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For Companies At a Glance
- Tasks: Guide clients through the mortgage journey, providing tailored advice and support.
- Company: Dynamic financial services company with a focus on customer satisfaction.
- Benefits: Competitive commission structure, full support, and opportunities for career progression.
- Why this job: Make a real difference in people's lives by helping them secure their dream homes.
- Qualifications: CeMAP qualification and experience as a Mortgage Advisor are essential.
- Other info: Flexible working options available, including home-based and hybrid models.
The predicted salary is between 36000 - 60000 £ 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
- 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 (Home Based - Evening & Weekend Working Essential) in Exeter employer: Embrace Financial Services
Contact Detail:
Embrace Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor (Home Based - Evening & Weekend Working Essential) in Exeter
✨Tip Number 1
Network like a pro! Get out there and connect with estate agents, financial advisors, and anyone 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 chatting with potential clients or partners, share your knowledge about mortgage products and market trends. This not only builds trust but also positions you as the go-to advisor in your area.
✨Tip Number 3
Stay organised! Keep track of your leads and follow up regularly. A simple reminder can make all the difference in converting a lead into a completed application. Plus, it shows you're dedicated to your clients.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to get your application in. Plus, you’ll be part of a supportive team that values your growth and success.
We think you need these skills to ace Mortgage Advisor (Home Based - Evening & Weekend Working Essential) in Exeter
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your application 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; explain how they’ve helped you in previous roles. We want to see how your CeMAP qualification and experience translate into real-world success in advising clients.
Be Personable: Remember, we’re all about building relationships! Use your application to convey your communication skills and customer focus. Share examples of how you've built trust with clients in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Embrace Financial Services
✨Know Your Mortgage Stuff
Make sure you brush up on your knowledge of mortgage products, underwriting processes, and lender criteria. Being able to confidently discuss these topics will show that you're not just qualified but also passionate about helping clients find the right solutions.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built strong relationships with clients and referral partners in the past. Highlighting your ability to communicate clearly and build trust will resonate well with interviewers looking for someone who can manage client expectations effectively.
✨Demonstrate Compliance Awareness
Familiarise yourself with the regulatory requirements and internal compliance standards relevant to the role. Be ready to discuss how you ensure that your advice is compliant and how you maintain accurate client records, as this is crucial in the mortgage industry.
✨Be Proactive and Results-Driven
Think of ways you've successfully converted leads into completed applications in previous roles. Share specific metrics or achievements that demonstrate your proactive approach and ability to meet performance targets, as this will align with the company's focus on business development.