Mortgage Advisor (Telephone/ Home Based)
Mortgage Advisor (Telephone/ Home Based)

Mortgage Advisor (Telephone/ Home Based)

Milton Keynes Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help customers with home finance advice and applications, ensuring excellent service.
  • Company: Join Gatehouse Bank, a challenger bank founded in 2007, operating under Shariah principles.
  • Benefits: Enjoy 25 days holiday, pension plan, private medical insurance, and more perks.
  • Why this job: Make a real impact in the finance sector while developing your skills in a supportive environment.
  • Qualifications: Previous mortgage advisory experience and understanding of banking credit processes required.
  • Other info: We value diversity and encourage applications from all backgrounds.

The predicted salary is between 36000 - 60000 £ per year.

A Home Finance Adviser provides customers (UK/Expat/International) with a full advice and recommendation service for Home Finance working in accordance with the Banks values, scope of service, regulatory and compliance requirements whilst maintaining excellent customer satisfaction.

To source and progress Regulated (Home Purchase Plan) and Non-Regulated (Buy to Let) home finance applications through to completion and working within the agreed SLAs. The role holder is responsible for making suitable recommendations to the Bank’s credit function to enable growth of the Home Finance book in line with business strategy, whilst ensuring that all finance applications are completed within policy and criteria.

Generate telephone appointment activity in order to achieve new business goals, tracking potential customers and following up on enquiries. To achieve set individual targets in a variety of areas and to contribute towards the overall performance of the Commercial and Home finance business, whilst minimising the risk of losses. Work alongside the Home Finance BDMs. Ensure that market, sector, and Regulatory knowledge is continuously developed and maintained.

Your role as Home Finance Adviser is a certified function.

  • Regulatory status: Previous experience in a Mortgage advisory capacity ideally with broad Broker experience
  • Experience within the specialist Mortgages sector.
  • A detailed understanding of banking credit processes.
  • Advanced understanding of Mortgage products.

Founded in 2007, we are a challenger bank that operates in accordance with Shariah principles, with offices in London, Milton Keynes and Wilmslow. We offer personal and corporate savings products and finance for UK residential property, in addition to sourcing and advising on UK real estate investments.

25 days holiday entitlement increasing with service ~ Pension plan ~ Private medical insurance ~ Group dental insurance ~ Life assurance ~ Employee referral bonus.

Gatehouse Bank is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, gender reassignment, religion or belief, marital status, or pregnancy and maternity.

Please be advised that we have an appointed recruitment partner, The Curve Group, to manage our recruitment process and give candidates the best possible experience in pursuing a career with Gatehouse Bank. The personal details you have shared with us may be processed by The Curve Group on behalf of Gatehouse Bank.

Mortgage Advisor (Telephone/ Home Based) employer: Gatehouse Bank plc

Gatehouse Bank is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee growth and development. With a comprehensive benefits package including 25 days of holiday, private medical insurance, and a pension plan, employees are well taken care of while working in a dynamic environment that encourages innovation and collaboration. As a challenger bank committed to Shariah principles, we provide unique opportunities for Mortgage Advisors to thrive in their careers while making a meaningful impact in the financial sector.
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Contact Detail:

Gatehouse Bank plc Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Advisor (Telephone/ Home Based)

✨Tip Number 1

Familiarise yourself with the latest mortgage products and regulations in the UK. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in a fast-paced industry.

✨Tip Number 2

Network with professionals in the mortgage advisory field. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities at Gatehouse Bank.

✨Tip Number 3

Prepare for role-specific scenarios that may come up during interviews. Think about how you would handle various customer situations, as demonstrating your problem-solving skills can set you apart from other candidates.

✨Tip Number 4

Showcase your ability to meet targets and work under pressure. Be ready to discuss past experiences where you successfully achieved goals, as this aligns with the performance expectations of the Home Finance Adviser role.

We think you need these skills to ace Mortgage Advisor (Telephone/ Home Based)

Mortgage Advisory Experience
Regulatory Compliance Knowledge
Customer Service Excellence
Communication Skills
Sales and Negotiation Skills
Attention to Detail
Understanding of Banking Credit Processes
Knowledge of Mortgage Products
Time Management
Problem-Solving Skills
Market Research Skills
Ability to Work Under Pressure
Adaptability to Changing Regulations
Team Collaboration

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities of a Mortgage Advisor. Familiarise yourself with the specific requirements mentioned in the job description, such as experience in mortgage advisory and knowledge of banking credit processes.

Tailor Your CV: Customise your CV to highlight relevant experience in mortgage advisory roles. Emphasise your understanding of mortgage products and any previous work with regulated and non-regulated home finance applications.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention how your skills align with the bank's values and your commitment to maintaining excellent customer satisfaction.

Highlight Regulatory Knowledge: Since this role requires a detailed understanding of regulatory compliance, ensure you mention any relevant certifications or training you have completed in this area. This will demonstrate your preparedness for the certified function of the role.

How to prepare for a job interview at Gatehouse Bank plc

✨Know Your Mortgage Products

Make sure you have a solid understanding of various mortgage products, especially those relevant to the role. Be prepared to discuss how different products can meet customer needs and how they align with regulatory requirements.

✨Demonstrate Customer-Centric Approach

Showcase your ability to provide excellent customer service. Prepare examples of how you've successfully assisted clients in the past, focusing on your communication skills and ability to build rapport over the phone.

✨Familiarise Yourself with Regulatory Standards

Since this role involves compliance with banking regulations, brush up on the relevant laws and guidelines. Being able to discuss these confidently will demonstrate your preparedness for the role.

✨Prepare for Scenario-Based Questions

Expect questions that assess your problem-solving skills in real-life scenarios. Think about how you would handle specific situations related to mortgage applications or customer inquiries, and be ready to articulate your thought process.

Mortgage Advisor (Telephone/ Home Based)
Gatehouse Bank plc
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  • Mortgage Advisor (Telephone/ Home Based)

    Milton Keynes
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-05-14

  • G

    Gatehouse Bank plc

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