Mortgage Advisor / Mortgage Broker

Additional Resources; Neath; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Additional Resources is hiring a Mortgage Advisor to deliver tailored mortgage and protection guidance across UK clients. You will manage cases from enquiry to completion, ensuring compliance and thorough documentation.

The role supports hybrid working arrangements and offers a salary range of £25,000–£35,000 with benefits. Ideal candidates have about two years of mortgage experience and knowledge of Buy-to-Let and professional investors.

Qualifications

• Approx. 2 years of relevant mortgage experience.
• Background in Buy-to-Let, portfolio landlords and professional investors.
• CeMAP qualification, but candidates with relevant experience may be considered.
• Knowledge of affordability assessments and lending criteria.

Responsibilities

• Assess clients’ financial circumstances to identify mortgage and protection options.
• Research products across a range of lenders and complete client fact-finds.
• Prepare and submit mortgage applications with supporting documentation.
• Manage cases through the application process to completion.
• Maintain regular contact with clients, lenders and stakeholders.
• Provide timely updates and ensure regulatory compliance.

Skills

Mortgage experience

Buy-to-Let knowledge

Portfolio landlords

Professional investors

CeMAP (or equivalent)

Affordability assessments

Lending criteria

CRM systems

UK mortgage market

Regulatory compliance

Education

CeMAP qualification

Tools

CRM software

Job description

An exciting opportunity has arisen for a Mortgage Advisor / Mortgage Broker to join a well-established, professional financial services firm operating across the UK, providing bespoke protection solutions to a diverse client base.

As a Mortgage Advisor / Mortgage Broker, you will provide tailored mortgage and protection advice while managing client cases from initial enquiry through to completion.

This full-time role offers hybrid working options, salary range of £25,000 - £35,000 and benefits.

You will be responsible for:

• Assessing clients’ financial circumstances, affordability and objectives to identify suitable mortgage and protection options.
• Researching products and lending criteria across a range of lenders.
• Completing client fact-finds and gathering the required supporting information.
• Preparing and submitting mortgage applications and supporting documentation.
• Managing cases throughout the application process through to completion.
• Maintaining regular contact with clients, lenders and relevant stakeholders.
• Providing clear and timely updates throughout each case.
• Ensuring advice and case management meet regulatory and internal compliance requirements.

What we are looking for:

• Approx.2 years of relevant mortgage experience.
• Background in Buy-to-Let, Portfolio Landlords and Professional Investors.
• CeMAP qualification, but candidates without it may be considered if they have relevant experience.
• Knowledge of affordability assessments, lending criteria and mortgage and protection products
• Understanding of the UK mortgage market, lender products and FCA regulatory requirements
• Ability to use CRM systems and digital tools for research, record keeping and client communication
• Experience within financial services would be preferred.

Thecandidatesfromthefollowingbackgroundwillbeconsidered:

• Mortgage Broker, Mortgage Adviser, Mortgage Advisor, Mortgage & Protection Adviser, Mortgage Specialist, Mortgage Consultant, Mortgage & Protection Broker or in a similar role.

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