At a Glance
- Tasks: Lead mortgage and protection advice, managing your own caseload while building client relationships.
- Company: Attivo is a privately owned financial planning firm focused on client trust and bespoke services.
- Benefits: Enjoy a competitive salary, bonus scheme, flexible working, and generous holiday allowance.
- Other info: This role offers hybrid working and opportunities for professional growth.
- Why this job: Join a supportive team where your expertise shapes mortgage services and client experiences.
- Qualifications: Must have CeMAP or equivalent, with experience in mortgage and protection advice.
The predicted salary is between 36000 - 60000 £ per year.
Senior Mortgage Adviser - Gloucestershire
About Attivo:
Attivo are Lifestyle Financial Planners.
We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. 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 fulfilling our clients’ lifestyle needs.
Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.
About the role:
We are looking for an experienced and commercially astute Senior Mortgage Adviser to join our established financial planning team in Cheltenham.
This is a fantastic opportunity for a highly capable mortgage professional who wants to take the lead on all mortgage and protection advice within the business. While you’ll work closely with another Mortgage Planner, this role is designed for someone confident working with autonomy, managing their own caseload while acting as the senior voice of mortgage advice in the firm.
You’ll deliver high-quality mortgage and protection advice to new and existing clients of Attivo, maintaining excellent relationships and ensuring compliance, efficiency, and outstanding service. You’ll represent Attivo’s values in everything you do and play a key role in growing and shaping this area of the business.
This is an employed position with a competitive base salary and a bonus structure designed to reward strong performance.
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 dedicated policies.
About you:
You are a confident, experienced Mortgage Adviser ready to take on a senior role in a growing firm. You value quality over quantity and take pride in delivering personal, trusted advice. You’re looking for a firm that will support your professional growth and reward your expertise through a competitive employed package.
You’ll be highly organised, self-motivated, and able to manage a varied caseload while contributing to broader business discussions around mortgage strategy. This is a great opportunity for someone who enjoys both hands-on client work and having influence over how mortgage services are delivered.
Key responsibilities include:
- Providing expert, independent mortgage and protection advice tailored to each client’s needs and objectives.
- Building long-term, trusted relationships with clients and internal stakeholders.
- Leading on mortgage strategy and advice within the firm, acting as the senior specialist in this area.
- Working closely with Financial Planners to identify opportunities and deliver seamless client service.
- Preparing thoroughly for client meetings and following up with timely, compliant documentation.
- Staying up to date with market trends, regulatory changes and product developments.
- Supporting the mortgage application process and guiding clients through their journey.
- Managing relationships with lenders, estate agents, and other third parties.
Essential skills and experience:
- CeMAP or CII Certificate in Mortgage Advice.
- Protection qualification with current authorisation to advise.
- Demonstratable 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.
Salary and benefits:
- Competitive base salary (negotiable depending on experience)
- Excellent bonus scheme
- Non-contributory Pension Scheme (8%)
- Private Medical Insurance
- Cashplan
- Income Protection
- Critical Illness Cover
- Death in Service
- Parking allowance
- Generous holiday allowance, rising with length of service
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.
Privacy Policy
Please visit our website to view our full privacy policy for prospective employees.
Senior Mortgage Adviser - Gloucestershire in Cheltenham employer: Attivo Group
Attivo is an exceptional employer that prioritises the well-being and professional growth of its employees. With a strong commitment to transparency and client-centric service, the company fosters a supportive work culture where Senior Mortgage Advisers can thrive in a flexible environment, balancing office and home working while enjoying competitive salaries and comprehensive benefits. Located in Cheltenham, Attivo offers unique opportunities for career advancement and the chance to make a meaningful impact in the financial planning sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Mortgage Adviser - Gloucestershire in Cheltenham
✨Tip Number 1
Familiarise yourself with Attivo's values and approach to client relationships. Understanding their commitment to transparency and personalised service will help you align your responses during interviews, showcasing how your experience matches their ethos.
✨Tip Number 2
Network within the Gloucestershire area, particularly with local estate agents and financial professionals. Building these connections can provide valuable insights into the local market and may even lead to referrals, demonstrating your proactive approach to the role.
✨Tip Number 3
Stay updated on the latest mortgage trends and regulatory changes in the UK market. Being knowledgeable about current developments will not only boost your confidence but also impress the interviewers with your commitment to continuous learning.
✨Tip Number 4
Prepare specific examples of how you've successfully managed a varied caseload in previous roles. Highlighting your organisational skills and ability to work autonomously will resonate well with Attivo's need for a self-motivated Senior Mortgage Adviser.
We think you need these skills to ace Senior Mortgage Adviser - Gloucestershire in Cheltenham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in mortgage advice and financial planning. Emphasise your qualifications, such as CeMAP or CII, and any specific achievements that demonstrate your ability to deliver high-quality service.
Craft a Compelling Cover Letter:Write a cover letter that reflects your understanding of Attivo's values and approach. Discuss how your experience aligns with their commitment to client relationships and bespoke financial planning. Be sure to convey your enthusiasm for the role.
Showcase Your Communication Skills:In your application, provide examples of how you've effectively communicated complex information to clients. This is crucial for a Senior Mortgage Adviser role, so highlight instances where you've built trust and rapport with clients.
Demonstrate Market Awareness:Include insights about current trends in the UK mortgage market in your application. This shows that you are proactive and knowledgeable, which is essential for leading mortgage strategy within the firm.
How to prepare for a job interview at Attivo Group
✨Showcase Your Expertise
As a Senior Mortgage Adviser, it's crucial to demonstrate your deep understanding of mortgage products and market trends. Be prepared to discuss specific cases where you've successfully advised clients, highlighting your ability to tailor solutions to their unique needs.
✨Emphasise Relationship Building
Attivo values long-term relationships with clients. During the interview, share examples of how you've built trust and rapport with clients and stakeholders in previous roles. This will show that you align with their client-centric approach.
✨Prepare for Compliance Questions
Given the importance of compliance in the financial sector, be ready to discuss how you ensure adherence to regulations and best practices in your work. Highlight any experience you have with documentation and following up on compliance matters.
✨Demonstrate Autonomy and Leadership
This role requires someone who can manage their own caseload and lead on mortgage strategy. Share instances where you've taken initiative or led projects, showcasing your ability to work independently while contributing to team goals.
