Mortgage Advisor- Cardiff

Mortgage Advisor- Cardiff

Cardiff Full-Time 35000 - 50000 € / year (est.) No home office possible
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At a Glance

  • Tasks: Provide expert mortgage advice and build strong client relationships.
  • Company: Dynamic finance brokerage with a supportive team culture.
  • Benefits: Competitive salary, uncapped commission, and excellent benefits.
  • Other info: Hybrid role with opportunities for professional growth.
  • Why this job: Join a high-performing team and make a real impact in clients' lives.
  • Qualifications: Experience in second charge lending and strong communication skills.

The predicted salary is between 35000 - 50000 € per year.

Location: Cardiff

Type: Permanent

Salary: £35,000 - £50,000 Per Annum (plus commission and excellent benefits)

Specialist Mortgage Advisor – Second Charge Lending

Location: Hybrid role based in Cardiff

Salary: £35,000 – £50,000 basic salary (depending on experience)

Uncapped commission structure with realistic OTE of £60,000+

About the Role

An established and growing specialist finance brokerage is seeking an experienced Mortgage Advisor with a background in second charge lending. This is an excellent opportunity for a motivated and ambitious individual looking to join a high-performing team within a supportive and dynamic environment. Leads and enquiries are provided through a combination of company-generated business, introducers, and professional partnerships.

Key Responsibilities

  • Provide professional, proactive and client-focused mortgage advice
  • Build and maintain strong relationships with clients throughout the lending journey
  • Deliver excellent customer service and achieve sales targets
  • Communicate effectively with lenders, clients and third parties involved in the process
  • Develop and maintain relationships with banks and lending partners
  • Maintain accurate and compliant client records using the company CRM system
  • Follow internal compliance procedures and maintain detailed case records
  • Liaise with clients before and after application submission
  • Support review and referral strategies
  • Work collaboratively with colleagues and contribute to team development

Essential Skills

  • Strong sales motivation and target-driven mindset
  • Excellent communication and relationship-building skills
  • High standards of customer service
  • Strong organisation and time management abilities
  • Good understanding of mortgage and lending products
  • Ability to work independently and use initiative
  • Strong analytical and numerical skills
  • Accurate with strong attention to detail
  • Professional, personable and self-motivated

Mortgage Advisor- Cardiff employer: Recruit So Simple

Join a leading specialist finance brokerage in Cardiff, where you will thrive in a supportive and dynamic environment that fosters professional growth. With an uncapped commission structure and a focus on teamwork, we provide our Mortgage Advisors with the tools and resources needed to excel, ensuring a rewarding career path. Enjoy excellent benefits and a culture that values client relationships and high standards of service, making this an ideal place for motivated individuals seeking meaningful employment.

Recruit So Simple

Contact Detail:

Recruit So Simple Recruiting Team

StudySmarter Expert Advice🤫

We think this is how you could land Mortgage Advisor- Cardiff

Tip Number 1

Network like a pro! Attend local finance events or join online groups where mortgage advisors hang out. Building connections can lead to referrals and insider info about job openings.

Tip Number 2

Practice your pitch! When you get the chance to chat with potential employers, be ready to showcase your skills and experience in second charge lending. Make it personal and relatable.

Tip Number 3

Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds.

Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you land that Mortgage Advisor role in Cardiff. Plus, it’s the best way to stay updated on new opportunities.

We think you need these skills to ace Mortgage Advisor- Cardiff

Mortgage Advice
Second Charge Lending
Customer Service
Sales Motivation
Relationship Building
Communication Skills
Compliance Procedures

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Mortgage Advisor role. Highlight your experience in second charge lending and any relevant achievements. We want to see how you can bring value to our team!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about mortgage advising and how your skills align with our needs. Keep it professional but let your personality show through.

Showcase Your Communication Skills:As a Mortgage Advisor, communication is key. In your application, demonstrate your ability to build relationships and provide excellent customer service. We love candidates who can connect with clients effectively!

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’re considered for the role. Plus, it shows you’re keen on joining our team!

How to prepare for a job interview at Recruit So Simple

Know Your Stuff

Make sure you brush up on your knowledge of second charge lending and mortgage products. Be ready to discuss specific scenarios where you've successfully advised clients, as this will show your expertise and confidence in the field.

Build Rapport

During the interview, focus on building a connection with your interviewer. Use your excellent communication skills to engage them in conversation, and don’t hesitate to share personal anecdotes that highlight your relationship-building abilities.

Showcase Your Sales Skills

Since this role is target-driven, be prepared to discuss your previous sales achievements. Bring examples of how you've met or exceeded targets in the past, and explain the strategies you used to achieve those results.

Ask Smart Questions

Prepare thoughtful questions about the company’s approach to client relationships and their expectations for the role. This not only shows your interest but also gives you insight into whether the company culture aligns with your values.