Mortgage Advisor

Blakemore Recruitment; City Of London; On-site; GBP 40,000 - 70,000; Full time

Job summary

Blakemore Recruitment in London is seeking an experienced Mortgage Adviser to provide professional mortgage advice and support clients through the application process. You will also advise on related insurances and equity release where qualified.

The role emphasizes building long-term relationships with clients and introducers, delivering accurate records, and maintaining compliance across all steps of the lending journey.

Qualifications

• CeMAP or equivalent mortgage advice qualification.
• Equity Release qualification – if not already qualified, obtain within 12 months of joining.
• Minimum 2 years' experience within the mortgage market.
• Excellent organisational skills with strong attention to detail.
• Ability to manage a busy diary and prioritise workload effectively.
• Friendly, confident and professional communication style.
• Strong client relationship-building skills.
• Good understanding of mortgage processes and compliance requirements.
• Knowledge of 360 and Twenty7Tec software would be advantageous.

Responsibilities

• Liaise with new and existing clients to understand their mortgage and lending requirements.
• Research and source suitable mortgage options using sourcing systems and manual research where required.
• Provide clients with clear, concise and professional advice.
• Meet or speak with clients to assist with application and form completion.
• Submit mortgage applications to lenders and manage the process through to completion.
• Ensure all regulatory and compliance requirements are fully met.
• Liaise with lenders, surveyors, solicitors and other parties involved in the mortgage application.
• Keep clients regularly informed of application progress.
• Maintain accurate and up-to-date records on the CRM system, including notes and dates for future re-broking.
• Attend industry roadshows and seminars to maintain and develop technical knowledge.
• Build strong relationships with clients and introducers, generating repeat business and referrals.

Skills

CeMAP qualification

Equity Release qualification

Client relationship building

Time management

Organisational skills

Regulatory knowledge

Tools

360 software

Twenty7Tec

Job description

Mortgage Adviser

Location: London

Job Type: Permanent

A fantastic opportunity has arisen for an experienced Mortgage Adviser to join an established financial services business based in London.

The successful candidate will provide professional mortgage advice to clients, helping them identify suitable lending solutions and supporting them throughout the application process. The role will also involve advising on related insurances and, where appropriately qualified, equity release.

This is an excellent opportunity for an organised, confident and personable adviser who is looking to build strong, long-term relationships with clients and introducers and develop a loyal repeat client base.

Key Responsibilities

• Liaise with new and existing clients to understand their mortgage and lending requirements.
• Research and source suitable mortgage options using sourcing systems and manual research where required.
• Provide clients with clear, concise and professional advice.
• Meet or speak with clients to assist with application and form completion.
• Submit mortgage applications to lenders and manage the process through to completion.
• Ensure all regulatory and compliance requirements are fully met.
• Liaise with lenders, surveyors, solicitors and other parties involved in the mortgage application.
• Keep clients regularly informed of application progress.
• Maintain accurate and up-to-date records on the CRM system, including relevant notes and dates for future re-broking.
• Ensure client documentation is appropriately recorded and maintained in line with company procedures.
• Update relevant systems, documents and figures as required.
• Attend industry roadshows and seminars to maintain and develop technical knowledge.
• Build strong relationships with clients and introducers, generating repeat business and referrals.

Requirements

• CeMAP or equivalent mortgage advice qualification.
• Equity Release qualification - if not already qualified, this will need to be obtained within 12 months of joining.
• Minimum 2 years' experience within the mortgage market.
• Excellent organisational skills with strong attention to detail.
• Ability to manage a busy diary and prioritise workload effectively.
• Friendly, confident and professional communication style.
• Strong client relationship-building skills.
• Good understanding of mortgage processes and compliance requirements.
• Knowledge of 360 and Twenty7Tec software would be advantageous.

The Ideal Candidate

We are looking for a motivated and professional Mortgage Adviser who is confident dealing directly with clients and capable of managing cases from initial enquiry through to completion.

You will be highly organised, detail-oriented and committed to providing a high standard of client service, with the ability to develop lasting relationships and generate repeat business and referrals.