At a Glance
- Tasks: Guide clients through the mortgage journey with expert advice and support.
- Company: Join a growing team in a supportive and collaborative financial services environment.
- Benefits: Competitive commission, lead sources, and opportunities for career progression.
- Other info: Flexible working models available to suit your lifestyle.
- Why this job: Make a real difference by helping people secure their dream homes.
- Qualifications: CeMAP qualification and experience as a Mortgage Advisor required.
The predicted salary is between 31500 - 38500 £ per year.
About the Role
We are seeking an experienced, motivated, and customer-focused Mortgage Advisor to join our growing team.
In this role, you will guide clients through the entire mortgage journey - from initial enquiry to completion - ensuring they receive clear, compliant, and high-quality advice tailored to their needs.
This is an excellent opportunity for advisers who are passionate about helping people secure the right mortgage and protection solutions while developing a strong career in financial services.
Key Responsibilities
- Client Advice & Relationship Management
- Provide expert mortgage and protection advice tailored to each client's financial circumstances and goals.
- Conduct thorough fact-find assessments to understand client needs.
- Explain mortgage types, rates, protection products, and associated processes in a clear and accessible manner.
- Build long-term relationships with clients, estate agents, and other referral partners.
- Mortgage Process & Compliance
- Manage the full mortgage process - application, submission, and follow-through to completion.
- Ensure all recommendations follow regulatory requirements and internal compliance standards.
- Maintain accurate, up-to-date client records and documentation.
- Stay informed on current mortgage products, lending criteria, and market changes.
- Performance & Business Development
- Work proactively to convert leads into completed mortgage applications.
- Develop and maintain strong relationships with referral partners to maximise lead flow.
- Meet agreed performance targets for activity, compliance, and customer satisfaction.
- Identify additional opportunities for appropriate protection products and financial solutions.
Skills & Experience Required
- Ce MAP (or equivalent) qualification - essential .
- Proven experience as a Mortgage Advisor or Mortgage & Protection Advisor.
- Strong understanding of mortgage products, underwriting processes, and lender criteria.
- Excellent communication and rapport-building skills.
- Ability to work independently and manage a busy pipeline of clients.
- High level of professionalism, customer focus, and attention to detail.
What We Offer
- Competitive commission structure and generous earning potential.
- High-quality, consistent lead sources.
- Full administrative and compliance support.
- Opportunities for progression, development, and additional qualifications.
Office-based, Hybrid or self-employed models available depending on location and business structure.
- A supportive, collaborative working culture with strong operational backing.
- Ideal Candidate Profile
We're looking for someone who is
- Confident in giving regulated mortgage and protection advice.
- Highly driven, proactive, and thrives in a sales-through-service environment.
- Able to build trust quickly with clients and partners.
- Organised and capable of managing multiple cases at varying stages.
- Motivated for both customer outcomes and commercial success
- #J-18808-Ljbffr
Mortgage Advisor employer: Embrace Financial Services
As a Mortgage Advisor with us, you'll be part of a dynamic and supportive team that prioritises your professional growth and success. We offer a competitive commission structure, high-quality lead sources, and comprehensive administrative support, all within a collaborative work culture that values your contributions. Join us in a role where you can make a meaningful impact on clients' lives while advancing your career in the thriving financial services sector.
Contact Details:
Embrace Financial Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Advisor
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Embrace Financial Services for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Embrace Financial Services. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Embrace Financial Services. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Embrace Financial Services
✨Show Off Your Financial Savvy
When you're talking with Embrace Financial Services, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Embrace Financial Services.
