Mortgage Advisor

FreemanFP; Kings Langley; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services company is seeking a Mortgage Advisor to provide independent mortgage advice and assist clients in navigating the mortgage process. This full-time, entry-level role requires excellent interpersonal skills and a background in finance. Responsibilities include assessing customer needs, researching mortgage products, and building strong client relationships. The position is on-site in Hertfordshire, offering the opportunity to work directly with clients and contribute to their financial success.

Qualifications

• Background in giving mortgage advice or working in financial services.
• CeMap Qualification or equivalent certification.
• Excellent communication and interpersonal skills to build client relationships.
• Excellent communication and interpersonal skills to build client relationships.
• Strong analytical and problem‑solving skills to identify suitable financial solutions.
• Ability to work on-site in an office in Hertfordshire and meet clients’ needs in person.

Responsibilities

• Offer independent and comprehensive mortgage advice tailored to clients’ needs.
• Guide clients throughout the mortgage process.
• Research mortgage options and assess customer requirements.
• Assemble required documentation and provide expert advice on financial products and services.
• Build strong client relationships and stay updated on market trends to provide best solutions.

Skills

Excellent communication and interpersonal skills

Strong analytical and problem-solving skills

Education

CeMap Qualification or equivalent certification

Background in giving mortgage advice or working in financial services

Job description

FreemanFP is a trusted financial services company dedicated to helping individuals achieve a secure financial future. We provide independent whole-of-market mortgage and protection advice tailored to the needs of clients across the UK. Our professional team offers clear, personalised guidance through various communication options, including face‑to‑face meetings, video calls, and telephone consultations. Whether assisting with first‑time home purchases, investment properties, or commercial ventures, we strive to make the mortgage process transparent and stress‑free at every stage.

We are proud to work within the offices of Castles Property Group, meaning we can deliver all‑round exceptional client service.

Role Description

This is a full‑time on‑site role for a Mortgage Advisor located in offices across Hertfordshire. The Mortgage Advisor will be responsible for offering independent and comprehensive mortgage advice, tailoring financial plans to clients’ needs, and guiding them throughout the mortgage process. This role includes assessing customer requirements, researching mortgage options, assembling required documentation, and providing expert advice on financial products and services. Building strong client relationships and staying updated on market trends to provide the best solutions are key aspects of this position.

Qualifications

• Background in giving mortgage advice or working in financial services
• CeMap Qualification or equivalent certification
• Ability to work towards achieving CeMap Qualification
• Excellent communication and interpersonal skills to build client relationships
• Strong analytical and problem‑solving skills to identify suitable financial solutions
• Ability to work on‑site in an office in Hertfordshire and meet clients’ needs in person

Seniority level

Entry level

Employment type

Full‑time

Job function

Finance and Sales