At a Glance
- Tasks: Help clients find the best mortgage options and provide ongoing support.
- Company: Boutique mortgage brokerage in Cheltenham with a strong reputation.
- Benefits: Excellent earnings potential, admin support, and flexible working hours.
- Why this job: Join a supportive team and grow your own business in finance.
- Qualifications: Full CeMAP or equivalent and experience in mortgage solutions.
- Other info: Opportunity for career growth in a collaborative environment.
The predicted salary is between 36000 - 60000 £ per year.
We are partnering exclusively with a well regarded, boutique and highly successful mortgage brokerage in the heart of Cheltenham. As part of their growth plans for 2026 we are looking to bring in an additional experienced Mortgage and Protection Adviser to work on a self‑employed basis.
Key Responsibilities
- Conduct thorough assessments of clients' financial situations to determine appropriate mortgage options.
- Recommend suitable protection – life insurance, income protection, home insurance.
- Offer ongoing support and advice throughout the mortgage lifecycle.
- Maintain accurate records in compliance with company policies and industry regulations.
- Provide outstanding customer service at all times.
What’s in it for you
- Excellent earnings potential
- Admin support provided
- Leads provided
- Cheltenham office and home based
- Full time working but completely flexible hours
About you
- Full CeMAP or equivalent
- Experienced delivering a full range of mortgage and protection solutions
- Drive and enthusiasm to grow your own business
- Excellent communication skills, both verbal and written, with an ability to build long lasting client relationships
- Strong attention to detail and organisational skills, able to manage and prioritise a busy caseload.
- A proactive approach to problem-solving
- Commitment to providing exceptional customer service
This is a fantastic opportunity to further your career, within a supportive and collaborative environment. For more details please send a copy of your latest CV to michael.berry@adjacency.co.uk.
Seniority Level: Associate
Employment type: Full‑time
Job function: Finance
Mortgage Broker in Cheltenham employer: Adjacency Recruitment Group
Contact Detail:
Adjacency Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Broker in Cheltenham
✨Network Like a Pro
Get out there and connect with people in the mortgage industry! Attend local events, join online forums, and don’t be shy about reaching out to potential clients or colleagues. Building relationships can lead to referrals and opportunities that you won’t find on job boards.
✨Showcase Your Expertise
Create a personal brand that highlights your skills as a Mortgage Broker. Share insights on social media, write articles, or even start a blog. This not only positions you as an expert but also attracts clients who are looking for someone knowledgeable and trustworthy.
✨Leverage Our Website
Don’t forget to check out our website for exclusive job listings and resources tailored for Mortgage Brokers. Applying through us gives you access to unique opportunities and support that can help you land that dream role.
✨Prepare for Interviews
When you land an interview, make sure you’re ready to discuss your experience in detail. Prepare examples of how you’ve helped clients in the past and be ready to demonstrate your problem-solving skills. Confidence and preparation can set you apart from the competition!
We think you need these skills to ace Mortgage Broker in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Mortgage Broker role. Highlight your CeMAP qualification and any relevant experience in mortgage and protection solutions to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for helping clients and your commitment to exceptional customer service. Let us know why you’re the perfect fit for our team.
Showcase Your Communication Skills: Since communication is key in this role, make sure your written application is clear and concise. Use professional language but keep it friendly – we want to see your personality shine through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Adjacency Recruitment Group
✨Know Your Stuff
Make sure you brush up on your mortgage and protection knowledge. Understand the latest trends in the market, as well as the specific products you might be recommending. This will show that you're not just experienced but also current and engaged with the industry.
✨Showcase Your Communication Skills
Since this role requires excellent communication, practice articulating your thoughts clearly. Prepare to discuss how you've built long-lasting client relationships in the past. Use examples that highlight your ability to listen and respond to client needs effectively.
✨Demonstrate Your Problem-Solving Skills
Be ready to share specific instances where you've tackled challenges in your previous roles. Think of scenarios where you had to find creative solutions for clients' financial situations. This will illustrate your proactive approach and commitment to exceptional customer service.
✨Prepare Questions
Interviews are a two-way street, so come armed with thoughtful questions about the company and its culture. Ask about their support for self-employed advisers and how they foster growth. This shows your genuine interest in the role and helps you assess if it's the right fit for you.