Mortgage Advisor

JR United Kingdom; Peterborough; On-site; GBP 35,000 - 40,000; Full time

Job summary

A trusted financial advisory firm is seeking an experienced Mortgage Adviser to join their supportive team. In this hybrid role, you'll provide compliant mortgage advice to clients with a healthy book of business and opportunities to expand your own client base. Enjoy a competitive salary, a collaborative environment, and numerous benefits that promote long-term career growth.

Benefits

22 days holiday + bank holidays (rising to 30)

Tiered bonus structure

Supportive team culture

Qualifications

• At least 2 years’ experience in mortgage advisory.
• Willingness to complete Equity Release qualification within first year.
• Strong diary management and CRM diligence required.

Responsibilities

• Deliver clear and compliant mortgage advice to clients.
• Maintain thorough records and CRM updates.
• Handle the full process from consultation to application submission.

Skills

Customer-first mindset

Attention to detail

Confidence

Education

CeMAP

Equity Release qualification

Job description

Are you an experienced Mortgage Adviser ready to work with a trusted, whole-of-market broker?

Do you want to join a close-knit, professional team that values long-term relationships and truly enjoys what they do?

We’re working with a long-established financial advisory firm with a strong, loyal client base and a stellar reputation in the industry. This hybrid role offers the chance to join a down-to-earth, sociable team where people stick around – because they’re well looked after, supported, and enjoy their work.

The Role: Mortgage Adviser

You’ll be delivering clear, compliant mortgage and protection advice to a warm pipeline of clients and introducers. There’s a healthy book of business already in place – and plenty of scope to build your own through referrals. You’ll handle everything from initial consultation through to application submission, maintaining thorough records and CRM updates throughout.

What’s in it for you:

• £35,000–£40,000 basic + tiered bonus (realistic earnings above £60k)
• 22 days holiday + bank hols (rising to 30)
• Long-term clients, warm referrals, low-pressure environment
• A genuinely nice team culture – people stay for a reason!

What You’ll Need:

• CeMAP (or equivalent) & at least 2 years’ mortgage advisory experience
• Equity Release qualification – or willingness to complete it in your first 12 months
• Strong diary management, attention to detail, and CRM diligence
• Confidence, clarity, and a customer-first mindset

This role is ideal for someone who wants to take pride in their advice, be part of a supportive team, and build a long-term career. If that sounds like you, hit apply or get in touch for more info.

Additional Notes:

Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit. Check our Blog for more information.

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Created on 04/06/2025 by JR United Kingdom