Mortgage Advisor

Lloyd Recruitment - East Grinstead; England; On-site; GBP 28,000 - 35,000; Full time

Job summary

A leading company is seeking an experienced Mortgage Advisor to join their expanding team in Horsham. The role involves guiding clients through the mortgage process, offering tailored product advice, and providing comprehensive support on financial solutions. The ideal candidate will possess a CeMAP qualification and demonstrate strong relationship-building skills, with the potential for a lucrative remuneration package including bonuses based on performance.

Benefits

Company pension scheme

25 days holiday + UK bank holidays

Training and career development opportunities

Supportive and collaborative team environment

Qualifications

• CeMAP or equivalent qualification essential.
• Experience in financial services or mortgage advising required.
• Proven sales and client relationship management background.

Responsibilities

• Meet clients to assess financial position and mortgage needs.
• Provide tailored guidance on mortgage products.
• Assist with applications and maintain client relationships.
• Ensure compliance with regulations.

Skills

Knowledge of mortgage and insurance products

Excellent communication skills

Customer-focused approach

Attention to detail

Proactive mindset

Education

CeMAP (Certificate in Mortgage Advice and Practice)

Job description

Lloyd Recruitment Services are delighted to be working on behalf of our client to find an experienced Mortgage Advisor to join their expanding team in Horsham. This is an excellent opportunity for a motivated professional who is passionate about helping clients navigate the mortgage process and secure the best financial solutions.

What's on Offer:

• Salary: Up to 28,000 – 35,000 DOE + performance–based bonus (OTE 50,000+)
• Location: Horsham (office–based)
• Benefits: Company pension scheme, 25 days holiday + UK bank holidays, Training and career development opportunities, Supportive and collaborative team environment
• Pre–employment Requirement: A full credit check will be required before starting

About the Role:

As a Mortgage Advisor, you will provide expert advice to clients on a variety of mortgage products, guiding them through the entire process from initial consultation to application submission. You will assess their financial circumstances, recommend suitable mortgage options, and ensure they fully understand their choices. Additionally, you will offer advice on relevant insurance products, such as life cover, critical illness, and home insurance, to ensure clients have comprehensive financial protection. You will build strong client relationships, maintain industry knowledge, and meet sales targets through proactive engagement.

Key Responsibilities:

• Meet with clients to assess their financial position and mortgage needs
• Offer tailored guidance on suitable mortgage products and explain the available options
• Provide advice on relevant insurance products to ensure clients have financial security
• Assist clients with applications, gather necessary documentation, and liaise with lenders
• Keep up to date with market trends, mortgage regulations, and financial products
• Build and maintain strong client relationships by providing ongoing support and advice
• Work towards and exceed sales targets through lead generation and referrals
• Ensure all advice and processes adhere to legal and regulatory requirements

What We're Looking For:

• Qualifications: CeMAP (Certificate in Mortgage Advice and Practice) or equivalent is essential
• Experience:
• Experience in financial services or mortgage advising
• Proven track record in sales and client relationship management
• Skills:
• Strong knowledge of mortgage and insurance products, as well as financial regulations
• Excellent communication skills with the ability to simplify complex financial information
• Customer–focused approach with strong relationship–building skills
• High attention to detail and ability to manage multiple cases effectively
• Proactive and results–driven mindset

Refer a Friend!

Know someone who would be a great fit for this role? Refer them and receive a retail voucher worth up to 500 if they are successfully placed! Full details can be found on our website.

How to Apply:

If you meet the requirements and are interested in this opportunity, please submit your CV and a cover letter outlining your experience and suitability for the role.

Due to the high volume of applications, only shortlisted candidates will be contacted. If you have not received a response within 5 days, please assume your application has not been successful on this occasion.

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