Job description
Are you a passionate and driven Mortgage Advisor with a proven track record of helping clients secure property?
Due to increased levels of new business via additional introducers, we are looking for a talented and experienced Mortgage Advisor to join our dynamic team. If you have at least 2 years of experience in the UK mortgage market, ideally as a whole of market adviser, a deep understanding of both residential and buy-to-let deals, and a commitment to delivering exceptional customer service, we want to hear from you!
About the Role
As a Mortgage Advisor, you will play a pivotal role in guiding clients through one of the most important financial decisions of their lives. You’ll provide tailored advice, recommend suitable mortgage products, and ensure a seamless journey from application to completion. Your expertise will help clients navigate the complexities of the mortgage process, whether they’re first-time buyers, remortgaging, or investing in property.
For a mortgage and protection adviser role you would be expected to advise on a range of protection products and put the client in an informed position in regards to the risks of not fully protecting their mortgage, home and income.
For a mortgage only adviser role you will be expected to refer the client to a qualified protection adviser as part of the full advice process.
Benefits:
- Quality leads from numerous, established local introducers.
- Marketing manager in-house to provide lead generation support and help create new opportunities.
- The opportunity to advise on lucrative specialist products such as bridging and development finance.
- Ongoing training and professional development.
- Collaborative team environment with almost 1:1 administrative support to chase cases, leaving you with time to research more cases.
- Strategic Partner status with specialist lender Shawbrook Bank (providing access to better rates for clients and enhanced commission)
- The chance to make a real difference in people’s lives by helping them achieve their property dreams.
- 22 days holiday each year (pro rata) plus Bank Holidays as standard plus 1 additional day per year for every year of work with Mortgage Style (up to a maximum of 5 additional days).
- Company pension.
- Free on-site parking.
- Casual dress.
- Health and wellbeing programme.
Key Responsibilities:
- Conduct in-depth consultations to understand clients’ financial circumstances and property goals.
- Provide expert advice on a wide range of mortgage products, including residential, and buy-to-let, it would be an advantage to have experience with specialist lending such as bridging loans, development finance and commercial mortgages but not essential.
- Research and recommend the most suitable mortgage options from a panel of lenders.
- Manage the end-to-end mortgage application process including the promotion of relevant protection advice and ensuring compliance with FCA regulations.
- Build and maintain strong relationships with clients, estate agents, and lenders.
- Stay up-to-date with market trends, lender criteria, and regulatory changes.
- Achieve and exceed individual and team targets.
What We’re Looking For:
- Minimum 2 years of experience as a Mortgage Advisor in the UK.
- CeMAP qualification (or equivalent) and Competent Advisor Status (CAS) is essential.
- Strong knowledge of the UK mortgage market and lender criteria.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport.
- A proactive, results-driven mindset with a passion for delivering outstanding customer service.
- Strong organisational skills and the ability to manage multiple cases simultaneously.
- Proficiency in mortgage software and tools (e.g., sourcing systems, CRM platforms).
This is an exciting opportunity to join a company that is continuing to go from strength to strength. Their google reviews speak volumes about the number of happy clients they have, and it is of upmost importance that the right candidate for the job will contribute to their positive client experience.
For more information or if you want to apply for this role, please email Adella Mulla at adella.mulla@hlpartnership.co.uk
