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For Companies At a Glance
- Tasks: Provide expert mortgage advice and manage client journeys from start to finish.
- Company: Join 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: Focus on advising clients without the pressure of self-generating leads in a supportive environment.
- Qualifications: Proven experience as a Mortgage Advisor and CeMAP qualified.
The predicted salary is between 35000 - 35000 ÂŁ 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 ÂŁ35k
- 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 in Stevenage employer: NRG Resourcing
Contact Detail:
NRG Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor in Stevenage
✨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 job opportunities.
✨Tip Number 2
Practice your pitch! When you get the chance to meet potential employers or clients, make sure you can clearly articulate your value as a Mortgage Advisor. Highlight your experience, client-focused approach, and how you can contribute to their success.
✨Tip Number 3
Leverage our website! Apply directly through StudySmarter for the best chance at landing that Mortgage Advisor role. We’ve got connections and insights that can help you stand out from the crowd.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and demonstrates your professionalism. Plus, it’s a great opportunity to reiterate why you’re the perfect fit!
We think you need these skills to ace Mortgage Advisor in Stevenage
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! Share your passion for providing quality advice and building long-term client relationships. Let us know why you're excited about joining our boutique brokerage and how you can contribute to our success.
Showcase Your Client-Focused Approach: In both your CV and cover letter, emphasise your strong client-focused approach and excellent communication skills. We value advisors who can manage the full client journey and maintain long-term relationships, so make sure to highlight relevant experiences!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing candidates who take that extra step!
How to prepare for a job interview at NRG Resourcing
✨Know Your Stuff
Make sure you brush up on your mortgage knowledge, especially around the types of products and regulations. Being able to discuss specific scenarios or recent changes in the market will show that you're not just a candidate, but a knowledgeable advisor ready to hit the ground running.
✨Showcase Your Client Relationship Skills
Since this role emphasises long-term client relationships, be prepared to share examples of how you've built and maintained these connections in the past. Think about specific instances where your approach led to positive outcomes for clients, as this will resonate well with the interviewers.
✨Emphasise Team Collaboration
This company values a collaborative environment, so highlight your experience working within teams. Share stories that demonstrate your ability to work closely with paraplanners and case managers, ensuring a smooth process for clients while contributing to team success.
✨Prepare Questions
Interviews are a two-way street, so come armed with thoughtful questions about the company's culture, growth opportunities, and how they support their advisors. This shows your genuine interest in the role and helps you assess if it's the right fit for you.