Mortgage Advisor

About the Role We are seeking an experienced, motivated, and customer-focused Mortgage Advisor to join our growing team. In this role, you will guide clients through the entire mortgage journey — from initial enquiry to completion — ensuring they receive clear, compliant, and high-quality advice tailored to their needs. This is an excellent opportunity for advisers who are passionate about helping people secure the right mortgage and protection solutions while developing a strong career in financial services.

Key Responsibilities Client Advice & Relationship Management Provide expert mortgage and protection advice tailored to each client’s financial circumstances and goals. Conduct thorough fact-find assessments to understand client needs. Explain mortgage types, rates, protection products, and associated processes in a clear and accessible manner. Build long-term relationships with clients, estate agents, and other referral partners. Mortgage Process & Compliance Manage the full mortgage process — application, submission, and follow-through to completion.

Ensure all recommendations follow regulatory requirements and internal compliance standards. Maintain accurate, up-to-date client records and documentation. Stay informed on current mortgage products, lending criteria, and market changes. Performance & Business Development Work proactively to convert leads into completed mortgage applications. Develop and maintain strong relationships with referral partners to maximise lead flow. Meet agreed performance targets for activity, compliance, and customer satisfaction.

Identify additional opportunities for appropriate protection products and financial solutions. Skills & Experience Required CeMAP (or equivalent) qualification – essential . Proven experience as a Mortgage Advisor or Mortgage & Protection Advisor. Strong understanding of mortgage products, underwriting processes, and lender criteria. Excellent communication and rapport-building skills. Ability to work independently and manage a busy pipeline of clients. High level of professionalism, customer focus, and attention to detail.

What We Offer Competitive commission structure and generous earning potential. High-quality, consistent lead sources. Full administrative and compliance support. Opportunities for progression, development, and additional qualifications. Office-based, Hybrid or self-employed models available depending on location and business structure. A supportive, collaborative working culture with strong operational backing. Ideal Candidate Profile We’re looking for someone who is:
Confident in giving regulated mortgage and protection advice. Highly driven, proactive, and thrives in a sales-through-service environment. Able to build trust quickly with clients and partners. Organised and capable of managing multiple cases at varying stages. Motivated for both customer outcomes and commercial success