Mortgage Advisor

Mortgage Advisor

Full-Time 31500 - 38500 £ / year (est.) No working from home possible
Allen and Harris

At a Glance

  • Tasks: Help clients achieve their homeownership dreams as a Mortgage Advisor.
  • Company: Join Allen & Harris, a leading estate agency in South Wales.
  • Benefits: Enjoy uncapped earnings, competitive salary, and ongoing training.
  • Other info: Access to a strong pipeline of leads and administrative support.
  • Why this job: Be part of a high-performing team with real career progression.
  • Qualifications: Must be fully CeMAP qualified with proven experience.

The predicted salary is between 31500 - 38500 £ per year.

Are you an experienced Mortgage Advisor looking for a stronger platform, more opportunities, and genuine career progression? Allen & Harris, one of South Wales' most recognised estate agency brands, is looking for an ambitious and customer-focused Mortgage Advisor to join our successful team in Roath, Cardiff. This is an exciting opportunity to work within a thriving branch, benefiting from a strong pipeline of introducer business, established market presence, and the support of one of the UK's leading property services groups.

What's in it for you?

  • Uncapped earning potential with a competitive basic salary and commission structure
  • Consistent flow of quality leads from a busy estate agency network
  • Access to market-leading mortgage and protection solutions
  • Industry-leading training, development and ongoing support
  • Clear career progression opportunities into senior and management roles
  • Administrative and business support to help you focus on advising clients
  • The backing of a trusted and respected high-street brand

What we're looking for:

  • Fully CeMAP qualified (or equivalent)
  • Proven experience as a Mortgage Advisor/Mortgage & Protection Advisor
  • Strong track record of delivering excellent customer outcomes
  • Commercially minded with a drive to maximise opportunities
  • Passionate about helping clients achieve their homeownership goals
  • Excellent communication and relationship-building skills

Why Allen & Harris?

At Allen & Harris, we understand that great advisors thrive when they're given the right support, tools and opportunities. You'll be joining a high-performing team where your success is recognised, rewarded and encouraged, with access to an established customer base and significant growth opportunities.

Mortgage Advisor employer: Allen and Harris

Allen & Harris is an exceptional employer for Mortgage Advisors, offering a dynamic work environment in Roath, Cardiff, where ambition and customer focus are rewarded. With uncapped earning potential, industry-leading training, and clear pathways for career progression, employees benefit from a strong support system and a respected brand presence that fosters professional growth and success.

Allen and Harris

Contact Details:

Allen and Harris Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Mortgage Advisor

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Allen and Harris. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Mortgage Advisor

CeMAP Qualification
Customer Service Skills
Relationship-Building Skills
Commercial Awareness
Sales Skills
Communication Skills
Problem-Solving Skills

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Allen and Harris.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Allen and Harris's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Allen and Harris

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Allen and Harris.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Allen and Harris will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Allen and Harris employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.