Mortgage Adviser

Mortgage Adviser

Full-Time No working from home possible
mbf. Careers

London | £30,000 – £40,000 + Bonus | Hybrid Working

Do not wait to apply after reading this description a high application volume is expected for this opportunity.

An established and growing financial services business in London is looking to recruit an experienced Mortgage Adviser to join its client-focused team.

This is an excellent opportunity for a CeMAP-qualified adviser who enjoys building long-term client relationships rather than simply dealing with one-off transactions. You will advise across a broad range of mortgage and protection needs while developing a loyal book of repeat clients and introducers.

The business offers a supportive, professional environment, hybrid working and the opportunity to play an important role in its continued growth.

The Role

Working with both new and existing clients, you will provide clear, compliant mortgage and protection advice while managing cases through from initial enquiry to completion.

Your responsibilities will include:

  • Meeting and speaking with clients to understand their mortgage, borrowing and protection requirements
  • Researching the market and sourcing appropriate mortgage solutions
  • Providing clear and concise advice across mortgages and associated protection products
  • Supporting clients with applications and relevant documentation
  • Submitting mortgage applications to lenders and overseeing cases through to completion
  • Liaising with lenders, solicitors, surveyors and other third parties
  • Keeping clients informed throughout the application process
  • Maintaining accurate and compliant client records
  • Building strong relationships with clients and professional introducers
  • Developing a book of loyal repeat clients and generating referrals
  • Keeping up to date with xgikmsk developments across the mortgage and protection markets

The underlying job specification places particular emphasis on advisers taking ownership of their cases, maintaining compliance and CRM records, and building a book of repeat clients and introducers.

About You

The successful candidate will ideally have:

  • CeMAP or an equivalent mortgage qualification
  • At least 2 years' experience within the mortgage market, ideally with experience working as a Mortgage Adviser
  • Exp...

Mortgage Adviser employer: mbf. Careers

Join one of Scotland’s fastest-growing financial planning businesses, where you will thrive in a supportive and professional environment that values both personal and professional growth. With a commitment to providing high-quality advice and a strong focus on employee development, this independently owned practice offers excellent benefits, including financial support for industry qualifications and genuine opportunities for career progression. Experience the unique blend of a boutique firm's values with the resources of a larger organisation, all while working in the vibrant city of Edinburgh.

mbf. Careers

Contact Details:

mbf. Careers Recruitment Team