Mortgage Adviser - Gloucestershire in Cheltenham

About Attivo

Attivo is a privately owned Lifestyle Financial Planning company that focuses on client trust and transparency. Our team of highly qualified specialists delivers bespoke financial plans and ongoing support for private clients and businesses.

About the Role

We are looking for a Mortgage Adviser to join our Cheltenham-based financial planning team. You will work closely with our Mortgage Planner and Financial Planners to provide clear, compliant mortgage and protection advice to new and existing clients. You will manage your own caseload, maintain relationships with lenders and estate agents, and support the hybrid working model.

About You

You are an ambitious, client‑centred professional eager to grow within a leading firm. You are organised, proactive and comfortable managing a varied caseload under guidance, and you enjoy working in a collaborative environment.

Key Responsibilities

• Provide clear, independent mortgage and protection advice tailored to each client’s needs.
• Work closely with the Mortgage Planner and Financial Planners to deliver a seamless client experience.
• Prepare thoroughly for client meetings and produce timely, compliant documentation.
• Support clients through the mortgage application process from enquiry to completion.
• Build positive relationships with clients, lenders, estate agents and internal teams.
• Keep up to date with market changes, lender criteria and regulatory requirements.
• Maintain accurate records and ensure all advice meets compliance standards.

Essential Skills and Experience

• CeMAP or CII Certificate in Mortgage Advice.
• Demonstrable experience in a similar role, including mortgage and protection advice.
• Excellent communication skills, able 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

• 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 fair as possible.

All offers of employment are subject to satisfactory completion of pre‑employment vetting as outlined by the FCA.

Attivo does not use recruitment agencies and respectfully requests that agencies do not contact us regarding postings on this site.

Seniority level

Entry level

Employment type

Full‑time

Job function

Finance and Sales

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