At a Glance
- Tasks: Provide expert mortgage advice and manage client journeys from start to finish.
- Company: A collaborative boutique mortgage brokerage focused on quality and growth.
- Benefits: Competitive salary, strong bonuses, hybrid work, private health insurance, and 25 days holiday.
- Other info: Enjoy long-term career development and quarterly social events.
- Why this job: Join a supportive team where you can thrive without high-pressure sales expectations.
- Qualifications: Proven experience as a Mortgage Advisor and CeMAP qualified.
The predicted salary is between 35000 - 35000 £ per year.
Hybrid | 3 days office / 2 days WFH | Competitive Salary + Strong Bonus Scheme
If you’re a Mortgage Advisor who values quality advice, strong client relationships and long‑term progression over high‑pressure sales, this role offers exactly that. You’ll inherit an engaged client bank, work within a collaborative boutique firm and be supported by a robust paraplanning function allowing you to focus on advising and delivering excellent outcomes.
About the Company
Our client is a directly authorised, boutique mortgage brokerage built on collaboration, shared ownership and high performance. The team operates without rigid hierarchies, encouraging autonomy, accountability and shared success. Continued growth has created the opportunity for an Advisor to join and play a key role in servicing and developing an established client base.
The Role
You’ll join as an employed Mortgage Advisor, taking ownership of allocated client cases from initial consultation through to completion and beyond. The role focuses on advising existing and inbound clients, supported by paraplanners and case managers who ensure a smooth end‑to‑end journey. This position suits an Advisor who enjoys providing holistic, compliant advice and building long‑term relationships without the expectation to self‑generate leads.
Key Responsibilities
- Provide regulated mortgage advice to new and existing clients.
- Manage the full client journey from fact‑find to completion.
- Convert pre‑qualified and inbound client leads.
- Maintain long‑term relationships through proactive client reviews.
- Work closely with paraplanners and case managers to ensure efficiency.
- Adhere to FCA compliance standards and internal processes.
- Contribute to continuous service and process improvements.
Skills & Experience
- Proven experience as a Mortgage Advisor.
- Confident advising on a range of residential mortgage scenarios.
- Strong client‑focused approach with excellent communication skills.
- Comfortable working in a close‑knit, collaborative team.
- Organised, self‑motivated and detail‑oriented.
- CeMAP qualified (or equivalent) – essential.
Package & Benefits
- Basic Salary £35k
- Strong performance‑based bonus scheme
- Hybrid working: 3 office days / 2 WFH
- Private health insurance (after 6 months)
- 25 days holiday plus bank holidays
- Quarterly social events
- Long‑term career development within a growing brokerage
Why Apply
This role offers the opportunity to focus on what you do best advising clients within a supportive, high‑quality environment. With no pressure to source your own business, strong infrastructure behind you and a clear commitment to adviser development, this is a position designed for sustainable success rather than short‑term targets.
Mortgage Advisor employer: NRG Resourcing
Our client is an exceptional employer, offering a supportive and collaborative work culture that prioritises quality advice and long-term client relationships. With a strong focus on employee growth, including access to private health insurance and generous holiday allowances, this boutique mortgage brokerage provides a unique opportunity for Mortgage Advisors to thrive without the pressure of high-pressure sales. The hybrid working model further enhances work-life balance, making it an attractive place for professionals seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Advisor
✨Tip Number 1
Network like a pro! Get out there and connect with other Mortgage Advisors and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and insider info on job openings.
✨Tip Number 2
Practice your pitch! When you land that interview, make sure you can clearly articulate your experience and how it aligns with the role. Focus on your client-focused approach and how you’ve built long-term relationships in the past. We want to hear your story!
✨Tip Number 3
Research the company! Before your interview, dive into the company’s values and culture. Understand their approach to client relationships and how they support their advisors. This will help you tailor your answers and show you’re genuinely interested in being part of their team.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’d be a perfect fit for their collaborative environment.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your proven experience as a Mortgage Advisor and any relevant qualifications like CeMAP. We want to see how you fit into our collaborative team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about providing quality advice and building long-term client relationships. Let us know how you can contribute to our supportive environment.
Showcase Your Client-Focused Approach:In your application, emphasise your strong client-focused approach and excellent communication skills. We value these traits highly, so share examples of how you've successfully managed client journeys in the past.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at NRG Resourcing
✨Know Your Stuff
Make sure you brush up on your mortgage knowledge, especially around residential scenarios. Be ready to discuss your experience and how you've provided compliant advice in the past. This will show that you're not just a good talker but also know the ins and outs of the role.
✨Showcase Your Client Focus
Prepare examples of how you've built long-term relationships with clients. Think about specific instances where your proactive approach led to positive outcomes. This is key for a role that values quality advice over high-pressure sales.
✨Team Player Vibes
Since this company thrives on collaboration, be ready to talk about your experiences working in a team. Highlight how you've worked closely with paraplanners or case managers to ensure a smooth client journey. This will demonstrate that you fit well into their close-knit environment.
✨Ask Smart Questions
Prepare thoughtful questions about the company's culture, their approach to client relationships, and how they support advisor development. This shows your genuine interest in the role and helps you assess if it's the right fit for you too.
