Mortgage Advisor
4 days ago
Sutton
About the Role \n 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. \n Key Responsibilities \n Client Advice & Relationship Management \n\n • Provide expert mortgage and protection advice tailored to each client’s financial circumstances and goals.\n, • Conduct thorough fact-find assessments to understand client needs.\n, • Explain mortgage types, rates, protection products, and associated processes in a clear and accessible manner.\n, • Build long-term relationships with clients, estate agents, and other referral partners.\n\n Mortgage Process & Compliance \n\n • Manage the full mortgage process — application, submission, and follow-through to completion.\n, • Ensure all recommendations follow regulatory requirements and internal compliance standards.\n, • Maintain accurate, up-to-date client records and documentation.\n, • Stay informed on current mortgage products, lending criteria, and market changes.\n\n Performance & Business Development \n\n • Work proactively to convert leads into completed mortgage applications.\n, • Develop and maintain strong relationships with referral partners to maximise lead flow.\n, • Meet agreed performance targets for activity, compliance, and customer satisfaction.\n, • Identify additional opportunities for appropriate protection products and financial solutions.\n\n Skills & Experience Required \n\n • CeMAP (or equivalent) qualification – essential.\n, • Proven experience as a Mortgage Advisor or Mortgage & Protection Advisor.\n, • Strong understanding of mortgage products, underwriting processes, and lender criteria.\n, • Excellent communication and rapport-building skills.\n, • Ability to work independently and manage a busy pipeline of clients.\n, • High level of professionalism, customer focus, and attention to detail.\n\n What We Offer \n\n • Competitive commission structure and generous earning potential.\n, • High-quality, consistent lead sources.\n, • Full administrative and compliance support.\n, • Opportunities for progression, development, and additional qualifications.\n, • Office-based, Hybrid or self-employed models available depending on location and business structure.\n, • A supportive, collaborative working culture with strong operational backing.\n\n Ideal Candidate Profile \n We’re looking for someone who is: \n\n • Confident in giving regulated mortgage and protection advice.\n, • Highly driven, proactive, and thrives in a sales-through-service environment.\n, • Able to build trust quickly with clients and partners.\n, • Organised and capable of managing multiple cases at varying stages.\n, • Motivated for both customer outcomes and commercial success\n