At a Glance
- Tasks: Meet clients, provide tailored mortgage advice, and build long-term relationships.
- Company: Join a tech-focused network supporting mortgage and protection advisers.
- Benefits: Earn up to £70,000 OTE with uncapped commission and flexible working options.
- Other info: Dynamic office culture with excellent career growth and ongoing training.
- Why this job: Make a real impact in clients' lives while enjoying a supportive team environment.
- Qualifications: CeMAP qualification and experience as a Mortgage & Protection Advisor required.
The predicted salary is between 42000 - 84000 £ per year.
This is an excellent opportunity for a qualified Mortgage Advisor / Mortgage Broker to join a supportive, office-based team environment, offering strong lead flow, client support, and uncapped earning potential within financial services and advisory work.
EARNINGS: £70,000 OTE (Uncapped) + Benefits
LOCATION: Hybrid / Liverpool, North West England
JOB TYPE: Full-Time, Permanent and Self-Employed Contracts Available
JOB OVERVIEW
We have a fantastic new job opportunity for a Mortgage Advisor / Mortgage Broker to join a growing and collaborative office-based team in Liverpool. This role is well suited to someone who enjoys working in a fast-paced, client-focused financial services environment. As a Mortgage Advisor / Mortgage Broker you will benefit from a strong flow of quality leads, excellent administrative support, and the flexibility of either employed or self‑employed arrangements, enabling you to focus on delivering outstanding advice and service.
The Mortgage Advisor / Mortgage Broker will work closely with clients to understand their needs, provide tailored mortgage and protection solutions, and build long‑term relationships based on trust and professionalism.
WHY JOIN?
- Generous, uncapped commission structure
- Strong lead flow and excellent client support
- Employed or self‑employed arrangements available
- A positive, team‑focused office environment in the heart of Liverpool
ABOUT THE COMPANY
The company is a technology‑focused Appointed Representative (AR) Network in the UK, offering comprehensive support services to mortgage and protection advisers. Their network comprises experienced ARs and advisers who specialise in tailored mortgage advice, protection, general insurance, and later life lending products. The company combines a strong focus on consumer‑centric service with bespoke solutions to help advisers succeed. They provide access to an extensive product range, professional marketing services, expert guidance, and ongoing training, all supported by a cutting‑edge technology platform. Additionally, the company hosts regular events and offers business development support to streamline operations and deliver the best outcomes for clients. As the Mortgage Advisor / Mortgage Broker you will have the support of a well‑established company behind you.
APPLY TODAY
Apply Today to take the next step in your career. Apply Now for our Recruitment Team to review your application.
DUTIES
Your duties as the Mortgage Advisor / Mortgage Broker include:
- Client Consultations: Meeting with clients to assess financial circumstances and mortgage needs
- Mortgage Advice: Providing clear, compliant advice on a range of mortgage products
- Protection Solutions: Advising clients on suitable protection products to meet their needs
- Relationship Management: Building and maintaining strong, long‑term client relationships
- Lead Management: Managing and converting provided leads efficiently and professionally
- Compliance: Ensuring all advice and processes meet regulatory and compliance standards
- Documentation: Completing accurate fact finds and application paperwork
- Office Collaboration: Working closely with colleagues in an office‑based environment
CANDIDATE REQUIREMENTS
- CeMAP or equivalent mortgage qualification
- Current CAS status
- Previous experience working as a Mortgage & Protection Advisor
- Confident and professional communication with clients
- A client‑first approach with strong attention to detail
- Comfortable working within a supportive office‑based team
- Strong time management and organisational skills
- A proactive and self‑driven approach to work
HOW TO APPLY
To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CVs of job applicants meeting this requirement will be submitted to our client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our client for this purpose.
JOB REF: AWDO-P14196
Mortgage Advisor / Mortgage Broker (AWDO-P14196) in Liverpool) employer: AWD online
Join a dynamic and supportive team as a Mortgage Advisor / Mortgage Broker in Liverpool, where you'll enjoy a positive office environment, strong lead flow, and the flexibility of employed or self-employed contracts. With uncapped earning potential and comprehensive training, this company prioritises your professional growth while providing exceptional client support and tailored solutions in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Advisor / Mortgage Broker (AWDO-P14196) in Liverpool)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like AWD online. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Mortgage Advisor / Mortgage Broker (AWDO-P14196) in Liverpool)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to AWD online.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on AWD online's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at AWD online
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with AWD online.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at AWD online will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former AWD online employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
