Overview 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 commu...
