Mortgage Broker

JR United Kingdom; Glasgow; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a motivated Mortgage and Protection Advisor to join their team in Glasgow. In this pivotal role, you will assist individuals and families in navigating the mortgage process, providing tailored advice that aligns with their financial goals. You will engage with clients through various channels and collaborate closely with lenders and partners to ensure a seamless experience. This position offers a dynamic working environment, where your expertise will help clients secure the best mortgage solutions. If you're passionate about helping others and thrive in a fast-paced setting, this opportunity is perfect for you.

Qualifications

• Experience in advising on mortgages and protection products is preferred.
• Confident communicator with a customer-first mindset.

Responsibilities

• Deliver tailored mortgage and protection advice based on clients’ needs.
• Maintain detailed and compliant client records throughout the mortgage journey.

Skills

Mortgage Advisory

Customer Communication

Organizational Skills

Self-Motivation

Education

Experience in mortgage and protection advising

Tools

Mortgage Sourcing Tools

CRM Systems

Digital Communication Platforms

Job description

We are currently seeking a motivated and detail-oriented Mortgage and Protection Advisor to join our clients team. As a Mortgage Advisor, you’ll play a key role in helping individuals and families find the right mortgage and protection solutions tailored to their needs. You’ll guide clients through the process from initial enquiry through to mortgage offer, working closely with lenders and other key partners.

Key Responsibilities

1. Deliver tailored mortgage and protection advice based on clients’ financial situations and goals.
2. Handle enquiries through various channels: phone, email, video, and in-person.
3. Maintain detailed and compliant client records throughout the mortgage journey.
4. Recommend suitable products from a comprehensive or whole-of-market range.
5. Liaise with lenders, underwriters, estate agents, and solicitors to progress cases smoothly.
6. Keep up-to-date with current mortgage rates, lending criteria, and regulatory updates.
7. Work proactively during both 6-day and 4-day working weeks, including Saturdays.

Requirements

1. Experience in advising on mortgages and protection products – preferred.
2. Confident communicator with a customer-first mindset.
3. Organised, self-motivated, and capable of managing a busy case pipeline.
4. Comfortable working on a rotating schedule that includes weekends.
5. Proficient in using mortgage sourcing tools, CRM systems, and digital communication platforms.