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