Mortgage Broker

A2B Financial Services Ltd; Gosport; On-site; GBP 35,000 - 52,000; Full time

Job summary

A2B Financial Services Ltd in Gosport is seeking a full-time Mortgage Broker to join our local team. You will meet clients, assess their financial circumstances, explain mortgage and protection options, and recommend suitable products in line with regulatory requirements.

Daily duties include sourcing and comparing mortgage deals, managing applications from enquiry to completion, liaising with lenders and solicitors, and maintaining accurate client records.

Qualifications

• CeMAP or equivalent qualification is required.
• Experience advising on mortgages and protection products.
• Strong written and verbal communication.
• Ability to explain complex information clearly.
• Attention to detail in documentation and compliance.
• Ability to manage multiple cases with deadlines.

Responsibilities

• Source and compare mortgage deals for clients.
• Manage applications from initial enquiry to completion.
• Liaise with lenders, insurers, solicitors and other stakeholders.
• Prepare accurate client documentation and records.
• Contribute to local marketing and build long-term client relationships.

Skills

Mortgage advisory

Client communication

Regulatory knowledge

Documentation accuracy

Team collaboration

Education

CeMAP or equivalent

Job description

Company Description

A2B Financial Services Ltd provides clear, jargon-free mortgage and insurance advice to clients across the UK. The team focuses on understanding each client’s circumstances, goals, and priorities before recommending competitive mortgage or protection solutions. The firm supports first-time buyers, home movers, remortgages, buy-to-let investors, and those needing specialist mortgage support, aiming to make every process smooth and stress-free. A2B Financial Services also offers advised protection services, including life insurance, critical illness cover, income protection, and home insurance. Based in Gosport, the company is built on personal service, trusted advice, and long-term client relationships.

Role Description

This is a full-time, on-site Mortgage Broker role based at the A2B Financial Services office in Gosport. The Mortgage Broker will meet with clients to assess financial circumstances, explain mortgage and protection options, and recommend suitable products in line with regulatory requirements. Daily responsibilities include sourcing and comparing mortgage deals, managing applications from initial enquiry through to completion, and liaising with lenders, insurers, solicitors, and other stakeholders. The role involves preparing accurate documentation, maintaining up-to-date client records, and providing clear, professional guidance at each stage of the process. The Mortgage Broker will also contribute to local marketing activities, build long-term client relationships, and stay informed about market developments, products, and compliance changes.

Qualifications

• Strong mortgage advisory skills, including experience as a Mortgage Broker and familiarity with brokerage processes.
• Knowledge of personal finance solutions such as debt consolidation and broader finance principles.
• Understanding of mortgage marketing and client acquisition strategies within a regulated environment.
• Excellent communication, relationship-building, and client service skills, with the ability to explain complex information clearly.
• Attention to detail and high standards of accuracy in documentation, compliance, and record-keeping.
• Relevant industry qualifications (e.g., CeMAP or equivalent) and up-to-date knowledge of UK mortgage and protection products.
• Ability to work collaboratively within a small team and manage multiple cases and deadlines effectively.
• Prior experience in mortgage advising or financial services is highly beneficial.