Mortgage Adviser

Primis Mortgage Network is a well-established mortgage and protection network, offering access to an extensive panel of mortgage lenders, protection, and general insurance providers. Our award-winning proposition includes a variety of ancillary products, enabling advisers to provide a comprehensive service tailored to clients' needs. Team members benefit from resources such as a dedicated Mortgage Desk, a Customer Relationship Management (CRM) system, and a sourcing system.

Furthermore, we provide regular training sessions, workshops, and on-site support from Regional Sales Directors to drive professional growth and success.

This is a full-time role for a Mortgage Adviser based in a variety of locations across the UK. The Mortgage Adviser will provide expert advice on mortgage and financial planning solutions to clients. Responsibilities include assessing client needs, recommending suitable mortgage and protection products, and ensuring compliance with regulatory standards. Collaboration with clients, lenders, and insurers will be a core part of the role to ensure exceptional service and tailored solutions.

• Knowledge and experience in Mortgage Marketing and Mortgages
• Strong background in Finance and Financial Planning
• Holding a recognized CeMap qualification or equivalent
• Excellent communication and interpersonal skills
• Proven ability to build positive client relationships and manage customer interactions effectively
• Familiarity with CRM systems and tools is advantageous
• Previous experience within the financial services or mortgage sector will be beneficial