Mortgage & Protection Advisor EMPLOYED or SELF-EMPLOYED

HLPartnership; West of England; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a passionate Mortgage Advisor to join their dynamic team. This role is pivotal in guiding clients through significant financial decisions, providing tailored advice on mortgage products, and ensuring a seamless application journey. With a focus on exceptional customer service, you will help clients navigate the complexities of the mortgage process, whether they are first-time buyers or seasoned investors. The company offers quality leads, ongoing training, and a collaborative environment, making this an exciting opportunity for driven professionals looking to make a real difference in people's lives.

Benefits

22 days holiday plus Bank Holidays

Company pension

Free on-site parking

Health and wellbeing programme

Ongoing training and professional development

Marketing manager in-house for lead generation

Collaborative team environment with administrative support

Qualifications

• At least 2 years of experience as a Mortgage Advisor in the UK.
• Strong knowledge of residential and buy-to-let mortgage products.

Responsibilities

• Conduct consultations to understand clients’ financial situations.
• Manage the end-to-end mortgage application process.

Skills

UK Mortgage Market Knowledge

Customer Service

Communication Skills

Organizational Skills

Proficiency in Mortgage Software

Education

CeMAP Qualification

Competent Advisor Status (CAS)

Tools

CRM Platforms

Sourcing Systems

Job description

Mortgage & Protection Advisor EMPLOYED or SELF-EMPLOYED

Mortgage & Protection Advisor EMPLOYED or SELF-EMPLOYED

6 days ago Be among the first 25 applicants

Direct message the job poster from HLPartnership

Internal Recruiter at HL Partnership Limited

Are you a passionate and driven Mortgage Advisor with a proven track record of helping clients secure property?

Due to increased levels of new business via additional introducers, our Appointed Representatives are looking for talented and experienced Mortgage Advisor's to join their dynamic team. If you have at least 2 years of experience in the UK mortgage market, ideally as a whole of market adviser, a deep understanding of both residential and buy-to-let deals, and a commitment to delivering exceptional customer service, we want to hear from you!

About the Role:

As a Mortgage Advisor, you will play a pivotal role in guiding clients through one of the most important financial decisions of their lives. You’ll provide tailored advice, recommend suitable mortgage products, and ensure a seamless journey from application to completion. Your expertise will help clients navigate the complexities of the mortgage process, whether they’re first-time buyers, re-mortgaging, or investing in property.

For a mortgage and protection adviser role you would be expected to advise on a range of protection products and put the client in an informed position in regards to the risks of not fully protecting their mortgage, home and income.

Key Responsibilities:

• Conduct in-depth consultations to understand clients’ financial circumstances and property goals.
• Provide expert advice on a wide range of mortgage products, including residential, and buy-to-let, it would be an advantage to have experience with specialist lending such as bridging loans, development finance and commercial mortgages but not essential.
• Research and recommend the most suitable mortgage options from a panel of lenders.
• Manage the end-to-end mortgage application process including the promotion of relevant protection advice and ensuring compliance with FCA regulations.
• Build and maintain strong relationships with clients, estate agents, and lenders.
• Stay up-to-date with market trends, lender criteria, and regulatory changes.
• Achieve and exceed individual and team targets.

What We’re Looking For:

• Minimum 2 years of experience as a Mortgage Advisor in the UK.
• CeMAP qualification ( or equivalent ) and Competent Advisor Status (CAS) is essential.
• Strong knowledge of the UK mortgage market and lender criteria.
• Excellent communication and interpersonal skills, with the ability to build trust and rapport.
• A proactive, results-driven mindset with a passion for delivering outstanding customer service.
• Strong organisational skills and the ability to manage multiple cases simultaneously.
• Proficiency in mortgage software and tools (e.g., sourcing systems, CRM platforms).

What We Offer:

• Quality leads from numerous, established local introducers.
• Marketing manager in-house to provide lead generation support and help create new opportunities.
• The opportunity to advise on lucrative specialist products such as bridging and development finance.
• Ongoing training and professional development.
• Collaborative team environment with almost 1:1 administrative support to chase cases, leaving you with time to research more cases.
• The chance to make a real difference in people’s lives by helping them achieve their property dreams.
• 22 days holiday each year (pro rata) plus Bank Holidays as standard plus 1 additional day per year for every year of worked (up to a maximum of 5 additional days).
• Company pension.
• Free on-site parking.
• Health and wellbeing programme.

For more information or if you want to apply for this role, please email Adella Mulla at [e-mail]

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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