Mortgage Advisor

About the Role

We are seeking an experienced, motivated, and customer-focused Mortgage Advisor to join our growing team. In this role, you will guide clients through the entire mortgage journey — from initial enquiry to completion — ensuring they receive clear, compliant, and high-quality advice tailored to their needs. This is an excellent opportunity for advisers who are passionate about helping people secure the right mortgage and protection solutions while developing a strong career in financial services.

Key Responsibilities

Client Advice & Relationship Management

• Provide expert mortgage and protection advice tailored to each client’s financial circumstances and goals.


• Conduct thorough fact-find assessments to understand client needs.


• Explain mortgage types, rates, protection products, and associated processes in a clear and accessible manner.


• Build long-term relationships with clients, estate agents, and other referral partners.

Mortgage Process & Compliance

• Manage the full mortgage process — application, submission, and follow-through to completion.


• Ensure all recommendations follow regulatory requirements and internal compliance standards.


• Maintain accurate, up-to-date client records and documentation.


• Stay informed on current mortgage products, lending criteria, and market changes.

Performance & Business Development

• Work proactively to convert leads into completed mortgage applications.


• Develop and maintain strong relationships with referral partners to maximise lead flow.


• Meet agreed performance targets for activity, compliance, and customer satisfaction.


• Identify additional opportunities for appropriate protection products and financial solutions.

Skills & Experience Required

• CeMAP (or equivalent) qualification – essential.


• Proven experience as a Mortgage Advisor or Mortgage & Protection Advisor.


• Strong understanding of mortgage products, underwriting processes, and lender criteria.


• Excellent communication and rapport-building skills.


• Ability to work independently and manage a busy pipeline of clients.


• High level of professionalism, customer focus, and attention to detail.

What We Offer

• Competitive commission structure and generous earning potential.


• High-quality, consistent lead sources.


• Full administrative and compliance support.


• Opportunities for progression, development, and additional qualifications.


• Office-based, Hybrid or self-employed models available depending on location and business structure.


• A supportive, collaborative working culture with strong operational backing.

Ideal Candidate Profile

We’re looking for someone who is:

• Confident in giving regulated mortgage and protection advice.


• Highly driven, proactive, and thrives in a sales-through-service environment.


• Able to build trust quickly with clients and partners.


• Organised and capable of managing multiple cases at varying stages.


• Motivated for both customer outcomes and commercial success

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