Mortgage Advisor

Kind Wealth; United Kingdom; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Attractive commission scheme

Job summary

A growing financial advisory firm in the United Kingdom is seeking an experienced Mortgage Adviser to provide expert mortgage and protection advice. The successful candidate will work with a range of clients, ensuring compliance and maintaining strong client relationships. Required qualifications include CeMAP (or equivalent) and being FCA authorised. Ideal candidates will have 2+ years of experience in the industry and strong communication and analytical skills, alongside the potential for a lucrative commission scheme.

Qualifications

• 2+ years’ experience providing mortgage & protection advice.
• Strong communication, analytical, and relationship-building skills.
• High attention to detail and strong organisational skills.

Responsibilities

• Offering tailored mortgage & protection recommendations.
• Assessing client needs, objectives, and financial positions.
• Building long-term client relationships and providing ongoing support.

Skills

Strong communication skills

Analytical skills

Relationship-building skills

High attention to detail

Organizational skills

Education

CeMAP or equivalent

FCA authorised & regulated

Tools

CRM systems

Job description

Kind Wealth is growing, and we’re looking for an experienced Mortgage Adviser to join our team. If you’re passionate about helping clients achieve their property goals and delivering exceptional advice, we’d love to hear from you. We offer a very attractive commission scheme for our self employed advisers

🔎 About the Role

You’ll provide expert mortgage and protection advice to a wide range of clients — from first‑time buyers to home movers and remortgage customers. You’ll work with high‑quality leads generated through our introducer partnerships, while also having the freedom to self‑generate business

💼 What You’ll Be Doing

• Offering tailored mortgage & protection recommendations
• Assessing client needs, objectives, and financial positions
• Ensuring full FCA compliance and maintaining accurate client records
• Building long‑term client relationships and providing ongoing support
• Working collaboratively with colleagues, introducers, and professional partners
• Continuing your professional growth through CPD
• CeMAP (or equivalent) – required
• FCA authorised & regulated – required
• 2+ years’ experience providing mortgage & protection advice
• Strong communication, analytical, and relationship‑building skills
• High attention to detail and strong organisational skills
• Experience with CRM systems – desirable
• Experience with high‑net‑worth clients or the Quilter network – advantageous