At a Glance
- Tasks: Provide expert mortgage advice and build strong client relationships.
- Company: Dynamic finance brokerage with a supportive team culture.
- Benefits: Competitive salary, uncapped commission, ongoing training, and hybrid work model.
- Other info: Great career progression opportunities in a fast-paced environment.
- Why this job: Join a high-performing team and make a real impact in the finance sector.
- Qualifications: 2+ years in second charge lending and CeMAP qualified.
The predicted salary is between 35000 - 50000 € per year.
Specialist Mortgage Advisor – Second Charge Lending
Location- Hybrid role based in Bristol
Salary- £35,000 – £50,000 basic salary (depending on experience) Uncapped commission structure with realistic OTE of £60,000+
About the Role
An established and growing specialist finance brokerage is seeking an experienced Mortgage Advisor with a background in second charge lending. This is an excellent opportunity for a motivated and ambitious individual looking to join a high-performing team within a supportive and dynamic environment. Leads and enquiries are provided through a combination of company-generated business, introducers, and professional partnerships.
Key Responsibilities
- Provide professional, proactive and client-focused mortgage advice
- Build and maintain strong relationships with clients throughout the lending journey
- Deliver excellent customer service and achieve sales targets
- Communicate effectively with lenders, clients and third parties involved in the process
- Develop and maintain relationships with banks and lending partners
- Maintain accurate and compliant client records using the company CRM system
- Follow internal compliance procedures and maintain detailed case records
- Liaise with clients before and after application submission
- Support review and referral strategies
- Work collaboratively with colleagues and contribute to team development
Essential Skills & Attributes
- Strong sales motivation and target-driven mindset
- Excellent communication and relationship-building skills
- High standards of customer service
- Strong organisation and time management abilities
- Good understanding of mortgage and lending products
- Ability to work independently and use initiative
- Strong analytical and numerical skills
- Accurate with strong attention to detail
- Professional, personable and self-motivated
Experience & Qualifications
- Minimum 2 years’ experience advising on secured or second charge loans
- Experience managing cases from enquiry through to completion
- CeMAP qualified (or equivalent)
- Proven track record in second charge mortgage sales
- Comfortable working to targets in a fast-paced environment
- Good understanding of property finance solutions and exit strategies
- Confident using CRM systems and Microsoft Office applications
Benefits
- Competitive basic salary
- Uncapped commission structure
- Ongoing training and professional development
- Long-term career progression opportunities
- Hybrid working model
This opportunity would suit an experienced specialist mortgage advisor looking to join a progressive brokerage with strong lead flow and clear earning potential.
Mortgage Advisor- Bristol employer: Dobson Welch
Join a leading specialist finance brokerage in Bristol, where you will thrive in a supportive and dynamic environment that champions professional growth and development. With a competitive salary, uncapped commission structure, and a hybrid working model, this role offers not only financial rewards but also the chance to build lasting relationships with clients and industry partners. Embrace the opportunity to be part of a high-performing team dedicated to delivering exceptional service and achieving success together.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Advisor- Bristol
✨Tip Number 1
Network like a pro! Get out there and connect with other professionals in the mortgage and finance industry. Attend local events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and job opportunities.
✨Tip Number 2
Practice your pitch! You never know when you’ll meet someone who could help you land that Mortgage Advisor role. Prepare a short, engaging summary of your experience and what you bring to the table. Make it memorable!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a chance to reiterate why you’re the perfect fit for their team. Keep it friendly and professional!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you’re genuinely interested in joining our team!
We think you need these skills to ace Mortgage Advisor- Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Mortgage Advisor role. Highlight your experience in second charge lending and any relevant qualifications like CeMAP. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about mortgage advising and how you can contribute to our team. Keep it professional but let your personality come through.
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! If you've hit sales targets or improved client satisfaction, let us know. Numbers speak volumes, so include any quantifiable successes.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Dobson Welch
✨Know Your Stuff
Make sure you brush up on your knowledge of second charge lending and mortgage products. Be ready to discuss specific cases you've handled and how you navigated challenges. This shows you're not just familiar with the theory but have practical experience too.
✨Build Rapport
Since this role is all about client relationships, practice building rapport during your interview. Use active listening and engage with the interviewer by asking insightful questions about their team and company culture. This will demonstrate your strong communication skills and customer-focused mindset.
✨Showcase Your Achievements
Prepare to share specific examples of your past successes in mortgage advising. Highlight your sales targets, how you achieved them, and any innovative strategies you used. This will help illustrate your strong sales motivation and target-driven mindset.
✨Be Organised
Demonstrate your organisational skills by coming prepared with a structured approach to the interview. Bring copies of your CV, a list of questions, and any relevant documents. This not only shows your attention to detail but also your ability to manage multiple tasks effectively.
