Mortgage Advisor

FM JOBS LIMITED; West of England; Hybrid; GBP 35,000 - 70,000; Full time

Benefits offered by this job

Quality leads

In house protection

Flexible working

No desk-based sales

Office presence

Career progression

Job summary

Premier Jobs UK is seeking a Mortgage Adviser for a Bristol area opportunity with a growing, purpose-led firm. You will handle clients from start to finish, supported by a collaborative team and quality leads generated by the business.

role focuses on providing whole of market advice, building long-term relationships, and expanding conversations beyond just rates while collaborating with an in-house protection specialist. Flexible working and genuine values are highlighted.

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 is desirable.
• Experience using CRM systems within a mortgage advice firm.

Responsibilities

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

Skills

Experience as Mortgage Adviser

CRM systems experience

Self-employed friendly

Education

CeMAP or equivalent

Tools

CRM software

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

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.

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.