Mortgage Advisor

JR United Kingdom; Cardiff; On-site; GBP 35,000 - 40,000; Full time

Job summary

A leading financial advisory firm in Cardiff is seeking an experienced Mortgage Adviser to join their sociable, supportive team. This hybrid role involves delivering clear mortgage advice and managing a warm client pipeline, with realistic earnings above £60,000 through base salary and bonuses. Enjoy a nurturing work environment, competitive benefits, and the opportunity to build long-term relationships with clients.

Benefits

22 days holiday + bank holidays (rising to 30)

Realistic earnings above £60k with bonuses

Supportive team culture

Qualifications

• At least 2 years of mortgage advisory experience.
• CeMAP qualification (or equivalent) required.
• Willingness to obtain Equity Release qualification within first year.

Responsibilities

• Deliver compliant mortgage and protection advice to clients.
• Manage client consultations and application submissions.
• Maintain thorough records and CRM updates.

Skills

Strong diary management

Attention to detail

CRM diligence

Customer-first mindset

Education

CeMAP or equivalent

Equity Release qualification

Job description

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Are you an experienced Mortgage Adviser ready to work with a trusted, whole-of-market broker?

Do you want to join a close-knit, professional team that values long-term relationships and truly enjoys what they do?

We’re working with a long-established financial advisory firm with a strong, loyal client base and a stellar reputation in the industry. This hybrid role offers the chance to join a down-to-earth, sociable team where people stick around – because they’re well looked after, supported, and enjoy their work.

The Role: Mortgage Adviser

You’ll be delivering clear, compliant mortgage and protection advice to a warm pipeline of clients and introducers. There’s a healthy book of business already in place – and plenty of scope to build your own through referrals. You’ll handle everything from initial consultation through to application submission, maintaining thorough records and CRM updates throughout.

What’s in it for you:

• £35,000–£40,000 basic + tiered bonus (realistic earnings above £60k)
• 22 days holiday + bank hols (rising to 30)
• Long-term clients, warm referrals, low-pressure environment
• A genuinely nice team culture – people stay for a reason!

What You’ll Need:

• CeMAP (or equivalent) & at least 2 years’ mortgage advisory experience
• Equity Release qualification – or willingness to complete it in your first 12 months
• Strong diary management, attention to detail, and CRM diligence
• Confidence, clarity, and a customer-first mindset

This role is ideal for someone who wants to take pride in their advice, be part of a supportive team, and build a long-term career. If that sounds like you, hit apply or get in touch for more info.