Full job descriptionMy client is seeking a Mortgage Advisor with at least two years’ experience to join a small team in St. Albans. The successful candidate will provide high-quality mortgage advice, guiding clients through the entire mortgage process and recommending suitable products based on individual needs and financial circumstances.
Key Responsibilities
· Provide professional, compliant mortgage advice tailored to clients’ financial situations
· Conduct detailed fact-finds to assess client needs, affordability, and eligibility
· Recommend suitable mortgage and protection products in line with FCA regulations
· Manage mortgage applications from initial enquiry through to completion
· Build and maintain long-term relationships with clients, estate agents, lenders, and solicitors
· Keep up to date with mortgage products, lender criteria, and market changes
· Ensure accurate record keeping and compliance with all regulatory requirements
· Meet individual and team performance targets while maintaining high service standards
Skills and Experience Required
· Previous experience as a Mortgage Advisor or Mortgage Broker
· CeMAP qualification (or equivalent) is desirable
· Strong knowledge of the UK mortgage market and lender criteria
· Excellent communication and interpersonal skills
· Ability to manage multiple cases efficiently and work to deadlines
· Professional, ethical, and customer-focused approach
· Confident using CRM systems and mortgage sourcing software
Monday to Friday 8.30am to 6pm
£35,000 basic, up to £60,000 OTE