Job Description

Job Overview

We are seeking a professional and client-focused Mortgage Advisor to join our financial services team. The successful candidate will assist clients in securing suitable mortgage options, providing expert guidance throughout the application process. This role offers an excellent opportunity for individuals passionate about finance and customer service to develop their career within a reputable organisation. The Mortgage Advisor will be responsible for assessing clients' financial situations, explaining various mortgage products, and ensuring a smooth and compliant transaction process.

Responsibilities

Conduct detailed consultations with clients to understand their mortgage needs and financial circumstances Analyse clients' financial information, including income, expenses, and credit history, to determine eligibility Present suitable mortgage options and explain terms, interest rates, and repayment plans clearly and professionally Assist clients in completing mortgage applications accurately and efficiently Liaise with lenders, estate agents, and other relevant parties to facilitate the approval process Stay informed about current market trends, lending criteria, and regulatory requirements to provide accurate advice Maintain comprehensive records of client interactions and transactions in line with compliance standards Promote the organisation's services through professional communication and relationship-building

Skills

Proven experience within financial services or related fields is desirable Strong understanding of mortgage products, lending processes, and regulatory compliance Excellent interpersonal skills with the ability to explain complex information clearly Proficient in basic maths for calculations related to interest rates, repayments, and affordability assessments Organised with attention to detail to ensure accuracy in documentation and advice Ability to work independently whilst maintaining a high level of professionalism and integrity
This role offers an engaging environment for those eager to advance their career in finance while delivering exceptional service to clients.

Job Type: Full-time

Pay: 50,000.00-60,000.00 per year

Benefits:

Company car Company pension On-site parking
Application question(s):

Are you CeMAP qualified
Work Location: In person