At a Glance
- Tasks: Provide tailored mortgage and protection advice while managing your own caseload.
- Company: Join Attivo, a trusted financial planning firm with a focus on client care.
- Benefits: Competitive salary, bonus potential, flexible working, and generous holiday allowance.
- Other info: Enjoy a positive culture that promotes employee wellbeing and engagement.
- Why this job: Grow your career in a supportive environment with experienced colleagues and strong progression opportunities.
- 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 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 fulfilment of 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 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
- 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.
Equal Opportunities and Compliance
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 be limited to adverse financial history, criminal records, UK directorship and disqualifications check.
Mortgage & Protection Adviser in Cheltenham employer: Attivo
Attivo is an exceptional employer that prioritises the well-being and professional growth of its employees. Located in Cheltenham, we offer a supportive work environment with flexible working options, competitive salaries, and a comprehensive benefits package including private medical insurance and a non-contributory pension scheme. Our culture fosters collaboration and personal development, making it an ideal place for motivated Mortgage Advisers to thrive and build meaningful careers.
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
Show off your skills! When you get the chance to meet with potential employers, be ready to discuss your experience and how it aligns with their needs. Prepare some examples of how you've successfully helped clients in the past – this will really make you stand out!
✨Tip Number 3
Research is key! Before any interview, dive deep into the company’s values and recent news. Understanding Attivo’s approach to client care and financial planning will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 4
Don’t forget to follow up! After an interview, send a quick thank-you email to express your appreciation for the opportunity. This not only shows good manners but also 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 Attivo's values of transparency and client care.
Showcase Your Communication Skills:Since excellent communication is key in this role, use your application to demonstrate how you can explain complex information clearly. Share examples of how you've built rapport with clients in the past.
Be Organised and Detail-Oriented:Emphasise your organisational skills and attention to detail in your application. Mention any tools or methods you use to manage your caseload effectively, as this will resonate well with the team at Attivo.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. This way, we can ensure your application gets the attention it deserves and you can easily track your progress!
How to prepare for a job interview at Attivo
✨Know Your Stuff
Make sure you brush up on your knowledge of the UK mortgage market and current lender criteria. Being able to discuss recent changes or trends will show that you're proactive and engaged in your field.
✨Showcase Your People Skills
As a Mortgage Adviser, building relationships is key. Prepare examples of how you've successfully built rapport with clients or colleagues in the past. This will demonstrate your ability to fit into Attivo's client-centred approach.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in the role. Be ready to explain how you would provide tailored advice and support throughout the mortgage application process. This shows your understanding of the job and your problem-solving skills.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company culture or team dynamics. This not only shows your interest in the role but also helps you gauge if Attivo is the right fit for you.
