Mortgage Advisor / Mortgage Broker (AWDO-P14196) in Liverpool)

AWD online; Liverpool; Hybrid; GBP 70,000; Full time

Job summary

A financial services firm in Liverpool is seeking a qualified Mortgage Advisor / Mortgage Broker to join their office-based team. The role offers strong lead flow, excellent client support, and uncapped earning potential. Candidates should have a CeMAP qualification and experience in providing tailored mortgage and protection solutions. The position is permanent with an option for self-employment, providing flexibility and additional support from a growing company committed to client success.

Benefits

Generous uncapped commission structure

Excellent client support

Flexibility in employment arrangements

Qualifications

• Previous experience working as a Mortgage & Protection Advisor.
• Current CAS status required.
• Comfortable working within a supportive office-based team.

Responsibilities

• Meeting with clients to assess financial circumstances and mortgage needs.
• Providing clear, compliant advice on a range of mortgage products.
• Advising clients on suitable protection products.
• Building and maintaining strong client relationships.
• Managing and converting leads efficiently.
• Ensuring compliance with regulatory standards.
• Completing accurate application paperwork.
• Collaborating with colleagues in an office environment.

Skills

Strong attention to detail

Client-first approach

Professional communication

Time management

Organisational skills

Proactive self-driven approach

Education

CeMAP or equivalent mortgage qualification

Job description

Mortgage Advisor / Mortgage Broker

This is an excellent opportunity for a qualified Mortgage Advisor / Mortgage Broker to join a supportive, office-based team environment, offering strong lead flow, client support, and uncapped earning potential within financial services and advisory work.

If you’ve also worked in the following roles, we’d also like to hear from you:

Mortgage Advisor, Mortgage Consultant, Financial Advisor, Protection Consultant, Mortgage Case Manager

EARNINGS: £70,000 OTE (Uncapped) + Benefits

LOCATION: Hybrid / Liverpool, North West England

JOB TYPE: Full-Time, Permanent and Self-Employed Contracts Available

JOB OVERVIEW

We have a fantastic new job opportunity for a Mortgage Advisor / Mortgage Broker to join a growing and collaborative office-based team in Liverpool. This role is well suited to someone who enjoys working in a fast-paced, client-focused financial services environment.

As a Mortgage Advisor / Mortgage Broker you will benefit from a strong flow of quality leads, excellent administrative support, and the flexibility of either employed or self‑employed arrangements, enabling you to focus on delivering outstanding advice and service.

The Mortgage Advisor / Mortgage Broker will work closely with clients to understand their needs, provide tailored mortgage and protection solutions, and build long‑term relationships based on trust and professionalism.

WHY JOIN?

• Generous, uncapped commission structure
• Strong lead flow and excellent client support
• Employed or self‑employed arrangements available
• A positive, team‑focused office environment in the heart of Liverpool

ABOUT THE COMPANY

The company is a technology‑focused Appointed Representative (AR) Network in the UK, offering comprehensive support services to mortgage and protection advisers. Their network comprises experienced ARs and advisers who specialise in tailored mortgage advice, protection, general insurance, and later life lending products. The company combines a strong focus on consumer‑centric service with bespoke solutions to help advisers succeed. They provide access to an extensive product range, professional marketing services, expert guidance, and ongoing training, all supported by a cutting‑edge technology platform. Additionally, the company host regular events and offer business development support to streamline operations and deliver the best outcomes for clients.

As the Mortgage Advisor / Mortgage Broker you will have the support of a well‑established company behind you. After all, 1,000 advisers nationwide can’t be wrong.

APPLY TODAY

Apply Today to take the next step in your career. Apply Now for our Recruitment Team to review your application.

DUTIES

Your duties as the Mortgage Advisor / Mortgage Broker include:

• Client Consultations: Meeting with clients to assess financial circumstances and mortgage needs
• Mortgage Advice: Providing clear, compliant advice on a range of mortgage products
• Protection Solutions: Advising clients on suitable protection products to meet their needs
• Relationship Management: Building and maintaining strong, long‑term client relationships
• Lead Management: Managing and converting provided leads efficiently and professionally
• Compliance: Ensuring all advice and processes meet regulatory and compliance standards
• Documentation: Completing accurate fact finds and application paperwork
• Office Collaboration: Working closely with colleagues in an office‑based environment

CANDIDATE REQUIREMENTS

• CeMAP or equivalent mortgage qualification
• Current CAS status
• Previous experience working as a Mortgage & Protection Advisor
• Confident and professional communication with clients
• A client‑first approach with strong attention to detail
• Comfortable working within a supportive office‑based team
• Strong time management and organisational skills
• A proactive and self‑driven approach to work

HOW TO APPLY

To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CVs of job applicants meeting this requirement will be submitted to our client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our client for this purpose.

JOB REF: AWDO-P14196