Mortgage Advisor / Mortgage Broker

An exciting opportunity has arisen for a Mortgage Advisor / Mortgage Broker to join a well-established, professional financial services firm operating across the UK, providing bespoke protection solutions to a diverse client base.

As a Mortgage Advisor / Mortgage Broker, you will provide tailored mortgage and protection advice while managing client cases from initial enquiry through to completion.

This full-time role offers hybrid working options, salary range of £25,000 - £35,000 and benefits.

You will be responsible for:

? Assessing clients' financial circumstances, affordability and objectives to identify suitable mortgage and protection options.
? Researching products and lending criteria across a range of lenders.
? Completing client fact-finds and gathering the required supporting information.
? Preparing and submitting mortgage applications and supporting documentation.
? Managing cases throughout the application process through to completion.
? Maintaining regular contact with clients, lenders and relevant stakeholders.
? Providing clear and timely updates throughout each case.
? Ensuring advice and case management meet regulatory and internal compliance requirements.


What we are looking for:

? Approx.2 years of relevant mortgage experience.
? Background in Buy-to-Let, Portfolio Landlords and Professional Investors.


? CeMAP qualification, but candidates without it may be considered if they have relevant experience.
? Knowledge of affordability assessments, lending criteria and mortgage and protection products
? Understanding of the UK mortgage market, lender products and FCA regulatory requirements
? Ability to use CRM systems and digital tools for research, record keeping and client communication
? Experience within financial services would be preferred.


The candidates from the following background will be considered:

? Mortgage Broker, Mortgage Adviser, Mortgage Advisor, Mortgage & Protection Adviser, Mortgage Sp