Mortgage Adviser

9 hours ago

London Area, United Kingdom mbf Full time

Job Title: Mortgage Adviser

Location: London (Flexible Working: 2-3 days in the office)

Salary: to £60,000 + Benefits + Discretionary Bonus

About Us

Our client is a fast-growing fintech business aiming to revolutionise financial advice in the UK. Their mission is to put human advisers at the centre of every client relationship, while leveraging technology to streamline processes and enhance service delivery.

The Role

We are seeking an experienced Mortgage Adviser with 3+ years of experience to join a leading financial services business. The ideal candidate will have a strong understanding of mortgage advice, regulatory requirements, and a customer-centric approach to service.

You will be responsible for advising clients on the best mortgage products to suit their needs, managing the entire mortgage process from start to finish, and ensuring compliance with industry standards.

Key Responsibilities

  • Mortgage Advice: Provide expert mortgage advice tailored to each client's individual needs.
  • Client Management: Manage the mortgage process for clients from initial inquiry through to completion, ensuring a smooth and efficient service.
  • Compliance: Ensure all advice and processes comply with relevant regulatory standards and internal policies.
  • Customer Focus: Deliver a superior customer experience, addressing any concerns and ensuring client satisfaction.
  • Collaboration: Work closely with other teams, including financial planning, compliance, and technology, to provide holistic client outcomes.

Requirements

  • Relevant qualification to provide mortgage advice in the UK (e.g. CeMAP / Certificate in Mortgage Advice)
  • 2+ years of experience as a Mortgage Adviser
  • Strong knowledge of mortgage products, regulatory requirements, and industry trends
  • Excellent communication and interpersonal skills
  • A customer-focused, results-driven mindset with the ability to manage multiple clients simultaneously
  • Candidates must have experience providing mortgage advice within an IFA business, Wealth Management business, Fintech or bank. Candidates from estate agent backgrounds will not be considered.

Desirable (But Not Essential)

  • Qualification to give protection advice (e.g. Certificate in Protection, R05 Protection Advice)
  • Experience in a scale-up business environment employees)
  • Experience using Salesforce
  • Experience working in a FinTech company

What We Offer

  • Competitive salary up to £60,000 + discretionary bonus
  • 25 days annual leave + flexible working arrangements
  • Pension, private medical, income protection, and death in service benefits
  • Budget for continued learning and professional exams
  • Electric vehicle leasing through salary sacrifice / cycle to work scheme
  • Flexible working hours and hybrid remote working (2-3 days a week in the office)
  • Entrepreneurial, creative environment with a diverse, multinational team

  • Mortgage and Protection Adviser Self Employed

    2 days ago

    London, United Kingdom Mortgage 1st Full time

    Company DescriptionMortgage 1st, established in 2008, offers professional quality advice to clients throughout the UK. We provide a modern approach to mortgage advice by handling the entire process via phone and email, eliminating the need for face-to-face appointments. Our advisers quickly search the market to find the most suitable mortgage based on...

  • Mortgage Adviser

    1 week ago

    London Area, United Kingdom Jenson Fisher Full time

    Mortgage Adviser | £50-55k base OTE £60-70k | LondonAbout My Client:My client is a fast growing start up looking to change the face of financial advice and the way it’s delivered in the UK. They firmly believe that a human adviser needs to be at the heart of every client relationship, however by leveraging technology they can empower advisers to deliver...

  • Mortgage Adviser

    2 weeks ago

    London, United Kingdom mbf. Full time

    Job Title: Mortgage Adviser Location: London (Flexible Working: 2-3 days in the office) Salary: to £60,000 + Benefits + Discretionary Bonus About Us Our client is a fast-growing fintech business aiming to revolutionise financial advice in the UK. Their mission is to put human advisers at the centre of every client relationship, while leveraging technology...

  • Mortgage Adviser

    2 weeks ago

    London, United Kingdom mbf. Full time

    Job Title: Mortgage AdviserLocation: London (Flexible Working: 2-3 days in the office)Salary: to £60,000 + Benefits + Discretionary BonusAbout UsOur client is a fast-growing fintech business aiming to revolutionise financial advice in the UK. Their mission is to put human advisers at the centre of every client relationship, while leveraging technology to...

  • Mortgage Adviser

    2 weeks ago

    London, United Kingdom CareerStone Full time

    **Mortgage Adviser - Home Based Opportunity!** **The Company**: We are recruiting for one of London's largest and most prestigious whole of market Independent Mortgage & Protection Brokers. As a highly respected name in the market they provide mortgage/protection advice and complimentary products to individuals / employees within major FTSE250...

  • Mortgage Adviser

    7 days ago

    London, United Kingdom CareerStone Full time

    **The Company** Our client are seeking ambitious mortgage advisers looking for a more lucrative opportunity within a large partner firm. As a sister company to London’s leading estate agency, our client has been providing expert mortgage advice for over 30 years from their5 central London offices. This is a fantastic opportunity for an experienced,...

  • Self Employed Mortgage Adviser

    2 weeks ago

    London Area, United Kingdom Capricorn Financial Consultancy Full time £100,000 - £250,000 per year

    Self-Employed Mortgage Adviser(Experienced & Trainees with Proven Sales Backgrounds) £100k+ Year 1 realistic earnings | £150–200k Year 2 | Top performers £250k+ Must live within 45 minutes of Hammersmith | Self-employed | Commission-onlyAbout UsCapricorn Financial is London's highest-performing mortgage brokerage, trusted by FTSE 100 developers and...

  • Mortgage Adviser

    2 weeks ago

    London, United Kingdom F S People Full time

    Our Client are a premier Mortgage Brokerage based in London. They are seeking driven and experienced Mortgage Advisers to join their team. Dealing primarily with the staff of high profile companies in the field of Investment Management, Accountancy, Lawand Banking, this company has a unique proposition that lends itself to a high income for motivated...

  • Mortgage Adviser

    2 days ago

    London RM, United Kingdom GCB Agency Recruitment Full time £25,000 - £100,000 per year

    Are you ready to take your mortgage career to the next level? If yes, we have just the job opportunity for youWe are currently looking for a motivated and experienced Mortgage Advisor to join our client's expanding team in the Hornchurch area. They are a thriving, market-leading estate agency that offers its Mortgage Advisers comprehensive training, ongoing...

  • Mortgage Adviser

    7 days ago

    London, United Kingdom CareerStone Full time

    **Mortgage Adviser - Award Winning Financial Advisory Firm - Consistent HNW Business Provided** Our client is leading Advisory business that offers expertise across the full spectrum of financial services including commercial finance, wealth management, mortgages, protection and financial planning. They are a highly respected brokerage and well knownwithin...