Mortgage Advisor

Austin Fraser; Glasgow; Hybrid; GBP 30,000 - 60,000; Full time

Job description

Anderson Knight is recruiting for a Mortgage Advisor on behalf of a well-established and expanding financial services firm based in Glasgow.

This is a fantastic opportunity for an experienced and fully CeMAP-qualified advisor to join a supportive, professional team. The role will involve advising clients on a full range of mortgage products including residential, second charge, buy-to-let, and bridging finance.

This is a hybrid role, with 3 days based in the Glasgow office and 2 days working from home.

Working hours: Monday - Thursday 9am-5pm, Friday 9am-4pm.

Salary: £30,000 basic with OTE of £60,000.

Main Duties and Responsibilities:

1. Advise clients on suitable mortgage products based on their individual financial circumstances and requirements.
2. Manage the full mortgage application process from enquiry through to completion.
3. Provide expert knowledge across residential, BTL, second charge, and bridging finance markets.
4. Liaise with lenders, solicitors, and internal support teams to ensure smooth case progression.
5. Maintain up-to-date knowledge of the mortgage market, regulations, and compliance standards.
6. Ensure all advice and recommendations are delivered in a compliant and professional manner.
7. Identify opportunities for cross-selling and delivering wider financial solutions.
8. Work towards individual and team KPIs and sales targets.
9. Build long-term relationships with clients and provide ongoing support and advice where required.
10. Maintain accurate records and ensure all systems are kept up to date.
11. Play a key role in delivering exceptional customer service while achieving individual and team targets.

Key Attributes and Skills:

1. Fully CeMAP qualified (or equivalent).
2. Proven experience in mortgage advice, with strong knowledge of 2nd charge, BTL, and bridging finance (all would be advantageous).
3. Excellent communication and interpersonal skills.
4. Strong attention to detail and commitment to compliance and regulatory standards.
5. Ability to manage a busy caseload and prioritise effectively.
6. Comfortable working towards targets in a sales-focused environment.
7. Proficient in Microsoft Office and CRM/mortgage systems.

If you are ready to embrace this excellent opportunity, please forward your CV with confidence.