At a Glance
- Tasks: Advise clients on mortgages and manage relationships from start to finish.
- Company: Global financial services firm with a strong UK mortgage division.
- Benefits: No cold calling, uncapped earnings, and dedicated support.
- Other info: Opportunities for career growth into senior or management roles.
- Why this job: Focus on advising clients while we provide warm leads for you.
- Qualifications: CeMAP qualification and experience as a regulated Mortgage Broker required.
The predicted salary is between 74250 - 90750 £ per year.
Are you a CeMAP-qualified Mortgage Broker looking to eliminate the stress of self-generation and focus on what you do best—advising clients and closing deals? We are a global financial services firm expanding our UK regulated mortgage division. Due to continuous growth and dedicated marketing investment, we provide a consistent stream of fully qualified, warm inbound leads.
Key Responsibilities
- Provide whole-of-market (or regulated panel) advisory services on residential and buy-to-let mortgages, alongside protection products.
- Manage client relationships from initial consultation through to completion, ensuring full regulatory compliance and seamless service delivery.
- Conduct comprehensive fact-finds to assess client affordability, requirements, and risk profiles.
- Liaise directly with underwriters, business development managers, estate agents, and solicitors to expedite applications.
- Maintain complete compliance with FCA guidelines, TCF (Treating Customers Fairly) principles, and internal quality standards.
Requirements
- Qualifications: Full CeMAP qualification (or equivalent recognised UK mortgage qualification) is essential.
- Experience: Proven track record as a regulated Mortgage Broker/Adviser within the UK market.
- Skills: Excellent communication, rapport-building, and negotiation skills, with strong attention to detail in compliant record-keeping.
- Driven: Self-motivated mindset with a focus on client outcomes and high performance.
What We Offer
- Consistent Lead Supply: Quality, pre-screened inbound leads provided daily—no cold calling or compulsory self-generation required.
- Global Brand Strength: Backing and stability from an established, international financial services brand.
- Uncapped Earning Potential: Strong base salary paired with a lucrative, transparent commission structure.
- Administrative Support: Access to dedicated case managers and processing support to reduce admin burden.
- Career Growth: Professional development opportunities into senior, specialist, or management paths.
Mortgage Advisor employer: Fintellect Recruitment
Join a well-established financial services business in Manchester that prioritises a customer-first culture and offers a dynamic work environment. As a Complaints Team Manager, you will lead a high-performing team while benefiting from a comprehensive package that includes annual bonuses, healthcare support, and flexible wellbeing initiatives. With a strong focus on employee development and a collaborative atmosphere, this role provides an excellent opportunity to make a meaningful impact on customer outcomes and advance your career.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Advisor
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Fintellect Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Fintellect Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Fintellect Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Fintellect Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fintellect Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fintellect Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Fintellect Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
