Mortgage Adviser

TEMPLEGATE RECRUITMENT LIMITED; Basildon; Hybrid; GBP 23,000 - 31,000; Full time

Benefits offered by this job

Car allowance £3,000

Hybrid working

25 days annual leave + BH

Pension

Admin support

Lead generation

Professional development

Career progression

Time off in lieu

Friendly environment

Job summary

Templegate Recruitment is seeking an experienced Employed Mortgage Adviser for a hybrid role in Essex (Chelmsford/Brentwood/Home working). You will provide whole‑of‑market mortgage and protection advice, manage cases from enquiry to completion and develop relationships with Estate Agency introducers.

The successful candidate will inherit an established pipeline, benefit from company‑generated leads, a supportive admin team, and ongoing training, with an annual income potential around £120,000

Qualifications

• Fully qualified Mortgage Adviser status.
• Minimum two years' experience providing regulated mortgage advice.
• Experience advising on mortgages and protection.

Responsibilities

• Provide whole-of-market mortgage and protection advice.
• Build and maintain strong client relationships.
• Manage mortgage and protection cases from enquiry through to completion.
• Develop relationships with Estate Agency introducers.
• Attend introducer offices regularly to maximise business opportunities.
• Generate business from company leads, referrals and networking opportunities.
• Identify protection opportunities alongside mortgage advice.
• Deliver an exceptional customer journey throughout the advice process.
• Work closely with the administration team to ensure a smooth client experience.
• Maintain FCA compliance and company standards.
• Participate in regular training and development.

Skills

Communication skills

Relationship building

Organisational skills

Customer-focused

Job description

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

Employed Mortgage Adviser

Location:

Hybrid Essex (Chelmsford / Brentwood / Home Working)

This is a hybrid role offering a flexible working arrangement. The successful candidate will typically work from a combination of a co-working office, home and an Estate Agency introducer's office, with flexibility depending on business needs.

Salary:

£23,000 - £31,000 Basic Salary
£3,000 Annual Car Allowance
Excellent Commission Structure
Annual Bonus Scheme
Realistic OTE £55,000+

Benefits:

• £3,000 annual car allowance
• 25 days annual leave plus Bank Holidays
• Company pension
• Hybrid working
• Full administrative support
• High-quality company-generated leads
• Existing client bank and remortgage opportunities
• Ongoing training and professional development
• Clear career progression
• Time off in lieu for Saturday appointments
• Friendly and supportive working environment

About the Company

Our client is a well-established, directly authorised Independent Mortgage & Protection firm with over 20 years of success within the financial services industry.

They have built an excellent reputation for delivering high-quality advice and outstanding customer service, benefiting from long-standing introducer relationships, repeat business and client referrals.

The successful Mortgage Adviser will inherit an established pipeline of business and receive ongoing support from an experienced administration team, allowing them to focus on advising clients and growing their own client base.

The Opportunity

An exciting opportunity has arisen for an experienced Mortgage Adviser to join a successful and growing business following the resignation of one of the existing advisers.

The successful candidate will inherit an established pipeline of business with an annual income potential of approximately £120,000, alongside regular company-generated leads, remortgage opportunities and client referrals.

The role will also involve managing an established Estate Agency introducer relationship, attending their office regularly to maximise opportunities and build further business.

While an existing client bank would be advantageous, it is not essential. The company is looking for a motivated adviser who is proactive, relationship-focused and committed to delivering an exceptional client experience.

Key Responsibilities

• Provide whole-of-market mortgage and protection advice.
• Build and maintain strong client relationships.
• Manage mortgage and protection cases from enquiry through to completion.
• Develop relationships with Estate Agency introducers.
• Attend introducer offices regularly to maximise business opportunities.
• Generate business from company leads, referrals and networking opportunities.
• Identify protection opportunities alongside mortgage advice.
• Deliver an exceptional customer journey throughout the advice process.
• Work closely with the administration team to ensure a smooth client experience.
• Maintain FCA compliance and company standards.
• Participate in regular training and development.

What We're Looking For

• Fully qualified Mortgage Adviser status
• Minimum two years' experience providing regulated mortgage advice
• Experience advising on mortgages and protection
• Strong communication and relationship-building skills
• Excellent organisational skills
• A professional and customer-focused approach
• Full UK driving licence and access to a vehicle
• Willingness to attend Estate Agency introducer offices as required

Desirable Skills

• Previous Estate Agency experience
• Mortgage administration background
• Existing client bank
• Business development experience
• Strong networking skills
• Passion for delivering excellent customer service

Why Apply?

• Established and respected financial services business
• Existing pipeline worth approximately £120,000 annual income
• Regular company-generated leads
• Established introducer relationships
• Full administration support
• Excellent earning potential
• Hybrid working
• Friendly and supportive team
• Long-term career progression