An exciting opportunity has arisen for a Mortgage Advisor / Mortgage Broker to join a well-established, professional financial services firm operating across the UK, providing bespoke protection solutions to a diverse client base.
As a Mortgage Advisor / Mortgage Broker, you will provide tailored mortgage and protection advice while managing client cases from initial enquiry through to completion.
This full-time role offers hybrid working options, salary range of £25,000 - £35,000 and benefits.
You will be responsible for:
- ? Assessing clients' financial circumstances, affordability and objectives to identify suitable mortgage and protection options.
- ? Researching products and lending criteria across a range of lenders.
- ? Completing client fact-finds and gathering the required supporting information.
- ? Preparing and submitting mortgage applications and supporting documentation.
- ? Managing cases throughout the application process through to completion.
- ? Maintaining regular contact with clients, lenders and relevant stakeholders.
- ? Providing clear and timely updates throughout each case.
- ? Ensuring advice and case management meet regulatory and internal compliance requirements.
What we are looking for:
- ? Approx.2 years of relevant mortgage experience.
- ? Background in Buy-to-Let, Portfolio Landlords and Professional Investors.
- ? CeMAP qualification, but candidates without it may be considered if they have relevant experience.
- ? Knowledge of affordability assessments, lending criteria and mortgage and protection products
- ? Understanding of the UK mortgage market, lender products and FCA regulatory requirements
- ? Ability to use CRM systems and digital tools for research, record keeping and client communication
- ? Experience within financial services would be preferred.
The candidates from the following background will be considered:
- ? Mortgage Broker, Mortgage Adviser, Mortgage Advisor, Mortgage & Protection Adviser, Mortgage Sp
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Mortgage Advisor / Mortgage Broker in Neath employer: Additional Resources Ltd.
Join a leading live events and production organisation in Borehamwood, Hertfordshire, where your expertise in lighting and technical delivery will shine. With a competitive salary, generous holiday allowance, and private healthcare benefits, we foster a dynamic work culture that prioritises employee growth and collaboration. This is an exciting opportunity to lead innovative projects while mentoring a talented team in a fast-paced environment.
