Mortgage Advisor

mbf; England; Hybrid; GBP 54,000 - 66,000; Full time

Benefits offered by this job

Competitive salary up to £60,000 + discretionary bonus

25 days annual leave + flexible working

Pension and private medical benefits

Budget for continued learning

Electric vehicle leasing

Creative environment with a diverse team

Job summary

A leading financial services business in the UK is looking for an experienced Mortgage Advisor to join their team. The ideal candidate will have over 3 years of experience, strong knowledge of mortgage advice, and qualifications such as CeMAP. The role offers a competitive salary of up to £60,000, alongside a generous benefits package that includes flexible working arrangements and professional development opportunities. This position is perfect for those who are results-driven and customer-focused.

Qualifications

• 3+ years of experience as a Mortgage Advisor.
• Qualification to provide mortgage advice in the UK.
• Ability to manage multiple clients simultaneously.

Responsibilities

• Provide expert mortgage advice tailored to each client's needs.
• Manage the mortgage process from inquiry to completion.
• Ensure compliance with regulatory standards.

Skills

Mortgage products knowledge

Regulatory requirements understanding

Excellent communication skills

Interpersonal skills

Customer-focused mindset

Education

CeMAP / Certificate in Mortgage Advice

Certificate in Protection

Job description

Job Title

Mortgage Advisor

Location

London (Flexible Working: 2-3 days in the office)

Salary

To £60,000 + benefits + discretionary bonus

About Us

Our client is a fast‑growing fintech business aiming to revolutionise financial advice in the UK. Their mission is to put human advisers at the centre of every client relationship, while leveraging technology to streamline processes and enhance service delivery.

The Role

We are seeking an experienced Mortgage Advisor with 3+ years of experience to join a leading financial services business. The ideal candidate will have a strong understanding of mortgage advice, regulatory requirements, and a customer‑centric approach to service.

Key Responsibilities

• Provide expert mortgage advice tailored to each client's individual needs.
• Manage the mortgage process for clients from initial inquiry through to completion, ensuring a smooth and efficient service.
• Ensure all advice and processes comply with relevant regulatory standards and internal policies.
• Deliver a superior customer experience, addressing any concerns and ensuring client satisfaction.
• Work closely with other teams, including financial planning, compliance, and technology, to provide holistic client outcomes.

Requirements

• Relevant qualification to provide mortgage advice in the UK (e.g. CeMAP / Certificate in Mortgage Advice)
• 2+ years of experience as a Mortgage Advisor
• Strong knowledge of mortgage products, regulatory requirements, and industry trends
• Excellent communication and interpersonal skills
• A customer‑focused, results‑driven mindset with the ability to manage multiple clients simultaneously
• Qualification to give protection advice (e.g. Certificate in Protection, R05 Protection Advice)

What We Offer

• Competitive salary up to £60,000 + discretionary bonus
• 25 days annual leave + flexible working arrangements
• Pension, private medical, income protection, and death in service benefits
• Budget for continued learning and professional exams
• Electric vehicle leasing through salary sacrifice / cycle to work scheme
• Flexible working hours and hybrid remote working (2-3 days a week in the office)
• Entrepreneurial, creative environment with a diverse, multinational team

Seniority level

Associate

Employment type

Full‑time

Job function

Sales and Customer Service