Mortgage Advisor

Acorn by Synergie; Swindon; Hybrid; GBP 34,000 - 80,000; Full time

Job summary

A leading mortgage advisory firm in Swindon is seeking a Mortgage Advisor to join their team. The role involves providing tailored mortgage advice, maintaining strong client relationships, and ensuring compliance with regulations. Ideal candidates will be CeMAP qualified with strong communication skills. The position offers a competitive salary and benefits, including hybrid working arrangements.

Benefits

Up to 25 days holiday plus UK bank holidays

Quarterly bonuses

Continuous professional development

Pension scheme

Free parking

Qualifications

• Must have the CeMAP qualification.
• Competent Advisor Status is required.
• Experience in mortgage broking is preferred.

Responsibilities

• Provide tailored mortgage advice to clients.
• Assess clients' financial situations for product recommendations.
• Maintain knowledge of market trends and regulations.
• Build strong relationships with clients for repeat business.
• Liaise with third parties to finalize legal requirements.

Skills

Strong interpersonal and communication skills

High level of attention to detail and accuracy

Time management skills

Confidence in handling client queries

Proficient in IT and CRM systems

Driving licence

Education

CeMAP qualified

Competent Advisor Status (CAS)

Job description

Mortgage Advisor - Near Swindon

Near Swindon 34,177 basic salary Up to 80,000 OTE with bonuses Full time Hybrid working - 2 days from home, 3 days office based

Introduction

A fantastic opportunity has arisen for a Mortgage Advisor to develop their career in mortgage broking. Our client is looking for an Advisor to join their well-established, busy residential and commercial team.

The ideal candidate will be confident, ambitious, and possess a mature personality. This role offers the opportunity to work with a dynamic, client-focused team, helping customers achieve their home ownership and financial goals.

Key Duties

• Provide advice tailored to clients' specific needs and circumstances.
• Assess clients' financial situations and recommend suitable mortgage products from a comprehensive panel of lenders.
• Stay up-to-date with market trends, lender criteria, and regulatory changes.
• Build and maintain strong relationships with clients, ensuring excellent customer service and repeat business.
• Ensure compliance with Financial Conduct Authority regulations and company policies.
• Liaise with lenders, solicitors, and other third parties to facilitate legal completion.

Qualifications and Experience

• CeMAP (Certificate in Mortgage Advice and Practice) qualified.
• Competent Advisor Status (CAS).

Skills and Attributes

• Strong interpersonal and communication skills.
• High level of attention to detail and accuracy.
• Ability to manage time effectively and achieve good outcomes.
• Confidence in handling client queries and offering clear, concise advice.
• Proficient in IT, including CRM systems and Microsoft Office.
• Driving licence essential.

What We Offer

• Up to 25 days holiday plus UK bank holidays.
• Opportunities for career progression within the commercial and development sector.
• Competitive salary and quarterly bonuses: OTE 80,000+.
• Continuous professional development.
• Supportive and collaborative team environment.
• Administrator support.
• Pension scheme.
• Hybrid working arrangement: 2 days from home, 3 days office based.
• Monday to Friday.
• Free parking.

Interested?

Apply now to join a professional and growing mortgage broking team.