At a Glance
- Tasks: Help clients secure the best mortgage and protection solutions for their homeownership dreams.
- Company: Leading property services group with a strong reputation and supportive culture.
- Benefits: Competitive salary, company car, 33 days leave, and profit share scheme.
- Other info: Enjoy structured development, incentive trips, and a focus on employee feedback.
- Why this job: Join a dynamic team with warm leads and genuine career progression opportunities.
- Qualifications: CeMAP 1 qualified and proven mortgage advising experience required.
Our client is one of the UK's leading property services groups, operating a well-established network of estate agency branches across the South East. The business provides a comprehensive range of property-related services, including residential sales, lettings, mortgages, conveyancing, and financial protection solutions. With a strong reputation for customer service, a high volume of property transactions, and a culture focused on employee development, the company offers mortgage advisers a consistent flow of qualified leads, extensive administrative support, and genuine opportunities for career progression.
The Opportunity
As a Senior Mortgage Advisor, you will play a key role in helping clients secure the most suitable mortgage and protection solutions to support their homeownership goals. Working alongside experienced property professionals and supported by a dedicated Area Mortgage Manager, you will receive a steady stream of warm leads from the estate agency network, allowing you to focus on delivering exceptional advice and service.
Working Pattern: 5 days per week, including Saturdays (2 Saturdays off per month)
- Monday – Friday: 08:30–17:30
- Saturday: 09:00–17:00
- Option to work from home 1 day per week
What is on Offer?
- Competitive basic salary with uncapped earning potential
- Company car or car allowance
- High-quality, warm leads generated through an established estate agency network
- Full administrative support
- Incentive trips, awards, and recognition programmes
- A customer-focused organisation with a strong reputation in the property sector
- An employer that actively seeks employee feedback and invests in continuous improvement
Key Responsibilities
- Meet with clients to understand their circumstances and financial objectives
- Provide tailored mortgage advice and recommend suitable lending solutions
- Introduce and advise on protection and insurance products
- Build strong relationships with clients, lenders, and internal stakeholders
- Work closely with estate agency colleagues to maximise referral opportunities
- Support and mentor colleagues where appropriate
- Proactively engage with existing clients to generate repeat and referral business
- Consult with lenders to secure the most suitable outcomes for customers
- Maintain full compliance with FCA regulations and company standards
About You
- CeMAP 1 qualified as a minimum (or holding CAS status)
- Proven experience in mortgage advising
- Strong relationship-building and communication skills
- Purposeful with a passion for delivering excellent customer outcomes
- Motivated by success, targets, and earning potential
- Professional, customer-focused, and committed to high ethical standards
- Shares values centred around honesty, trust, respect, and exceptional service
Benefits
- 33 days annual leave, increasing with length of service
- Additional day off for your birthday
- Profit Share Scheme
- Holiday Commission
- Company pension
- Life insurance
- Private medical healthcare
- Top achievers’ incentive trips and awards
- Structured career progression and development opportunities
- Employee Assistance Programme
- Paid entry fees for charitable and community events
If you are an experienced Mortgage Advisor looking to join a market-leading property services organisation with strong lead generation, excellent earning potential, and clear career progression, I would love to hear from you.
Senior Mortgage Advisor in Portsmouth employer: U and P Recruitment Ltd
As a leading property services group in the South East, our client is an exceptional employer that prioritises employee development and offers a supportive work culture. With a steady stream of warm leads, comprehensive administrative support, and a commitment to recognising and rewarding success, employees can thrive in their roles while enjoying competitive benefits such as a profit share scheme and structured career progression opportunities.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Mortgage Advisor in Portsmouth
✨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 U and P Recruitment Ltd. 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.
We think you need these skills to ace Senior Mortgage Advisor in Portsmouth
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 U and P Recruitment Ltd.
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 U and P Recruitment Ltd'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 U and P Recruitment Ltd
✨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 U and P Recruitment Ltd.
✨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 U and P Recruitment Ltd 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 U and P Recruitment Ltd 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.
