Mortgage Adviser / Broker / Consultant in Chelmsford, Essex
Trade Recruit Chelmsford About the role
Trade Recruit is proud to be recruiting on behalf of one of our prestigious clients based in the UK, a fast-growing, specialist brokerage operating across commercial, residential, and bridging finance. This is a hybrid role combining client-facing brokerage with proactive business development, but with strong operational support behind you.
You will focus on advising clients, structuring deals, and building relationships, while an experienced case progression team manages applications from submission through to completion. You will also benefit from high net worth commercial and bridging leads generated for you, alongside the opportunity to grow your own introducer network and pipeline. Working with a whole-of-market lender panel, this role is ideal for an experienced finance professional who enjoys complex cases, strong earnings, and a performance-led environment.
- Advise clients on bridging finance, commercial lending, and residential mortgages
- Structure, package, and present finance cases, including complex and high-value transactions
- Convert high-quality, high net worth commercial and bridging leads provided by the business
- Consistently work towards and exceed individual revenue and performance targets
Requirements:
- CeMAP Level 3 qualified (or equivalent)
- Proven experience as a Mortgage Broker, Bridging Broker, or Finance BDM
- Strong knowledge of residential and commercial finance
- Demonstrable track record of generating business and/or consistent billing
- Excellent communication, negotiation, and relationship-building skills
- Established network within property finance or specialist lending
Competitive basic salary of £25,000 - £30,000. High net worth commercial and bridging leads provided. Supportive, high-performance team culture. Clear career progression within a growing brokerage. This is a performance-led environment where success is genuinely rewarded. You will have the autonomy to build relationships and generate revenue, backed by strong internal support and a consistent flow of quality leads.
Your tasks
Advise clients on finance, structure deals, and build relationships in a dynamic brokerage.
Your profile
CeMAP Level 3 qualified with proven experience in finance.
What's also included
Competitive salary, high-quality leads, and clear career progression.
Tech stack & ways of working
Mortgage Adviser / Broker / Consultant in Chelmsford, Essex employer: Trade Recruit
Trade Mastermind is an exceptional employer, offering a dynamic work environment in Peterborough where innovation and growth are at the forefront. With a strong focus on employee development, you will benefit from ongoing leadership training, genuine career progression opportunities, and the chance to influence the future of one of the UK's fastest-growing business services organisations. Join us to be part of a collaborative culture that values accountability and continuous improvement while making a meaningful impact on the success of thousands of entrepreneurs.
Your perspectives
Join a performance-led environment where your success is genuinely rewarded.
StudySmarter Expert Advice
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 Trade Recruit. 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.
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 Trade Recruit.
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 Trade Recruit'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 Trade Recruit
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 Trade Recruit.
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 Trade Recruit 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 Trade Recruit 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.
Locations
- Chelmsford
- Essex
