Mortgage Broker: Trusted Client-Focused Advisor

A2B Financial Services Ltd

Gosport

On-site

GBP 35,000 - 52,000

Full time

2 days ago
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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

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.

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