At a Glance
- Tasks: Provide tailored mortgage advice and manage client consultations in a hybrid working model.
- Company: Join a leading fintech recruitment firm focused on innovation and growth.
- Benefits: Competitive salary, bonuses, private medical, and flexible working hours.
- Other info: Be part of a diverse team with strong career development opportunities.
- Why this job: Make a real impact in the fintech industry while helping clients achieve their mortgage goals.
- Qualifications: Relevant mortgage advice qualification and experience in mortgage broking.
The predicted salary is between 39600 - 48400 £ per year.
Company Description
MTBW Careers specializes in recruiting top talent for fintech companies in London, focusing on roles that drive business growth and innovation.
The organization partners with leading financial technology firms to match skilled professionals with long‑term career opportunities.
Candidates benefit from MTBW Careers’ insight into the mortgage and broader fintech markets, as well as access to roles with strong development potential.
The team is committed to fair, inclusive hiring practices and supports candidates throughout the recruitment process.
Role Description
This full‑time Mortgage Adviser role is based in London with a hybrid working model, combining time in the office with the option to work from home on agreed days.
The Mortgage Adviser will provide tailored mortgage advice to clients, assessing their needs, financial circumstances, and risk profiles to recommend appropriate products.
Daily responsibilities include conducting client consultations, preparing and submitting mortgage applications, liaising with lenders and other stakeholders, and ensuring all documentation is accurate and compliant.
The role also involves maintaining up‑to‑date knowledge of mortgage products and regulations, managing a pipeline of cases, and delivering clear, transparent communication to clients throughout the process.
The successful candidate will work closely with internal teams to support business growth while maintaining high standards of client service and ethical practice.
The ideal candidate will possess
- Relevant qualification to be able to give mortgage advice in the UK (e. g. Ce MAP / Certificate in Mortgage Advice).
- Extensive experience in mortgage broking and operations, with a proven track record of delivering great customer outcomes in a high volume mortgages business.
- In‑depth knowledge of mortgage products, regulatory requirements, and industry trends.
- Experience presenting webinars and building relationships for business development.
- Strong analytical, problem‑solving, and decision‑making skills.
- Excellent communication and interpersonal abilities.
- A results‑oriented mindset with a focus on delivering exceptional customer service and achieving operational excellence.
Highly desirable (but non‑essential)
- Relevant qualification to be able to give protection advice in the UK (e. g. Certificate in protection, R05 protection advice), with experience in giving protection advice.
- Experience in a scale‑up business (0‑100 employees).
- Experience presenting webinars and building relationships for business development.
Helpful: random acts of kindness make the workplace a better place so, go out of your way to be helpful, and give people reasons to smile.
Straightforward: life is complicated enough. Don’t make it harder for yourself, or for others. Sometimes the simplest approach works wonders.
Bold: every great business started with a flash of inspiration. If you’ve got a great idea, don’t keep it to yourself
Join a firm with genuine purpose and impact on our customers, along with a strong moral code.
- Competitive salary + benefits (bonus, pension, private medical, income protection, death in service).
- Potential to get equity in the company in the future.
- Access to Wellness / mental health support (mental health support through private medical).
- Budget for additional learning / cost of exams.
- Electric vehicle leasing through salary sacrifice / cycle to work scheme.
- Flexible working hours and hybrid remote working (typically 2‑3 days a week working in the office (20 Farringdon Street)).
- Exceptionally open and diverse, multinational team.
Mortgage Adviser employer: MTBW Careers
Join a vibrant scale-up in the heart of London, where your expertise as a Mortgage Adviser will be valued and rewarded. With a strong focus on employee growth, this company offers excellent career progression opportunities, a supportive work culture, and the flexibility of a hybrid working model. Enjoy competitive benefits while being part of a team that is dedicated to driving innovation in the fintech sector.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Adviser
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like MTBW Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Mortgage Adviser
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to MTBW Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on MTBW Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at MTBW Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with MTBW Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at MTBW Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former MTBW Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
