Mortgage Broker

JT Search; Neath; On-site; GBP 35,000 - 55,000; Full time

Job summary

Prime Property Finance in Swansea is seeking a Mortgage Broker to advise clients on mortgage and protection products, assess their financial circumstances, and manage cases to completion.

This full-time, on-site role emphasizes regulatory compliance, strong client relationships, and building a professional network to contribute to business growth.

Qualifications

• Strong financial advisory skills, including assessing affordability, interpreting lending criteria, and recommending suitable mortgage and protection products.
• Proficiency in case management from initial client fact-finding through application submission, documentation, and completion.
• Excellent communication and interpersonal skills to explain complex products clearly and build long-term client relationships.

Responsibilities

• Advise clients on mortgage and protection products, assessing their financial circumstances, goals and risk profile.
• Source products from a wide range of lenders and prepare/submitting applications.
• Manage cases through to completion and maintain strong relationships with clients and lenders.

Skills

Financial advisory

Communication

Time management

Regulatory knowledge

Education

CeMAP or equivalent qualification

Tools

CRM systems

Digital tools

Job description

Company Description

Company Description is a professional mortgage and insurance brokerage supporting private clients, commercial clients, and investors across the UK. The firm arranges residential, buy-to-let, bridging, development, and commercial mortgages, as well as mortgage protection and life insurance. As a whole-of-market broker, Prime Property Finance has access to high street and specialist lenders, enabling tailored solutions aligned with each client’s financial objectives. Based in Neath, South Wales, the company provides a client-focused, advisory service with strong local roots and national reach.

Role Description

Role Description This is a full-time, on-site Mortgage Broker role based in Swansea. The Mortgage Broker will advise clients on suitable mortgage and protection products, assessing their financial circumstances, goals, and risk profile. Daily responsibilities include gathering and analyzing client information, sourcing products from a wide range of lenders, preparing and submitting applications, and managing cases through to completion. The role also involves maintaining strong relationships with clients, lenders, and other stakeholders, providing clear updates, and ensuring compliance with relevant regulations and internal policies. The Mortgage Broker will contribute to business growth by following up leads, building a professional network, and delivering high-quality, ethical advice and service.

Qualifications

• Strong financial advisory skills, including assessing affordability, interpreting lending criteria, and recommending suitable mortgage and protection products.
• Proficiency in case management, from initial client fact-finding through application submission, documentation, and completion.
• Excellent communication and interpersonal skills to explain complex products clearly and build long-term client relationships.
• Solid organizational and time-management abilities to handle multiple client cases and meet lender and regulatory deadlines.
• Knowledge of UK mortgage markets, lender products, and regulatory requirements (e.g., FCA rules); CeMAP or equivalent qualification preferred.
• Comfort with using CRM systems and digital tools for research, documentation, and client communication.
• Proven integrity, attention to detail, and a commitment to delivering fair, unbiased, and compliant advice.
• Previous experience as a mortgage adviser/broker or in financial services is highly beneficial