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 industry 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 employee satisfaction.
- Qualifications: CeMAP (or equivalent) and 2 years' mortgage advisory experience required; Equity Release qualification preferred.
- Other info: This hybrid role offers a low-pressure environment with plenty of opportunities for personal growth.
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 your area. Attend local industry events or join online forums to connect with others who can provide insights and potentially refer you to opportunities.
✨Tip Number 2
Research the company culture of the firm you're applying to. Understanding their values and work environment can help you tailor your approach during interviews and demonstrate that you're a good fit for their team.
✨Tip Number 3
Prepare to discuss your previous client successes in detail. Be ready to share specific examples of how you've helped clients secure mortgages, as this will showcase your expertise and customer-first mindset.
✨Tip Number 4
Stay updated on 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.
We think you need these skills to ace Mortgage Advisor
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 skills required, such as CeMAP qualification and experience in mortgage advisory, to tailor your application accordingly.
Tailor Your CV: Highlight your relevant experience in mortgage advising, including any specific qualifications like CeMAP or Equity Release. Use clear examples of how you've successfully managed client relationships and provided compliant advice.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for the role and the company. Mention why you want to join this particular team and how your values align with their culture of support and long-term relationships.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application demonstrates attention to detail, which is crucial in the mortgage advisory field.
How to prepare for a job interview at JR United Kingdom
✨Know Your Stuff
Make sure you're well-versed in mortgage products and regulations. Brush up on your CeMAP knowledge and be ready to discuss how you’ve applied it in past roles.
✨Showcase Your Experience
Prepare examples from your previous work that highlight your advisory skills, particularly in handling client consultations and maintaining records. This will demonstrate your ability to manage a warm pipeline effectively.
✨Emphasise Team Fit
This role is all about being part of a close-knit team. Be prepared to talk about how you work collaboratively and contribute to a positive team culture. Share experiences where you've supported colleagues or built long-term relationships.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s culture, client base, and support for professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.