Mortgage Advisor

My client is seeking a Mortgage Advisor with at least two years' experience to join a small team in St. Albans. The successful candidate will provide high-quality mortgage advice, guiding clients through the entire mortgage process and recommending suitable products based on individual needs and financial circumstances.

Key Responsibilities

Provide professional, compliant mortgage advice tailored to clients' financial situations

Conduct detailed fact-finds to assess client needs, affordability, and eligibility

Recommend suitable mortgage and protection products in line with FCA regulations

Manage mortgage applications from initial enquiry through to completion

Build and maintain long-term relationships with clients, estate agents, lenders, and solicitors

Keep up to date with mortgage products, lender criteria, and market changes

Ensure accurate record keeping and compliance with all regulatory requirements

Meet individual and team performance targets while maintaining high service standards

Skills and Experience Required

Previous experience as a Mortgage Advisor or Mortgage Broker

CeMAP qualification (or equivalent) is desirable

Strong knowledge of the UK mortgage market and lender criteria

Excellent communication and interpersonal skills

Ability to manage multiple cases efficiently and work to deadlines

Professional, ethical, and customer-focused approach

Confident using CRM systems and mortgage sourcing software

Monday to Friday 8.30am to 6pm

£35,000 basic, up to £60,000 OTE