Mortgage Advisor

Chartwell Funding Limited; Yate; On-site; GBP 30,000 - 46,000; Full time

Job summary

Chartwell Funding Limited in Yate is seeking a Mortgage Advisor to meet with clients, assess borrowing needs and review financial information to recommend suitable mortgage products from a broad panel.

You will explain options and risks, advise on related insurance, prepare applications, liaise with lenders, maintain records, and contribute to client acquisition through proactive service.

Qualifications

• CeMAP qualified (or equivalent) with up-to-date regulatory awareness.
• Strong knowledge of Mortgages and Mortgage Marketing to match products to diverse client needs.
• Excellent interpersonal and communication skills with a client-focused and ethical approach to advice.
• Attention to detail and strong organizational skills for managing multiple cases and documentation accurately.

Responsibilities

• Meet with clients to assess borrowing needs and advise on mortgage options.
• Gather and review financial information to determine affordability.
• Explain mortgage options and associated risks to clients.
• Advise on related insurance and protection products.
• Prepare applications and liaise with lenders to progress cases.
• Maintain accurate records and documentation.
• Support client acquisition and retention through proactive service.

Skills

Mortgage knowledge

Financial planning

Interpersonal communication

Attention to detail

Education

CeMAP qualified (or equivalent)

Job description

Company Description Chartwell Funding Limited, established in 2007, is a property finance specialist with access to lenders that cover a wide range of client needs. The company offers mortgage, insurance, and protection solutions, including buildings and contents insurance and coverage for critical illness, loss of income, and premature death. With experience across changing property and finance markets, Chartwell Funding secures significant funding for clients and provides whole-of-market advice. The firm is committed to professional customer service, achieving high client satisfaction scores and strong recommendation rates. Their experienced team focuses on guiding clients through the full mortgage and protection process with clear, responsible advice.

Role Description This is a full-time, on-site Mortgage Advisor role based in Yate. The Mortgage Advisor will meet with clients to assess their borrowing needs, gather and review financial information, and recommend suitable mortgage products from a broad panel of lenders. Responsibilities include explaining mortgage options and associated risks, advising on related insurance and protection products, and ensuring all recommendations comply with regulatory and company standards. The role involves preparing applications, liaising with lenders and other stakeholders to progress cases, and maintaining accurate records and documentation. The Mortgage Advisor will also contribute to client acquisition and retention through proactive communication, professional service, and ongoing relationship management.

Qualifications

• Strong knowledge of Mortgages and Mortgage Marketing, with the ability to match products to diverse client needs.
• Solid understanding of Finance and Financial Planning to assess affordability and advise responsibly.
• CeMAP qualified (or equivalent recognized mortgage advice qualification), with up-to-date regulatory awareness.
• Excellent interpersonal and communication skills, with a client-focused and ethical approach to advice.
• Attention to detail and strong organizational skills for managing multiple cases and documentation accurately.
• Previous experience in mortgage advising, banking, or financial services is highly beneficial.
• Comfort working in an on-site team environment in Yate, with a proactive attitude to learning and professional development.