At a Glance
- Tasks: Help clients find the perfect mortgage solutions and provide top-notch service.
- Company: Established mortgage advisory firm with over 30 years of experience.
- Benefits: Competitive salary, uncapped commission, ongoing training, and career progression.
- Other info: Enjoy a friendly work environment with no pressure to generate leads.
- Why this job: Join a supportive team and make a real difference in clients' lives.
- Qualifications: Must be fully qualified to provide mortgage advice and have relevant experience.
The predicted salary is between 35000 - 40000 £ per year.
About the Company
Our client is a well-established, independent mortgage advisory firm based in North London, offering tailored mortgage advice and protection planning. With over 30 years of experience, they have built a loyal, long-standing client base. The team is known for delivering clear, client-focused guidance and access to whole-of-market mortgage solutions.
Role Overview
As a Mortgage Broker/Adviser, you will work closely with clients to understand their financial circumstances and property objectives. You’ll recommend suitable mortgage products from across the market and provide an outstanding level of service throughout. Most clients are referred through strong recommendations and are already motivated to proceed. In many cases, the “sale” is effectively pre-qualified, allowing you to focus on advising and progressing applications rather than generating new business. There is no expectation to self-generate leads, bring an existing client base, or work from cold leads.
You’ll join a friendly, supportive dedicated administrative team assisting clients with residential purchases, remortgages, buy-to-let, and other lending needs, enabling you to manage a high volume of cases efficiently.
Key Responsibilities
- Conduct detailed fact-find interviews to assess clients’ financial situations, borrowing needs, and objectives.
- Deliver clear, compliant advice and explain recommendations in a client-friendly manner.
- Maintain accurate and compliant client records in line with FCA regulations.
- Build long-term client relationships with a focus on service quality and retention.
- Collaborate with colleagues to support team targets and overall business growth.
Skills & Qualifications
- Fully qualified to provide mortgage advice (CeMAP, CII, or equivalent) – essential.
- Proven experience in mortgage broking.
- Stable employment history.
- Strong knowledge of residential and buy-to-let mortgage markets.
- Experience with life / protection products (preferred).
- High standards of professionalism and strong compliance awareness.
Benefits
- Competitive salary with uncapped commission structure.
- Starting basic salary of £35,000–£40,000, plus commission and bonuses.
- Ongoing training and development with clear career progression opportunities.
- Supportive, team-oriented working environment.
Mortgage Advisor employer: Anthony Alexandra
Contact Detail:
Anthony Alexandra Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor
✨Tip Number 1
Network like a pro! Attend industry events, join local mortgage or finance groups, and connect with other professionals on LinkedIn. Building relationships can lead to referrals and opportunities that you might not find through traditional job searching.
✨Tip Number 2
Practice your pitch! When you get the chance to meet potential employers or clients, be ready to explain who you are and what you bring to the table. A confident, clear introduction can make a lasting impression.
✨Tip Number 3
Leverage social media! Share your insights on mortgage trends or client success stories on platforms like LinkedIn. This not only showcases your expertise but also helps you connect with others in the industry.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a range of roles that could be perfect for you. Plus, applying directly shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Mortgage Advisor role. Highlight your qualifications like CeMAP and any relevant experience in mortgage broking to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about helping clients with their mortgage needs and how your background makes you a perfect fit for our team.
Showcase Your Client-Focused Approach: We love candidates who put clients first! In your application, share examples of how you've built long-term relationships and provided outstanding service in previous roles.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to see your enthusiasm and commitment to joining our team!
How to prepare for a job interview at Anthony Alexandra
✨Know Your Stuff
Make sure you brush up on your mortgage knowledge before the interview. Understand the different types of mortgage products, especially residential and buy-to-let options. Being able to discuss these confidently will show that you're well-prepared and serious about the role.
✨Client-Centric Approach
Since this role is all about client relationships, think of examples from your past experience where you've delivered exceptional service. Be ready to explain how you assess clients' needs and how you tailor your advice to meet their specific circumstances.
✨Compliance is Key
Familiarise yourself with FCA regulations and compliance standards relevant to mortgage advising. You might be asked about how you maintain accurate records and ensure compliance in your previous roles, so have some solid examples ready.
✨Team Player Mindset
This position involves collaborating with a supportive team, so be prepared to discuss how you work well with others. Share experiences where you've contributed to team goals or helped colleagues, as this will highlight your ability to fit into their friendly environment.