Mortgage Advisor

Mortgage Advisor

Newcastle upon Tyne Full-Time 24000 - 33600 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients find the best mortgage options and guide them through the process.
  • Company: Join a trusted independent broker in Tyneside with 20 years of experience.
  • Benefits: Enjoy hybrid working, free parking, and 20 days holiday plus bank holidays.
  • Why this job: Be part of a supportive team that values client relationships and offers growth opportunities.
  • Qualifications: You need a full CeMAP qualification and experience in mortgages.
  • Other info: Part-time role with a realistic commission of £10k per year.

The predicted salary is between 24000 - 33600 £ per year.

Job Description

Mortgage Advisor

Established for 20 years, our client, based in Tyneside, a respected and trusted independent broker, providing mortgages, life cover, wills & estate planning, is seeking to appoint two part-time mortgage advisors to manage the owner’s extensive client base whilst he focuses on client pensions and investments.

As Mortgage Advisor, you will:

  • Assess client circumstances, sourcing appropriate mortgage/re-mortgage products, providing guidance throughout the entire process
  • Progress applications
  • Calculate fees & monthly payments
  • Diary calls to review fixed rate mortgage renewal offers
  • Maintain and nurture strong client relationships to encourage repeat business and referrals
  • Stay up to date will all relevant industry-related topics

As Mortgage Advisor, you will need:

  • Full CeMAP or equivalent qualification
  • Experience in a whole-of-market environment
  • A proven track record in both purchase and re-mortgage cases
  • A high level of numeracy
  • Good attention to detail
  • Excellent verbal and written communication skills
  • IT literacy

Salary & benefits:

  • £24000 pa
  • Part-time, four-day week (Monday to Thursday, followed by Tuesday to Friday)
  • Commission (realistic £10k pa)
  • Hybrid working
  • Auto-enrolment pension
  • 20 days holiday plus bank holidays
  • Free parking
  • Free tea & coffee

Mortgage Advisor employer: Catalyst

Join a well-established independent broker in Tyneside, where you will thrive in a supportive work culture that values client relationships and professional growth. With flexible part-time hours, competitive commission opportunities, and a commitment to employee well-being, this role as a Mortgage Advisor offers a rewarding career path in a dynamic environment that encourages continuous learning and development.
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Contact Detail:

Catalyst Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Advisor

✨Tip Number 1

Network with professionals in the mortgage industry. Attend local events or join online forums where you can connect with other mortgage advisors and brokers. This can help you gain insights into the role and potentially lead to referrals.

✨Tip Number 2

Stay updated on the latest mortgage products and market trends. Subscribe to industry newsletters or follow relevant social media accounts. This knowledge will not only boost your confidence but also impress potential employers during discussions.

✨Tip Number 3

Prepare for interviews by practising common questions specific to mortgage advising. Focus on scenarios where you've successfully helped clients navigate their mortgage options, as this will demonstrate your expertise and client-focused approach.

✨Tip Number 4

Showcase your communication skills by engaging in mock consultations with friends or family. This will help you refine your ability to explain complex mortgage concepts clearly, which is crucial for building strong client relationships.

We think you need these skills to ace Mortgage Advisor

CeMAP Qualification
Numeracy Skills
Attention to Detail
Verbal Communication Skills
Written Communication Skills
Client Relationship Management
Mortgage Product Knowledge
Re-mortgage Process Understanding
IT Literacy
Time Management
Problem-Solving Skills
Sales Skills
Industry Knowledge
Customer Service Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your qualifications, particularly your CeMAP or equivalent certification. Emphasise your experience in a whole-of-market environment and any specific achievements in mortgage advising.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the mortgage industry and your ability to assess client circumstances effectively. Mention your strong communication skills and how you maintain client relationships.

Highlight Relevant Experience: In your application, detail your proven track record with both purchase and re-mortgage cases. Use specific examples to demonstrate your high level of numeracy and attention to detail.

Show Enthusiasm for the Role: Convey your passion for helping clients navigate the mortgage process. Mention your commitment to staying updated on industry-related topics, which is crucial for a Mortgage Advisor.

How to prepare for a job interview at Catalyst

✨Know Your Numbers

As a Mortgage Advisor, you'll need to demonstrate a high level of numeracy. Brush up on your calculations related to fees and monthly payments before the interview. Being able to quickly and accurately crunch numbers will impress your interviewers.

✨Showcase Your Communication Skills

Excellent verbal and written communication skills are crucial for this role. Prepare to discuss how you've effectively communicated complex mortgage information to clients in the past. Consider bringing examples of client interactions that highlight your ability to build strong relationships.

✨Stay Updated on Industry Trends

The mortgage industry is constantly evolving. Make sure you're up to date with the latest trends and regulations. During the interview, mention any recent changes you've followed and how they might impact clients. This shows your commitment to staying informed and providing the best service.

✨Prepare for Scenario Questions

Expect scenario-based questions where you may need to assess client circumstances and suggest appropriate mortgage products. Practice articulating your thought process clearly and logically. This will demonstrate your problem-solving skills and ability to handle real-life situations.

Mortgage Advisor
Catalyst
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  • Mortgage Advisor

    Newcastle upon Tyne
    Full-Time
    24000 - 33600 £ / year (est.)

    Application deadline: 2027-08-27

  • C

    Catalyst

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