Mortgage Broker

Mortgage Broker

Full-Time 24000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients find the perfect mortgage and guide them through the application process.
  • Company: Established financial advisory firm in SW London with a client-focused approach.
  • Benefits: Competitive salary, uncapped commission, ongoing training, and a supportive team environment.
  • Why this job: Make a real difference in clients' lives while building a rewarding career.
  • Qualifications: Must be fully qualified to give mortgage advice; experience preferred.
  • Other info: Great career progression opportunities and a friendly office culture.

The predicted salary is between 24000 - 42000 £ per year.

Location: SW London

£30,000 basic - attractive commission/all leads provided

Our client is a well‑established independent financial advisory firm based in SW London, providing bespoke mortgage advice, protection planning and estate services to clients across the UK. The team prides itself on clear, client‑focused guidance and market‑wide mortgage solutions.

Role Overview

As a Mortgage Broker / Adviser, you will work directly with clients to understand their financial circumstances and property goals, recommend appropriate mortgage products from across the market, guide them through the application process and deliver exceptional customer service throughout. You will be part of a friendly and supportive team helping clients with residential purchases, remortgages, buy‑to‑let and other mortgage solutions.

Key Responsibilities

  • Conduct thorough client fact‑find interviews to assess financial situation, borrowing needs and objectives.
  • Research and source suitable mortgage products from a wide panel of lenders, matching options to client requirements.
  • Provide clear, compliant mortgage advice and explain recommendations in client‑friendly terms.
  • Prepare and present Key Facts Illustrations, suitability letters and compliance documentation.
  • Manage the full application journey – submit cases, liaise with lenders, solicitors and third parties, chase progress and handle any issues to ensure smooth completions.
  • Maintain accurate records of all client interactions and documentation in line with FCA regulations.
  • Build long‑lasting client relationships with a focus on service quality and retention.
  • Collaborate with colleagues to support business growth and team targets.

Skills & Qualifications

  • Fully qualified to give mortgage advice – CeMAP, CII or equivalent qualification (essential).
  • Previous experience in mortgage broking, advising or financial services (preferred).
  • Strong understanding of residential and buy‑to‑let mortgage markets.
  • Ideally experience of Life & Protection products.
  • Excellent communication and customer service skills.
  • Ability to work independently and as part of a team.
  • High standards of professional conduct and compliance awareness.

Benefits

  • Competitive salary and uncapped commission structure.
  • Starting salary: £30,000, realistic OTE of £45,000 (well established advisers are earning £50‑70k).
  • Ongoing training & development with opportunities for career progression.
  • Supportive, team‑orientated working environment.
  • Pension scheme, company events and wellbeing programmes.
  • Office based role (parking available and close to public transport links).
  • Monday to Friday 9am – 6pm (1 Saturday per month, 9‑5pm).

Mortgage Broker employer: KFS Recruitment

Our client is an excellent employer, offering a competitive salary and an uncapped commission structure that rewards hard work and dedication. With a supportive, team-oriented culture in SW London, employees benefit from ongoing training and development opportunities, ensuring career progression while enjoying a healthy work-life balance. The firm prioritises employee wellbeing through various programmes and fosters long-lasting client relationships, making it a fulfilling place to grow your career as a Mortgage Broker.
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Contact Detail:

KFS Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Broker

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial services industry, especially those who are already working as mortgage brokers. They can provide insider tips and might even refer you to open positions.

✨Tip Number 2

Practice your pitch! When you get that interview, be ready to explain how your skills match the role. Highlight your experience with client interactions and your understanding of mortgage products to show you're the right fit.

✨Tip Number 3

Stay updated on market trends! Knowing the latest mortgage products and regulations will not only impress potential employers but also help you provide better advice to clients once you land the job.

✨Tip Number 4

Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your qualifications. Plus, it shows you’re serious about joining our team!

We think you need these skills to ace Mortgage Broker

CeMAP
CII
Mortgage Advice
Client Fact-Find Interviews
Research and Sourcing Mortgage Products
Compliance Documentation
Application Management
Communication Skills
Customer Service Skills
Relationship Building
Team Collaboration
Understanding of Residential and Buy-to-Let Markets
Life & Protection Products Knowledge
Professional Conduct
Compliance Awareness

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Mortgage Broker role. Highlight your relevant experience in mortgage broking and any qualifications like CeMAP. We want to see how your skills match what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about helping clients with their mortgage needs and how you can contribute to our supportive team. Keep it friendly and professional!

Showcase Your Customer Service Skills: Since we pride ourselves on exceptional customer service, make sure to highlight any past experiences where you've gone above and beyond for clients. We love seeing examples of how you build long-lasting relationships!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our team!

How to prepare for a job interview at KFS Recruitment

✨Know Your Stuff

Make sure you brush up on your mortgage knowledge before the interview. Understand the different types of mortgage products and be ready to discuss how they fit various client needs. This will show that you're not just qualified, but also genuinely interested in helping clients.

✨Practice Client Scenarios

Since you'll be conducting client fact-finds, practice some common scenarios with a friend or family member. This will help you articulate your thought process and demonstrate your ability to assess financial situations effectively during the interview.

✨Showcase Your Communication Skills

As a Mortgage Broker, clear communication is key. During the interview, focus on explaining complex concepts in simple terms. This will highlight your ability to provide client-friendly advice, which is crucial for the role.

✨Ask Insightful Questions

Prepare some thoughtful questions about the company’s approach to client service and team collaboration. This shows that you’re not only interested in the role but also in how you can contribute to their success and growth.

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