Mortgage Advisor

Mortgage Advisor

Sunderland Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients find the best mortgage options and manage their financial needs.
  • Company: Join a trusted independent broker with 20 years of experience in Tyneside.
  • Benefits: Enjoy flexible part-time hours and the chance to work with a supportive team.
  • Why this job: Make a real impact on clients' lives while developing your financial expertise.
  • Qualifications: No prior experience needed; just a passion for helping others and learning.
  • Other info: Perfect for students looking to gain valuable experience in finance.

The predicted salary is between 36000 - 60000 £ per year.

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 owners 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

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Mortgage Advisor employer: Catalyst

Join a well-established independent broker in Tyneside, where you will thrive in a supportive work culture that values your expertise and fosters professional growth. With a focus on client relationships and a commitment to employee development, this role offers flexible part-time hours, allowing you to balance work and personal life while making a meaningful impact in the community.
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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

Familiarise yourself with the latest mortgage products and regulations. Staying updated on industry trends will not only boost your confidence during interviews but also demonstrate your commitment to the role.

✨Tip Number 2

Network with professionals in the mortgage and finance sector. Attend local events or join online forums to connect with others in the field, which can lead to valuable insights and potential referrals.

✨Tip Number 3

Prepare for role-specific scenarios that may come up during interviews. Think about how you would handle various client situations, as this will showcase your problem-solving skills and customer service approach.

✨Tip Number 4

Research the company thoroughly. Understanding their values, services, and client base will help you tailor your conversation and show that you're genuinely interested in being part of their team.

We think you need these skills to ace Mortgage Advisor

Knowledge of Mortgage Products
Financial Analysis
Client Relationship Management
Regulatory Compliance
Excellent Communication Skills
Sales Skills
Attention to Detail
Problem-Solving Skills
Time Management
Negotiation Skills
Understanding of Financial Regulations
Customer Service Orientation
Ability to Work Independently
Networking Skills

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand the responsibilities and requirements of a Mortgage Advisor. Tailor your application to highlight relevant experience and skills that align with the role.

Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in mortgage advising or related fields. Use specific examples to demonstrate your ability to assess client circumstances and provide tailored mortgage solutions.

Craft a Compelling Cover Letter: Write a personalised cover letter that showcases your passion for the role and the company. Mention why you want to work for this independent broker and how you can contribute to their success.

Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.

How to prepare for a job interview at Catalyst

✨Know Your Mortgage Products

Make sure you have a solid understanding of various mortgage products and services. Be prepared to discuss how different options can meet client needs, as this will demonstrate your expertise and ability to provide tailored advice.

✨Understand the Client's Perspective

Show that you can empathise with clients by discussing common concerns they may have about mortgages. Prepare examples of how you've helped clients navigate these issues in the past, which will highlight your problem-solving skills.

✨Stay Updated on Regulations

Familiarise yourself with the latest mortgage regulations and compliance requirements. Being knowledgeable about current laws will not only impress your interviewers but also show that you are committed to providing ethical and responsible advice.

✨Prepare Questions for the Interviewers

Think of insightful questions to ask during the interview. This could include inquiries about the company's approach to client relationships or how they support their advisors. It shows your genuine interest in the role and helps you assess if it's the right fit for you.

Mortgage Advisor
Catalyst
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  • Mortgage Advisor

    Sunderland
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-08-22

  • C

    Catalyst

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