Mortgage Advisor: Whole-Market Guidance (On-Site, Yate)

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

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.