About the Role
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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
- CeMAP (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. xgikmsk
- Ability to work independently and manage a busy pipeline of clients.
Mortgage Advisor in St Ives employer: Embrace Financial Services Careers
As a Mortgage Advisor with us, you will thrive in a supportive and collaborative work environment that prioritises your professional growth and success. We offer a competitive commission structure, high-quality lead sources, and full administrative support, allowing you to focus on delivering exceptional service to clients. With opportunities for progression and development, this role is perfect for those passionate about helping others secure their financial futures while enjoying a rewarding career in financial services.
Contact Details:
Embrace Financial Services Careers Recruitment Team
