At a Glance
- Tasks: Guide clients through the mortgage journey, providing tailored advice and support.
- Company: Join a growing team in a supportive and collaborative financial services environment.
- Benefits: Competitive commission structure, full support, 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 30000 - 40000 £ per year.
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
- 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.
- 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.
- 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.
- 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
- 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.
Mortgage Advisor in Dundee employer: Embrace Financial Services
Join a dynamic and supportive team as a Mortgage Advisor, where your expertise will be valued and rewarded. With a competitive commission structure, high-quality lead sources, and opportunities for professional development, you will thrive in a collaborative work culture that prioritises both client satisfaction and your career growth. Located in a vibrant area, this role offers flexibility with office-based, hybrid, or self-employed options to suit your lifestyle.
Contact Details:
Embrace Financial Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Advisor in Dundee
✨Tip Number 1
Network like a pro! Get out there and connect with estate agents, financial planners, and other professionals in the industry. Building relationships can lead to referrals and opportunities that you won't find on job boards.
✨Tip Number 2
Show off your expertise! When you meet potential clients or partners, be ready to share your knowledge about mortgage products and the market. This not only builds trust but also positions you as the go-to advisor in your area.
✨Tip Number 3
Follow up, follow up, follow up! After meeting someone or having a conversation, send a quick message to keep the connection alive. A simple 'great to meet you' can go a long way in keeping you top of mind.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your skills and experience. Plus, it shows us you’re serious about joining our team!
We think you need these skills to ace Mortgage Advisor in Dundee
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience as a Mortgage Advisor. Use keywords from the job description to show that you understand what we're looking for and how you fit the bill.
Showcase Your Skills:Don’t just list your qualifications; demonstrate how your skills align with our needs. Talk about your experience in client advice, relationship management, and compliance to really stand out.
Be Clear and Concise:When writing your application, keep it straightforward and to the point. We appreciate clarity, so make sure your sentences are easy to read and your main points shine through.
Apply Through Our Website:We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Embrace Financial Services
✨Know Your Mortgage Products
Make sure you brush up on the different types of mortgage products and protection solutions available. Be ready to explain these clearly, as clients will rely on your expertise to guide them through their options.
✨Showcase Your Relationship-Building Skills
Prepare examples of how you've successfully built relationships with clients and referral partners in the past. This role is all about trust, so demonstrating your ability to connect with people will be key.
✨Understand Compliance Inside Out
Familiarise yourself with the regulatory requirements and compliance standards relevant to the mortgage industry. Being able to discuss how you ensure compliance in your previous roles will show that you take this aspect seriously.
✨Demonstrate Your Proactivity
Think of instances where you've proactively converted leads into completed applications. Highlighting your sales-through-service approach will resonate well with the interviewers, as they’re looking for someone who can drive results.
