Mortgage Advisor

Premier Jobs UK Limited; Newport; Hybrid; GBP 30,000 - 60,000; Full time

Benefits offered by this job

Quality leads

Flexible working

In-house protection support

No desk sales environment

Long-term progression

Hybrid Bristol presence

Job summary

Premier Jobs UK Limited represents a Bristol-area mortgage advisory firm seeking a Mortgage Adviser to deliver whole of market advice to a broad client base. You will manage clients end to end, aiming for long-term relationships and repeat business, supported by quality leads and a collaborative team.

The role offers flexibility with a hybrid working approach, some office presence in Bristol, and progression opportunities for ambitious advisers in a values-driven firm.

Qualifications

• Experience working as a Mortgage Adviser.
• Fully CeMAP qualified or equivalent.
• Comfortable operating on a self-employed basis.
• Ability to generate some business from existing contacts or introducers.
• Experience using CRM systems within a mortgage advice firm.

Responsibilities

• Provide whole of market mortgage advice to a broad client base.
• Manage clients end to end with a focus on long-term relationships.
• Engage in conversations beyond rate and borrowing alone.
• Collaborate with an in-house protection specialist to maximise outcomes.
• Utilise modern systems to reduce friction and admin time.

Skills

Mortgage advisory experience

CRM experience

Client relationship management

Self-employed readiness

Education

CeMAP or equivalent

Tools

CRM systems

Job description

If you are a Mortgage Adviser looking for a brokerage where values genuinely matter just as much as performance, this could be a rare opportunity to join a growing, purpose led firm in the Bristol area.

You will be joining a business that has built strong momentum through word of mouth, repeat clients and carefully invested lead generation. This is not a high churn, desk based or call centre style environment. Instead, as a Mortgage Adviser you will work with clients start to finish, supported by a collaborative team and a firm that focuses on doing things properly rather than quickly.

As a Mortgage Adviser within this team, you will balance your own introducers and client relationships whilst also benefiting from quality leads provided by the business. This Mortgage Adviser job is designed for advisers who are comfortable generating some of their own business but value being part of a team that shares best practice, referrals and long term thinking.

Key aspects of this Mortgage Adviser job include:

• Providing whole of market mortgage advice to a broad client base including first time buyers and home movers
• Managing clients end to end with a strong focus on long term relationships and repeat business
• Having broader client conversations that go beyond rate and borrowing alone
• Working alongside an in house protection specialist to maximise client outcomes and earnings
• Using modern systems and processes designed to reduce friction and admin time
• Playing an active role in a values driven firm that prioritises people and integrity

There is long term progression for the right Mortgage Adviser, including the opportunity to take on greater responsibility, develop a local presence or move towards a more autonomous operating model over time.

Mortgage Adviser Requirements

• Experience working as a Mortgage Adviser
• Fully CeMAP qualified or equivalent
• Comfortable operating on a self employed basis
• Ability to generate some business from existing contacts or introducers is desirable
• Experience using CRM systems within a mortgage advice firm

The Company

Our client is an established and fast growing mortgage advisory firm with a strong ethical focus. They have invested heavily in their people, systems and processes, creating an environment where advisers are trusted, supported and not micromanaged. Culture and values genuinely influence how advice is delivered.

Mortgage Adviser Benefits

• Competitive self employed commission splits depending on lead source
• Quality company generated leads provided alongside your own business
• In house protection support to enhance overall earnings
• No desk based sales environment
• Flexible working approach
• For Mortgage Advisers based locally to Bristol, ideally they like office presence of around two days per week, to encourage and maintain strong team collaboration
• Long term progression opportunities for ambitious Mortgage Advisers

Location

This Mortgage Adviser job is ideally suited to candidates based in or around Bristol, or within reasonable commuting distance.