Full job description Mortgage Adviser

The Levels Financial – Mortgage Advice Bureau

Locations: Yeovil, Glastonbury, Somerset
Working pattern: Hybrid
Hours: Monday to Friday, 9:00am–5:30pm
Contract: Permanent, employed
Salary and commission: Discussed at interview

The Levels Financial, part of Mortgage Advice Bureau, is looking for two experienced Mortgage Advisers and one CeMAP-qualified trainee to join its growing team.

These are mortgage-only positions, allowing advisers to concentrate on providing high-quality mortgage advice.

Experienced advisers will work on a hybrid basis, supporting established estate agency partners across Yeovil, Glastonbury and Street.

This is a growth opportunity created following the addition of new introducer relationships and an increase in inbound enquiries from the company’s recently developed website.

Key responsibilities
*Providing suitable and compliant mortgage advice to new and existing customers
*Managing mortgage applications from the initial appointment through to completion
*Supporting estate agency branches and responding promptly to customer referrals
*Advising customers on purchases, remortgages, home moves and other residential mortgage requirements
*Developing business from inbound enquiries and the company’s existing client bank
*Building productive relationships with estate agency teams and other introducers
*Identifying customers with protection needs and referring them to the dedicated Protection Adviser
*Maintaining accurate customer, case and compliance records
*Managing an active pipeline and keeping customers informed throughout the process
*Liaising with lenders, administrators, estate agents and solicitors
*Delivering excellent customer service and generating repeat business and referrals
We would like to hear from candidates who:
*Hold CeMAP or an equivalent recognised mortgage qualification
*Have achieved Competent Adviser Status
*Have previous experience providing regulated mortgage advice
*Can manage mortgage cases confidently from initial enquiry to completion
*Have experience converting estate agency or other supplied leads
*Build strong relationships with customers and introducers
*Are organised, self-motivated and comfortable working on a hybrid basis
*Deliver consistently high standards of customer service and compliance
What we offer *A permanent, employed position
*Salary and commission package discussed at interview
*Approximately 25 supplied leads per month
*A reported lead conversion rate of approximately 40–50%
*Leads from established estate agency partners
*New business generated through the company website
*Access to an existing client bank
*Administrative support
*Hybrid working for experienced advisers
*Structured office-based support for the trainee adviser
*A 10% payment on referred protection business
*No clawback on the protection referral payment
*Monday-to-Friday working
*No weekend working
*Regular summer and Christmas social events
*Support from an established and growing brokerage

You will join a friendly team that values its culture and enjoys regular social events, while benefiting from weekday working and no weekend requirement.
#LI-SP1