Mortgage Broker

Prime Property Finance; Swansea; On-site; GBP 25,000 - 45,000; Full time

Job summary

Prime Property Finance in Swansea is seeking a full-time Mortgage Broker to advise clients on suitable mortgage and protection products. You will assess financial circumstances, goals, and risk, sourcing products from a wide lender panel and guiding applications from submission to completion.

You will build lasting relationships with clients and lenders, stay compliant with FCA rules, and contribute to business growth by following up leads and delivering ethical, high-quality financial advice.

Qualifications

• Strong financial advisory skills and ability to assess affordability.
• Proficiency in end-to-end mortgage case management.
• Excellent communication and interpersonal abilities.
• Solid organizational and time-management skills.
• Knowledge of UK mortgage markets and FCA rules; CeMAP preferred.
• Experience with CRM systems and digital tools for research and documentation.
• Proven integrity and commitment to compliant, unbiased advice.
• Previous mortgage adviser/broker experience is beneficial.

Responsibilities

• Advise clients on mortgage and protection products based on financial circumstances.
• Source products from a wide range of lenders and prepare applications.
• Manage cases through completion and maintain client relationships.
• Ensure regulatory and internal policy compliance.
• Follow up leads and contribute to business growth.

Skills

Financial advisory skills

Case management

Communication skills

Organization & time-management

UK mortgage market knowledge

CRM & digital tools

Integrity & compliance

Experience in financial services

Education

CeMAP or equivalent qualification

Tools

CRM systems

Job description

Company Description

Prime Property Finance 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

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.