Mortgage Advisor

Mortgage Advisor

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

  • Tasks: Help clients find the best mortgage solutions and guide them through the application process.
  • Company: Join a reputable whole of market broker with a supportive and fun team environment.
  • Benefits: Enjoy a competitive salary, uncapped commission, and flexible hybrid working options.
  • Why this job: Be part of a thriving team where experienced advisors earn over £200K and support each other.
  • Qualifications: Must have CeMAP qualification and at least 2 years of mortgage advisory experience.
  • Other info: Opportunity for professional growth with training sessions and industry events.

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

THE OPPORTUNITY: Get Recruited is working with a well-established and reputable whole of market broker, who due to growth have an exciting opportunity for an experienced Mortgage & Protections Advisor to join their longstanding team. You'll be working alongside Advisors with 13, 10, and 17 years of service with the business in a friendly, fun and supportive environment. With Advisors taking home £200K+ in the business, you'll be looked after financially as well as in benefits and flexibility. This is a fantastic opportunity for an experienced Mortgage Advisor or Mortgage Broker to join a firm offering a highly competitive commission structure, a fantastic working environment and a supportive Director.

RESPONSIBILITIES:

  • Engage with new and existing clients to understand their mortgage and lending needs
  • Deliver clear, accurate, and FCA-compliant mortgage advice tailored to each client
  • Assist clients with application form completion
  • Submit fully packaged mortgage applications to lenders and manage the end-to-end process
  • Ensure full compliance with internal procedures and FCA guidelines throughout the customer journey
  • Liaise with all stakeholders involved in the application process; lenders, surveyors, solicitors, etc.
  • Provide regular updates to clients regarding application progress
  • Maintain accurate and up-to-date records on CRM systems, including re-broking dates and contact history
  • Upload all client documents securely to the system and follow paperless office protocols
  • Update shared tools such as Google Sheets and performance trackers as required
  • Attend industry events, CPD sessions, and training seminars to enhance your product and market knowledge

THE PERSON:

  • CeMAP (or equivalent) qualification is essential
  • Equity Release qualification required (or must be obtained within 12 months of joining)
  • Minimum 2 years' experience in a Mortgage Advisor or Mortgage Broker role
  • Strong organisational skills with excellent attention to detail
  • Confident communicator with a friendly and professional manner
  • Experience using CRM systems

TO APPLY: Please send your CV for immediate consideration. Get Recruited is acting as an Employment Agency in relation to this vacancy.

Mortgage Advisor employer: Get-Recruited (UK) Ltd

Join a leading whole of market broker in Central London, where you'll thrive in a hybrid working environment that promotes flexibility and work-life balance. With a strong focus on employee growth, you’ll benefit from a competitive commission structure and the opportunity to learn alongside seasoned Advisors in a supportive and fun atmosphere. Enjoy uncapped earnings potential while being part of a team that values your contributions and prioritises your professional development.
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Contact Detail:

Get-Recruited (UK) Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Advisor

✨Tip Number 1

Network with current Mortgage Advisors or Brokers in your area. Attend local industry events or seminars to connect with professionals who can provide insights about the company culture and expectations at StudySmarter.

✨Tip Number 2

Familiarise yourself with the latest mortgage products and market trends. Being knowledgeable about current offerings will not only boost your confidence but also impress potential employers during discussions.

✨Tip Number 3

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

✨Tip Number 4

Showcase your organisational skills by discussing how you manage client records and ensure compliance with FCA guidelines. Highlighting your attention to detail will resonate well with hiring managers looking for a reliable Mortgage Advisor.

We think you need these skills to ace Mortgage Advisor

CeMAP Qualification
Equity Release Qualification
Mortgage Application Processing
FCA Compliance Knowledge
Client Relationship Management
Strong Organisational Skills
Attention to Detail
Excellent Communication Skills
Experience with CRM Systems
End-to-End Mortgage Process Management
Stakeholder Liaison
Problem-Solving Skills
Time Management
Adaptability to Changing Regulations

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience as a Mortgage Advisor or Broker. Emphasise your CeMAP qualification, any equity release qualifications, and your strong organisational skills.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the mortgage industry. Mention specific experiences where you successfully engaged with clients and delivered FCA-compliant advice.

Highlight Your Achievements: In both your CV and cover letter, include quantifiable achievements, such as the number of successful applications you've processed or any sales targets you've exceeded. This will demonstrate your capability and success in the role.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the mortgage advisory role.

How to prepare for a job interview at Get-Recruited (UK) Ltd

✨Know Your Mortgage Products

Make sure you have a solid understanding of various mortgage products and the current market trends. This will help you answer questions confidently and demonstrate your expertise during the interview.

✨Showcase Your Compliance Knowledge

Since compliance is crucial in this role, be prepared to discuss your experience with FCA guidelines and internal procedures. Highlight any specific instances where you ensured compliance in your previous roles.

✨Demonstrate Client Engagement Skills

Prepare examples of how you've successfully engaged with clients in the past. Discuss your approach to understanding their needs and how you tailored your advice accordingly.

✨Familiarise Yourself with CRM Systems

As experience with CRM systems is essential, be ready to talk about the systems you've used and how you've maintained accurate records. Mention any specific tools or software you're proficient in.

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