Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support clients through the mortgage process and deliver high-quality advice.
- Company: Professional financial services business focused on client satisfaction.
- Benefits: Structured training, mentoring, and support for professional qualifications.
- Why this job: Kickstart your career in finance and make a real difference for clients.
- Qualifications: Eager to learn with strong communication and organisational skills.
- Other info: Clear progression pathway and excellent earning potential.
We are seeking a Mortgage Adviser to join a professional and client focused financial services business. This role is ideal for someone at the early stages of their mortgage advisory career who is looking to develop their skills, knowledge, and experience within a regulated advice environment.
You will work supporting clients through the mortgage process while building a strong foundation toward becoming a fully competent Mortgage Adviser.
Key Responsibilities- Support partners in delivering high quality mortgage advice
- Assist with client fact finding, affordability assessments, and document collection
- Research mortgage products and lender criteria to support suitable recommendations
- Help manage mortgage cases from initial enquiry through to completion
- Liaise with lenders, solicitors, and internal teams to ensure timely case progression
- Maintain accurate and compliant client records in line with regulatory requirements
- Provide a high standard of client service and communication throughout the process
- Develop knowledge of mortgage products, regulation, and the wider financial services market
- Working towards or keen to work towards CeMAP (or equivalent)
- Previous experience in financial services or a client facing role is advantageous
- Strong communication and interpersonal skills
- Excellent organisation and attention to detail
- Professional, client-focused, and eager to learn
- Comfortable working in a regulated environment
- Confident using IT systems and CRM platforms
- Structured training and mentoring
- Support with professional qualifications and ongoing development
- Clear progression pathway and earning potential
Mortgage Advisor in Cardiff employer: JT Search
Contact Detail:
JT Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor in Cardiff
✨Tip Number 1
Network like a pro! Reach out to industry professionals on LinkedIn or attend local finance events. Building connections can lead to job opportunities that aren't even advertised yet.
✨Tip Number 2
Practice your pitch! Be ready to explain why you're the perfect fit for the Mortgage Advisor role. Highlight your eagerness to learn and your client-focused approach during conversations.
✨Tip Number 3
Research, research, research! Familiarise yourself with the latest mortgage products and regulations. This knowledge will impress potential employers and show you're serious about the role.
✨Tip Number 4
Apply through our website! We make it easy for you to showcase your skills and passion for the Mortgage Advisor position. Plus, it shows you're keen on joining our team!
We think you need these skills to ace Mortgage Advisor in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant financial services experience or client-facing roles you've had, as this will show us you're a great fit for the Mortgage Advisor position.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about becoming a Mortgage Advisor and how your background aligns with our needs. Keep it professional but let your personality come through!
Showcase Your Communication Skills: Since strong communication is key in this role, make sure your application is clear and concise. Use proper grammar and structure to demonstrate your attention to detail and professionalism—this is your first impression, so make it count!
Apply Through Our Website: We encourage you to apply directly through our website. This not only streamlines the process for us but also ensures that your application gets the attention it deserves. Plus, it’s super easy to do!
How to prepare for a job interview at JT Search
✨Know Your Mortgage Basics
Before stepping into the interview, brush up on your mortgage knowledge. Understand key terms, current market trends, and the mortgage process. This will not only show your enthusiasm but also demonstrate your commitment to becoming a competent Mortgage Adviser.
✨Showcase Your Client-Focused Approach
Since this role is all about supporting clients, be ready to share examples of how you've provided excellent customer service in the past. Think of specific situations where you went above and beyond to help a client, as this will highlight your suitability for the role.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about their training programmes, progression pathways, and how they support new advisers. This shows that you're genuinely interested in growing with the company and eager to learn.
✨Demonstrate Your Organisational Skills
As a Mortgage Adviser, you'll need to manage multiple cases efficiently. Be prepared to discuss how you stay organised and handle deadlines. You could mention tools or methods you use to keep track of tasks, which will reassure them of your ability to thrive in a regulated environment.
