Overview
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Join our growing team as a Mortgage Adviser and play a vital part in helping clients achieve their homeownership dreams. In this role, you'll guide clients through the mortgage process with clarity, confidence and genuine expert advice empowering them to make well-informed financial decisions and delivering a smooth, positive experience from first conversation to offer. It's an opportunity to thrive in a fast-paced advice firm while making a real difference to people's lives.
About us
Clever Financial Services has been established for over a decade and is one of the leading advice firms in our area. We provide tailored advice across our clients' mortgage, protection and financial planning needs, and much of our growth comes from client referrals and recommendations a direct reflection of the service we give. We are committed to supporting our advisers' development every step of the way.
What you'll do
Engage with clients to understand their financial goals and assess their mortgage and protection needs
Explain mortgage products, interest rates and repayment options clearly and confidently
Guide clients through applications accurately and efficiently, ensuring all required documentation is collected
Assess clients' financial information to determine eligibility and affordability
Work with lenders, underwriters and other professionals to facilitate timely approvals
Stay current on market trends, lending policies and regulatory requirements to give up-to-date advice
Follow up regularly with clients throughout the process, answering questions and providing support
Maintain accurate records and ensure every case meets network and regulatory compliance standards
What we're looking for
Essential
Minimum 1 year's experience as a practising Mortgage Adviser
CeMAP qualified (or equivalent), with the authorisations required to advise on mortgages
Excellent communication skills, with the ability to explain complex information simply
Strong organisation, with the ability to manage multiple client cases at once
A proactive, client-first attitude and a genuine passion for helping people
Confidence working independently as well as within a collaborative team
Right to work in the UK
Desirable
Experience advising on protection alongside mortgages
Familiarity with mortgage regulations and network compliance requirements
Existing client relationships or a track record built on referrals
What we offer
Competitive basic salary / commission structure
A steady flow of client opportunities, so you can focus on advising rather than chasing leads
Genuine progression as the firm grows
Full support towards further industry qualifications
A supportive, close-knit team and a professional office in Harrow
We are an equal opportunity employer and value diversity at our firm. We do not discriminate on the basis of background or need. xiskglj If you require any adjustments to make the recruitment process easier, please let us know.
Mortgage Advisor in Greenhill employer: Clever Financial Services Ltd.
Clever Financial Services is an exceptional employer, offering a supportive and collaborative work environment in Harrow where Mortgage Advisers can thrive. With a commitment to employee development and genuine progression opportunities, our team enjoys a steady flow of client referrals, allowing them to focus on delivering expert advice and making a meaningful impact on clients' lives. Join us to be part of a close-knit team that values diversity and fosters professional growth.
Contact Details:
Clever Financial Services Ltd. Recruitment Team
