Mortgage Advisor

Andrews Mortgage Services; Oxford; On-site; GBP 47,000 - 77,000; Full time

Job summary

A leading financial advisory firm in Oxford is seeking a Mortgage & Protection Adviser to maximize new business opportunities and build long-term client relationships. The ideal candidate will have proven mortgage advising experience, a CeMAP qualification, and excellent communication skills. The role offers a competitive salary of £47,000 to £77,000pa, plus a generous commission structure and extensive benefits. If you're self-motivated and customer-focused, this could be your next big career move.

Benefits

Basic salary range including OTE

Generous commission structure

Car allowance of £3k

Career pathways programme

Employee referral programme

Birthday day off

Pension and death in service benefit

Cycle to work scheme

Qualifications

• Experience in estate agency environment is a plus.
• Full UK driving license is required.
• Familiarity with financial products and their implications.

Responsibilities

• Identify business prospects and match them with mortgage products.
• Follow up on new and existing business leads.
• Ensure customers understand the financial implications.

Skills

Proven experience providing mortgage advice

Outstanding customer service and communication skills

Self-motivated and positive attitude

Good understanding of market demand and customer behaviour

Excellent organisational skills

Education

CeMAP or equivalent qualifications

Tools

IT systems

Job description

Andrews Mortgage Services are recruiting for a Mortgage & Protection adviser to be the final piece of the puzzle working out of an estate agency based in Oxford.

In this role you would be responsible for maximising all new business opportunities generated for potential applicants, landlords, buyers and sellers. You’ll start to build a long‑term relationship using effective people and communication skills while maintaining the highest standards of customer service.

You’ll be part of one team, working together, and sharing knowledge and information, to ensure our customers get advice that helps them to make sound financial decisions and enjoy their home.

What is Offered to you

In exchange for your commitment and flexibility, you will be offered a great opportunity to join a business that believes in nurturing your career, valuing your commitment and rewarding you with an attractive package that really does add up.

Our benefits package includes

• A basic salary range including OTE of £47,000 to £77,000pa depending on experience
• A generous commission structure which encourages you to succeed and earn
• £3k car allowance
• Apprenticeship and Industry Qualification opportunities
• Career pathways programme to support development
• Employee Assistance Support Platform
• Employee Referral Programme
• Additional Birthday Day Off on top of annual leave allowance
• Pension and Death in Service Benefit
• Cycle to Work Scheme
• Optional Health Care Plan
• Commission and Bonus Schemes
• A 5‑day working week

The Successful Candidate will have

• Proven experience providing mortgage advice
• A CeMAP or equivalent qualifications
• Experience within an estate agency environment
• Good understanding of market demand and customer behaviour
• Outstanding customer service and communication skills
• A self‑motivated and positive attitude
• Excellent organisational skills, and an eye for detail
• Familiarity with the use of IT systems
• Their own transport and full UK driving licence

Key Responsibilities of the role

• To identify business prospects i.e. applicants, vendors, viewers and clients who may also buy with another agent. Match them with appropriate Mortgage, Protection and General Insurance products.
• To be effective in following up all new and existing business leads generated from the above including those from our existing client portfolio.
• Ensure all customers are fully aware of the process they are entering into, including the costs and financial implication.
• To fully utilise and comply with systems and procedures which are in place.
• To maximise business efficiency through effective diary and system management, ensuring we make the best use of our time, and work to suit the needs of our customers.
• To assist in the training and motivation of the branch staff to encourage appropriate lead generation to Andrews Mortgage Services, and to self‑generate leads from missed opportunities to meet targets.
• Ensure you understand your branch and personal KPIs, to lead to achieving and exceeding the figures required to satisfy the branch / department performance.

Andrews Property Group is a unique estate / letting agent in the UK owned by Andrews Charitable Trust. We’ve found millions their dream home whilst together raising over £10m to support over 180 charities. We take pride in creating an exceptional business that makes a positive impact. We believe in doing things differently by combining business excellence with a commitment to social responsibility

Andrews Mortgage Services is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.