Mortgage Advisor

Acorn by Synergie; Chippenham; Hybrid; GBP 34,000 - 80,000; Full time

Job summary

A mortgage broking firm in Chippenham is seeking an experienced Mortgage Advisor to provide tailored financial advice and assist clients in achieving their home ownership goals. The successful candidate should be CeMAP qualified, possess strong communication skills, and be capable of building lasting client relationships. This full-time position offers a salary of up to £34,177, with an OTE of over £80,000 and a hybrid working model.

Benefits

Up to 25 days holiday plus bank holidays

Quarterly bonuses

Pension scheme

Free parking

Continuous professional development

Qualifications

• Required CeMAP qualification in mortgage advice.
• Must have Competent Advisor Status (CAS).

Responsibilities

• Provide tailored mortgage advice to clients.
• Assess financial situations to recommend mortgage products.
• Maintain compliance with regulatory standards.
• Build strong client relationships for repeat business.

Skills

Strong interpersonal and communication skills

Attention to detail and accuracy

Time management

Client handling confidence

Proficiency in IT, including CRM systems

Driving licence

Education

CeMAP qualified

Competent Advisor Status (CAS)

Tools

Microsoft Office

Job description

Mortgage Advisor - Chippenham

Chippenham 34,177 basic salary Up to 80,000 OTE with bonuses Full time Hybrid working - 2 days from home, 3 days office based

Introduction

A fantastic opportunity has arisen for a Mortgage Advisor to develop their career in mortgage broking. Our client is looking for an Advisor to join their well‑established, busy residential and commercial team. The ideal candidate will be confident, ambitious, and possess a mature personality.

This role offers the opportunity to work with a dynamic, client‑focused team, helping customers achieve their home ownership and financial goals.

Key Duties

• Provide advice tailored to clients' specific needs and circumstances.
• Assess clients' financial situations and recommend suitable mortgage products from a comprehensive panel of lenders.
• Stay up-to-date with market trends, lender criteria, and regulatory changes.
• Build and maintain strong relationships with clients, ensuring excellent customer service and repeat business.
• Ensure compliance with Financial Conduct Authority regulations and company policies.
• Liaise with lenders, solicitors, and other third parties to facilitate legal completion.

Qualifications and Experience

• CeMAP (Certificate in Mortgage Advice and Practice) qualified.
• Competent Advisor Status (CAS).

Skills and Attributes

• Strong interpersonal and communication skills.
• High level of attention to detail and accuracy.
• Ability to manage time effectively and achieve good outcomes.
• Confidence in handling client queries and offering clear, concise advice.
• Proficient in IT, including CRM systems and Microsoft Office.
• Driving licence essential.

What We Offer

• Up to 25 days holiday plus UK bank holidays.
• Opportunities for career progression within the commercial and development sector.
• Competitive salary and quarterly bonuses: OTE 80,000+.
• Continuous professional development.
• Supportive and collaborative team environment.
• Administrator support.
• Pension scheme.
• Hybrid working arrangement: 2 days from home, 3 days office based.
• Monday to Friday.
• Free parking.

Interested?

Apply now to join a professional and growing mortgage broking team.