Job Description
We are seeking a self-motivated mortgage advisor to provide tailored financial advice and support clients throughout the entire mortgage process. This role offers the flexibility to work independently while building your own client base and accessing a wide range of mortgage products from multiple lenders.
Client Details
Our client is a well-established, independent mortgage brokerage with a strong reputation for delivering personalised financial advice. They offer access to an extensive panel of lenders, a supportive compliance framework, and the freedom for advisors to work remotely while growing their own client base. With a focus on long-term client relationships and regulatory excellence, this client is ideal for experienced advisors seeking flexibility, autonomy, and earning potential in a trusted and professional environment.
Description
Key responsibilities consist of:
Deliver personalised mortgage advice aligned with each client's unique financial circumstances
Offer access to an extensive portfolio of mortgage products from multiple lenders
Guide clients through every stage of the mortgage application process
Cultivate and sustain long-term client relationships built on trust and reliability
Ensure all recommendations and documentation comply with regulatory requirements
Stay informed on current mortgage market trends and evolving lender criteria
Independently manage business operations, including marketing and client acquisition strategies
Work flexibly and autonomously to expand and maintain a growing client base
Profile
The successful candidate will possess:
Proven experience as a Mortgage Advisor or Trainee Property Admin
Full CeMAP qualification (or equivalent industry-recognised certification)
Strong understanding of mortgage products, lender criteria, and the application process
Demonstrated ability to provide compliant, client-focused mortgage advice
Familiarity with FCA regulations and mortgage industry compliance standards
Experience managing your own client portfolio and business pipeline
Strong communication and relationship-building skills
Comfortable working independently and managing your own schedule
Proficiency with mortgage sourcing and CRM software (e.g., Trigold, Mortgage listsings etc.)
Job Offer
- Hybrid working, flexiblity after probation period
- Internal progression opportunties
- Ability to earn enhance benefits scheme
- Pension contribution
