At a Glance
- Tasks: Deliver mortgage and protection advice to clients, managing the process from consultation to application.
- Company: Join a well-established financial advisory firm with a loyal client base and great reputation.
- Benefits: Earn £35,000–£40,000 plus bonuses, enjoy 22 days holiday (rising to 30), and work in a supportive team.
- Why this job: Be part of a friendly, down-to-earth team that values long-term relationships and career growth.
- Qualifications: You need CeMAP (or equivalent) and at least 2 years' experience in mortgage advisory.
- Other info: This hybrid role offers a low-pressure environment with plenty of warm referrals.
The predicted salary is between 28000 - 48000 £ per year.
Are you an experienced Mortgage Adviser ready to work with a trusted, whole-of-market broker? Do you want to join a close-knit, professional team that values long-term relationships and truly enjoys what they do? We’re working with a long-established financial advisory firm with a strong, loyal client base and a stellar reputation in the industry. This hybrid role offers the chance to join a down-to-earth, sociable team where people stick around – because they’re well looked after, supported, and enjoy their work.
The Role:
You’ll be delivering clear, compliant mortgage and protection advice to a warm pipeline of clients and introducers. There’s a healthy book of business already in place – and plenty of scope to build your own through referrals. You’ll handle everything from initial consultation through to application submission, maintaining thorough records and CRM updates throughout.
What’s in it for you:
- £35,000–£40,000 basic + tiered bonus (realistic earnings above £60k)
- 22 days holiday + bank hols (rising to 30)
- Long-term clients, warm referrals, low-pressure environment
- A genuinely nice team culture – people stay for a reason!
What You’ll Need:
- CeMAP (or equivalent) & at least 2 years’ mortgage advisory experience
- Equity Release qualification – or willingness to complete it in your first 12 months
- Strong diary management, attention to detail, and CRM diligence
- Confidence, clarity, and a customer-first mindset
This role is ideal for someone who wants to take pride in their advice, be part of a supportive team, and build a long-term career. If that sounds like you, hit apply or get in touch for more info.
Mortgage Advisor employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor
✨Tip Number 1
Network with other mortgage professionals in Sheffield and South Yorkshire. Attend local industry events or join relevant online forums to connect with potential colleagues and clients. Building relationships can lead to referrals and insider knowledge about job openings.
✨Tip Number 2
Familiarise yourself with the specific needs and preferences of clients in the Sheffield area. Understanding local market trends and client demographics can help you tailor your approach and stand out during interviews.
✨Tip Number 3
Prepare for interviews by practising common mortgage advisory scenarios. Be ready to discuss how you would handle various client situations, showcasing your expertise and customer-first mindset, which is crucial for this role.
✨Tip Number 4
Research the company culture of the firm you're applying to. Highlight your alignment with their values during conversations, especially regarding teamwork and long-term client relationships, to demonstrate that you're a great fit for their close-knit team.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Mortgage Adviser. Include specific achievements, such as successful client consultations or any targets you've exceeded, to demonstrate your capability.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for the role and the company. Mention your CeMAP qualification and how your experience aligns with their values of long-term relationships and customer-first mindset.
Showcase Your Skills: In your application, emphasise your strong diary management and attention to detail. Provide examples of how you've maintained thorough records and CRM updates in previous roles.
Highlight Your Team Spirit: Since the company values a supportive team culture, mention any experiences where you contributed to a positive team environment or collaborated effectively with colleagues to achieve common goals.
How to prepare for a job interview at JR United Kingdom
✨Showcase Your Experience
Be prepared to discuss your previous roles as a Mortgage Adviser. Highlight specific cases where you successfully guided clients through the mortgage process, demonstrating your expertise and ability to build relationships.
✨Understand the Company Culture
Research the firm’s values and team dynamics. Since they emphasise a supportive and sociable environment, be ready to explain how you align with their culture and how you can contribute positively to the team.
✨Prepare for Technical Questions
Expect questions related to mortgage products, compliance, and client management. Brush up on your knowledge of current market trends and regulations to showcase your competence and confidence during the interview.
✨Demonstrate a Customer-First Mindset
Since the role requires a customer-first approach, prepare examples that illustrate how you prioritise client needs and provide tailored advice. This will show your commitment to delivering exceptional service.