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- Tasks: Provide tailored mortgage and protection advice while managing your own caseload.
- Company: Join Attivo, a transparent and client-focused financial planning firm.
- Benefits: Competitive salary, bonus potential, flexible working, and generous holiday allowance.
- Other info: Strong progression opportunities and a positive team culture await you.
- Why this job: Grow your career in a supportive environment with experienced colleagues.
- Qualifications: CeMAP or CII Certificate in Mortgage Advice and relevant experience required.
The predicted salary is between 30000 - 40000 £ per year.
About Attivo: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence. Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients' lifestyle needs.
About the role: We are looking for a Mortgage Adviser to join our established financial planning team in Cheltenham. This is a great opportunity for a motivated mortgage professional who is looking to build their experience in a supportive, high-quality environment. You’ll work closely with our Mortgage Planner and Financial Planners, helping to deliver clear, compliant mortgage and protection advice to new and existing clients of Attivo. You’ll be responsible for managing your own caseload with appropriate support, ensuring clients receive excellent service throughout their mortgage journey. You’ll also help maintain strong relationships with lenders, estate agents, and other third parties, always reflecting Attivo’s values and commitment to outstanding client care. This is an employed position with a competitive base salary, bonus potential, and opportunities to develop your technical and advisory skills. Based at our Cheltenham Head Office, you’ll work flexibly across a mix of office, home, and in-person client meetings around the Gloucestershire area. We support hybrid and flexible working through our policies.
About you: You are an ambitious Mortgage Adviser who is ready to grow and develop within a leading financial planning firm. You take pride in delivering personal, trusted advice and value the opportunity to learn from experienced colleagues. You’ll be organised, proactive, and comfortable managing a varied caseload under guidance. You enjoy working closely with others and contributing to a positive, client-centred team environment. This role offers strong progression opportunities for someone who wants to continue developing their expertise and expand their responsibilities over time.
Key Responsibilities include:
- Providing clear, independent mortgage and protection advice tailored to each client’s needs.
- Working closely with the Mortgage Planner and Financial Planners to deliver a seamless client experience.
- Preparing thoroughly for client meetings and producing timely, compliant documentation.
- Supporting clients through the mortgage application process from enquiry to completion.
- Building positive relationships with clients, lenders, estate agents, and internal teams.
- Keeping up to date with key market changes, lender criteria, and regulatory requirements.
- Maintaining accurate records and ensuring all advice meets compliance standards.
Essential skills and experience:
- CeMAP or CII Certificate in Mortgage Advice.
- Demonstrable experience in a similar role, including both mortgage and protection advice.
- Excellent communication skills, with the ability to build rapport and explain complex information clearly.
- Strong commercial awareness and understanding of the UK mortgage market.
- High attention to detail and strong organisational skills.
- Proficient in IT systems and confident working in a hybrid environment.
Desirable skills and experience:
- Certificate in Regulated Equity Release (CeRER) or equivalent.
- Experience advising on equity release products.
- Protection qualification with current authorisation to advise.
Salary and benefits:
A competitive base salary, negotiable depending on qualification and experience, and an excellent bonus scheme. Attivo also offers:
- Non-contributory Pension Scheme.
- Private Medical Insurance.
- Cashplan Income Protection.
- Critical Illness.
- Death in Service.
- Generous holiday allowance, rising with length of service.
- Work from home and flexible working available.
- Excellent culture, promoting employee wellbeing and engagement.
Recruitment Policy: Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site. Please visit our website to view our full privacy policy for prospective employees.
Mortgage & Protection Adviser in Cheltenham employer: Attivo Group
Contact Detail:
Attivo Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Adviser in Cheltenham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the mortgage and financial planning industry. Attend local events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching Attivo and understanding their values. They pride themselves on transparency and client care, so think about how your experience aligns with that. Be ready to share examples of how you’ve delivered excellent service in the past.
✨Tip Number 3
Showcase your skills during the interview! Bring along any relevant certifications, like your CeMAP or CII, and be prepared to discuss how you’ve used them in real-life situations. This will demonstrate your expertise and commitment to the role.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the position. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Mortgage & Protection Adviser in Cheltenham
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Mortgage & Protection Adviser role. Highlight your relevant experience and skills that align with what we’re looking for at Attivo. This shows us you’re genuinely interested in joining our team!
Showcase Your Communication Skills: Since excellent communication is key in this role, don’t shy away from demonstrating your ability to explain complex information clearly. Use examples from your past experiences where you’ve successfully built rapport with clients or colleagues.
Be Organised and Detail-Oriented: We love candidates who pay attention to detail! Ensure your application is free from typos and errors. You might also want to mention how you manage your caseload effectively, as this is crucial for the role.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, you can check out more about our company culture while you’re there!
How to prepare for a job interview at Attivo Group
✨Know Your Stuff
Make sure you brush up on your mortgage and protection knowledge. Understand the latest market trends, lender criteria, and regulatory requirements. This will not only help you answer questions confidently but also show that you're proactive and committed to staying informed.
✨Showcase Your People Skills
As a Mortgage Adviser, building relationships is key. Prepare examples of how you've successfully built rapport with clients or worked collaboratively with colleagues. Highlight your communication skills and your ability to explain complex information clearly.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Be ready to discuss how you would tailor advice to meet individual client needs. This shows that you can think on your feet and are focused on delivering excellent client care.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the support you'll receive, or how success is measured in the role. This demonstrates your genuine interest in the position and helps you assess if it's the right fit for you.