event leave (up to 5 days) after one year.
  • Access to private health insurance and an EV salary sacrifice scheme after two years.
  • Option to buy additional holidays after three years.
  • Full funding provided for CeMAP qualifications if you’re not yet qualified.
  • A commission structure on top of the £25k-£35k base salary.

What you’ll be getting stuck into as a Specialist Mortgage Advisor:

  • Generating your own flow of cases through strong, trusted relationships with brokers and accountants.
  • Speaking directly with clients to understand needs and shape the right capital-raising solutions.
  • Packaging and underwriting cases, assessing affordability and ensuring accurate, compliant documentation.
  • Managing each case from initial conversation through to completion as the single point of contact.
  • Staying up to date with lender criteria and market changes to ensure the strongest client outcomes.
  • Keeping on top of compliance requirements, CPD expectations and relevant training.

What you’ll bring to the table as a Specialist Mortgage Advisor:

  • Previous experience within financial or mortgage-related environments.
  • Strong communication skills, both written and verbal, with confidence delivering advice.
  • The ability to build effective working relationships with brokers, clients and external stakeholders.
  • Excellent organisational skills and the capability to prioritise a varied workload.
  • Sound decision-making and attention to detail when assessing and placing cases.

Working hours: 39 hours per week Monday to Thursday 9am-5pm, Friday 9am-4pm.

If you’re ready to shape your future as a Specialist Mortgage Advisor, apply today and take your next step.

Locations

Cardiff Wales

Mortgage Adviser in Cardiff, Wales employer: Acumen Talent Acquisition Ltd

As a Specialist Mortgage Advisor in Cardiff, you'll join a dynamic team that prioritises your professional growth and offers a supportive work culture. With comprehensive benefits including enhanced leave options, private health insurance, and full funding for your CeMAP qualifications, you will have the tools to thrive in your career while making a meaningful impact in clients' lives. The company fosters strong partnerships and encourages self-generated work, ensuring you become a trusted expert in the financial services sector.
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Contact Detail:

Acumen Talent Acquisition Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Adviser in Cardiff, Wales

✨Network Like a Pro

Get out there and start building your network! Attend industry events, join local finance groups, and connect with brokers and accountants. The more relationships you build, the easier it’ll be to generate your own cases.

✨Show Off Your Skills

When you get the chance, showcase your communication skills and mortgage knowledge. Whether it's in interviews or casual chats, let your passion for helping clients shine through. Remember, confidence is key!

✨Stay Informed

Keep yourself updated on the latest lender criteria and market trends. This not only helps you in conversations but also shows potential employers that you're proactive and knowledgeable about the industry.

✨Apply Through Us!

Don’t forget to apply through our website! We’re here to support your journey and help you land that Specialist Mortgage Advisor role. Plus, we love seeing candidates who are eager to grow with us!

We think you need these skills to ace Mortgage Adviser in Cardiff, Wales

CeMAP qualifications
Client Relationship Management
Communication Skills
Packaging and Underwriting
Affordability Assessment
Compliance Knowledge
Organisational Skills
Decision-Making Skills
Attention to Detail
Market Knowledge
Stakeholder Engagement
Time Management
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Specialist Mortgage Advisor role. Highlight any relevant experience in financial services or mortgage environments, and don’t forget to showcase your strong communication skills!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about becoming a Mortgage Advisor and how your skills align with what we’re looking for. Keep it engaging and personal!

Showcase Your Achievements: When filling out your application, don’t just list your duties from previous jobs. Instead, focus on your achievements and how they relate to building relationships with clients and brokers. Numbers and examples speak volumes!

Apply Through Our Website: We encourage you to apply through our website for the best chance of success. It’s straightforward and ensures your application gets to the right people quickly. Plus, we love seeing applications come directly from our site!

How to prepare for a job interview at Acumen Talent Acquisition Ltd

✨Know Your Stuff

Make sure you brush up on mortgage products and financial services. Understand the latest market trends and lender criteria, as this will show your potential employer that you're serious about the role and can hit the ground running.

✨Build Rapport

Since this role involves building relationships with brokers and clients, practice your communication skills. Be ready to demonstrate how you can connect with people and establish trust, as this is key to being a successful Mortgage Adviser.

✨Showcase Your Experience

Prepare examples from your previous roles that highlight your decision-making skills and attention to detail. Discuss specific cases where you've successfully assessed affordability or managed documentation, as this will illustrate your capability in handling the responsibilities of the job.

✨Ask Insightful Questions

At the end of the interview, have a few thoughtful questions ready. Inquire about the company's approach to supporting your CeMAP qualifications or how they foster relationships with brokers. This shows your genuine interest in the role and the company culture.

Mortgage Adviser in Cardiff, Wales
Acumen Talent Acquisition Ltd
Location: Cardiff

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