Full job description Mortgage Advisor
Location: Head office Tonbridge however appointments will vary mainly covering the Southeast of England
Salary: £30,000 - £40,000 basic (OTE uncapped)
Type: Full-time, Permanent
Overview:
Our client is seeking an experienced and fully qualified Mortgage Advisor (CeMAP or equivalent) to join their expanding financial services team.
With its own in-house technology department and a proprietary introducer platform and client portal, this innovative business offers a compelling proposition for clients, introducers and advisors alike. Its investment in developing its own technology gives it a distinct identity in the mortgage market and offers an exciting opportunity for an ambitious advisor to be part of its growth.
You’ll provide tailored mortgage and protection advice to a wide range of clients, supported by high-quality leads, full administrative support and excellent career progression opportunities. Experience working under or within the Mortgage Advice Bureau (MAB) network would be advantageous but is not essential.
Key Responsibilities:
*Provide tailored mortgage and protection advice to clients based on their individual circumstances and financial goals.
*Manage the full mortgage process from initial consultation through to completion, ensuring an exceptional client experience throughout.
*Assess clients’ income, expenditure, credit history, and affordability to recommend suitable mortgage products.
*Maintain up-to-date knowledge of the mortgage market, lender criteria, and regulatory requirements.
*Build and maintain strong relationships with clients, introducers, and lenders to ensure repeat and referral business.
*Ensure all recommendations and files are fully compliant with FCA regulations and company policies.
*Work closely with internal teams and administrators to ensure timely and accurate case progression.
*Meet personal and team-based performance targets in line with company goals.
Requirements:
*CeMAP qualification or equivalent.
*Proven experience providing mortgage and protection advice, ideally within a brokerage or estate agency environment.
*Experience working under or within the Mortgage Advice Bureau (MAB) network would be advantageous but is not essential.
*Sound understanding of mortgage products, lender criteria, and protection policies.
*Strong communication and interpersonal skills with the ability to build long-term client relationships.
*Self-motivated, target-driven, and organised with excellent attention to detail.
*Confident using IT systems, CRM software, and lender portals.
*Full UK driving licence and access to a vehicle
What’s on Offer:
*Competitive basic salary + uncapped commission structure.
*Quality pre-qualified leads provided.
*Full administrative and compliance support.
*Ongoing professional development and career progression opportunities.
*Supportive, team-oriented working environment.
*Hybrid or flexible working options depending on experience.
Ideal for:
An ambitious, qualified Mortgage Advisor looking to take the next step in their career within a professional, supportive, and growth-focused financial services business.