At a Glance
- Tasks: Provide tailored mortgage advice and support clients through the mortgage process.
- Company: Join a growing independent mortgage brokerage in Bristol with a supportive culture.
- Benefits: Enjoy flexible working, strong earning potential, and leads provided.
- Other info: Collaborative team environment with genuine career development opportunities.
- Why this job: Make a real impact by helping clients achieve their home ownership dreams.
- Qualifications: CeMAP qualified or equivalent with experience in mortgage advice.
The predicted salary is between 32625 - 39875 £ per year.
We’re working with an established independent mortgage brokerage in Bristol who are looking to recruit an experienced Mortgage Advisor to join their team.
This is a great opportunity to join a growing independent business offering a supportive environment, strong earning potential and the flexibility to focus on providing clients with a genuinely personal service.
With leads and administrative support provided, you’ll be able to focus on advising clients, building relationships and writing business.
What’s in it for you?
- Leads provided
- Monday – Friday
- Hybrid and flexible working available
- Supportive and collaborative team
- Genuine opportunity to develop your career and earnings
The Role
You’ll be responsible for providing mortgage advice and supporting clients throughout the mortgage process, including:
- Speaking with new and existing clients to understand their circumstances
- Providing tailored mortgage advice and recommendations
- Researching and recommending suitable mortgage solutions
- Managing clients from initial enquiry through to application
- Building strong, long-term client relationships
- Liaising with lenders and other parties throughout the process
- Working closely with the administrative team to progress applications
- Ensuring advice and documentation meets regulatory requirements
- Delivering an excellent level of client service throughout
About You
We’re looking for someone who is
- Ce MAP qualified or equivalent
- Experienced within mortgage advice
- Client-focused, professional and personable
- Confident building relationships with clients
- Motivated and commercially minded
- Organised with strong attention to detail
- Comfortable working within a collaborative team
- Driven to develop their earnings and career
This could be an excellent opportunity for a Mortgage Advisor looking to join an independent brokerage offering the support, flexibility and earning potential to build a successful long-term career.
About Walker & Sloan
Walker & Sloan are a specialist recruitment company serving the property sector.
We work with estate agencies, mortgage brokerages and property businesses across the UK, introducing talented individuals to some of the industry’s most respected employers.
#J-18808-Ljbffr
Mortgage Advisor employer: Walker & Sloan Ltd | Certified B Corp
Walker and Sloan is an exceptional employer, offering a dynamic work environment in Cardiff that fosters innovation and collaboration. As a Head of Data and Analytics, you will have the opportunity to lead transformative projects that enhance data capabilities while benefiting from a culture that prioritises employee growth, continuous learning, and the integration of cutting-edge AI technologies. With a commitment to work-life balance and a hybrid working model, this role not only promises meaningful contributions to the media landscape but also supports your professional development in a forward-thinking agency.
Contact Details:
Walker & Sloan Ltd | Certified B Corp Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Advisor
✨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 Walker & Sloan Ltd | Certified B Corp. 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 Mortgage Advisor
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 Walker & Sloan Ltd | Certified B Corp.
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 Walker & Sloan Ltd | Certified B Corp'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 Walker & Sloan Ltd | Certified B Corp
✨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 Walker & Sloan Ltd | Certified B Corp.
✨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 Walker & Sloan Ltd | Certified B Corp 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 Walker & Sloan Ltd | Certified B Corp 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.
