Mortgage Consultant

Countrywide Mortgage Services; Highweek; On-site; GBP 26,000 - 38,000; Full time

Job summary

Countrywide Mortgage Services in Newton Abbot is recruiting a Mortgage Consultant to guide customers from initial enquiry to completion, providing tailored mortgage and protection advice in line with regulations.

You will conduct affordability checks, manage applications with lenders, and maintain strong relationships with estate agents, delivering clear updates and a trusted, customer-focused service. The role is full-time, on-site, with targets and a focus on ethical customer outcomes.

Qualifications

• Knowledge of mortgage lending and home loan products.
• Strong numeracy and attention to detail.
• Proven customer service skills in financial services.
• CeMAP or equivalent qualification, or willingness to achieve.
• Ability to work accurately within regulatory frameworks.
• Excellent communication and time-management skills.
• Experience in mortgage advising is advantageous but not required.

Responsibilities

• Assess customer needs and provide tailored mortgage and protection advice.
• Conduct affordability assessments and manage applications.
• Liaise with lenders to progress cases and ensure compliant documentation.
• Maintain relationships with estate agents and provide timely updates.
• Deliver high-quality customer service throughout the home-buying journey.
• Meet performance targets while upholding ethical standards.

Skills

Mortgage knowledge

Customer service

Regulatory compliance

CeMAP or equivalent

Numeracy

Communication

Time management

Education

CeMAP or equivalent

Job description

Company Description

Countrywide Mortgage Services is dedicated to bringing people and property together by supporting customers with their mortgage and protection needs. The company is part of the Connells Group, one of the largest and most successful estate agency and property services providers in the UK, with over 1,200 branches. As part of the UK’s largest mortgage broker, Countrywide Mortgage Services offers strong career development and progression opportunities. Team members work in a dynamic environment where ambition and customer focus are valued. Individuals interested in a long-term career in financial services can find more information through Countrywide’s careers resources.

Role Description

This full-time, on-site Mortgage Consultant role is based in Newton Abbot and focuses on guiding customers through the mortgage process from initial enquiry to completion. The Mortgage Consultant will assess customer needs, provide tailored mortgage and protection advice, and recommend suitable products in line with regulatory requirements. Daily responsibilities include conducting detailed affordability assessments, managing applications, liaising with lenders, and ensuring accurate documentation and compliance. The role also involves maintaining strong relationships with estate agency colleagues, providing timely updates to customers, and delivering high-quality customer service throughout the home-buying journey. The Mortgage Consultant is expected to meet performance targets while upholding ethical standards and putting customer interests first.

Qualifications

• Knowledge and experience in the mortgage industry, including mortgages and mortgage lending.
• Solid understanding of finance principles and financial products relevant to residential property purchases.
• Proven customer service skills, with the ability to build trust, explain complex information clearly, and handle enquiries professionally.
• Relevant professional qualifications (e.g., CeMAP or equivalent) or a strong willingness to achieve such certifications.
• Strong numeracy, attention to detail, and ability to work accurately within regulatory and compliance frameworks.
• Effective communication, time management, and organizational skills, with the ability to manage a busy caseload.
• Comfort working in a target-driven environment while maintaining a customer-centric approach.
• Previous experience in mortgage advising, financial services, or a related field is advantageous but not strictly required for all applicants.