Mortgage Advisor

Mortgage Advisor

Swansea Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients navigate mortgages and protection with tailored advice.
  • Company: Join a leading name in property and financial services.
  • Benefits: Earn £50,000 OTE+, enjoy uncapped commission, and receive comprehensive training.
  • Why this job: Be part of a supportive team that rewards hard work and offers clear career progression.
  • Qualifications: Must be CeMAP qualified or equivalent, with excellent communication skills.
  • Other info: Diversity and inclusion are championed; all backgrounds are encouraged to apply.

The predicted salary is between 36000 - 60000 £ per year.

Mortgage & Protection Advisor - Swansea

OTE £50,000+ | Excellent training, commission & progression

I’m working with a leading name in the property and financial services sector, and we’re looking for a driven Mortgage & Protection Advisor to join the team in Swansea. This is a fantastic opportunity for someone with CeMAP (or equivalent) who thrives in a fast-paced, customer-focused, and target-driven environment.

What’s on offer:

  • Competitive salary with £50,000 OTE+
  • Uncapped commission & bonus schemes
  • Comprehensive training & ongoing development
  • Warm leads from estate agency colleagues
  • Discounts on property-related services
  • Clear career progression path
  • Admin support & agile tech tools
  • Supportive, rewarding work environment
  • Incentive trips for top performers

You’ll need to:

  • Be CeMAP qualified (or equivalent)
  • Have the confidence to generate new business
  • Deliver outstanding customer service
  • Be resilient, positive, and detail-focused
  • Have excellent communication skills (verbal and written)
  • Be IT literate and hold a full UK driving licence

Key responsibilities:

  • Build strong relationships with estate agency colleagues
  • Guide customers through the full mortgage and protection journey
  • Provide tailored advice on products and services
  • Contribute to team success and share best practice

If you're passionate about delivering a brilliant customer experience and looking for a role where your hard work is genuinely rewarded, drop me a message to find out more or apply confidentially.

This employer champions diversity, inclusion, and equal opportunity—encouraging applications from all backgrounds.

Mortgage Advisor employer: Rayner Personnel

Join a leading name in the property and financial services sector as a Mortgage & Protection Advisor in Swansea, where you'll benefit from a competitive salary with an OTE of £50,000+, uncapped commission, and comprehensive training. Our supportive work environment fosters employee growth through clear career progression paths and ongoing development, while our commitment to diversity and inclusion ensures that all backgrounds are welcomed and valued.
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Contact Detail:

Rayner Personnel Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Advisor

✨Tip Number 1

Network with professionals in the property and financial services sector. Attend local events or join online forums where you can connect with current Mortgage Advisors and learn about their experiences and insights.

✨Tip Number 2

Familiarise yourself with the latest mortgage products and market trends. This knowledge will not only boost your confidence but also help you engage in meaningful conversations during interviews.

✨Tip Number 3

Prepare to demonstrate your customer service skills through role-play scenarios. Think of examples where you've gone above and beyond for clients, as this is crucial in a customer-focused role like a Mortgage Advisor.

✨Tip Number 4

Research the company culture and values of the employer. Tailor your approach to show how your personal values align with theirs, which can make a significant impact during the interview process.

We think you need these skills to ace Mortgage Advisor

CeMAP Qualification (or equivalent)
Customer Service Excellence
Business Development Skills
Resilience and Positivity
Attention to Detail
Excellent Verbal Communication
Strong Written Communication
IT Literacy
Relationship Building
Knowledge of Mortgage Products
Sales Skills
Time Management
Team Collaboration
Problem-Solving Skills

Some tips for your application 🫡

Highlight Your Qualifications: Make sure to prominently feature your CeMAP qualification (or equivalent) in your CV and cover letter. This is a key requirement for the Mortgage Advisor role, so don’t let it get buried in your application.

Showcase Customer Service Skills: In your application, provide specific examples of how you've delivered outstanding customer service in previous roles. Use metrics or feedback to demonstrate your success in this area, as it's crucial for this position.

Tailor Your Application: Customise your CV and cover letter to reflect the job description. Mention your ability to generate new business and your experience in a fast-paced environment, as these are essential traits for the role.

Express Your Passion: Convey your enthusiasm for the role and the company in your cover letter. Explain why you’re passionate about helping customers with their mortgage and protection needs, and how you align with the company's values of diversity and inclusion.

How to prepare for a job interview at Rayner Personnel

✨Showcase Your CeMAP Qualification

Make sure to highlight your CeMAP qualification during the interview. This is a key requirement for the role, and demonstrating your knowledge and understanding of mortgage products will show that you're well-prepared and serious about the position.

✨Demonstrate Customer Service Skills

Prepare examples of how you've delivered outstanding customer service in previous roles. The employer is looking for someone who thrives in a customer-focused environment, so showcasing your ability to build strong relationships will be crucial.

✨Be Ready to Discuss Business Generation

Think about strategies you've used in the past to generate new business. The role requires confidence in this area, so be prepared to discuss your approach and any successes you've had in attracting clients.

✨Communicate Clearly and Confidently

Excellent communication skills are essential for this role. Practice articulating your thoughts clearly and confidently, both verbally and in writing. This will help you make a positive impression during the interview.

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