Job details.
Published: about less than a minute ago
Job Title: Mortgage Adviser
Location: London (Flexible Working: 2-3 days in the office)
Salary: to £45,000 + 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 4+ 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)
- 4+ 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
Desirable (But Not Essential)
- Qualification to give protection advice (e.g. Certificate in Protection, R05 Protection Advice)
- Experience in a scale-up business environment (0-100 employees)
- Experience using Salesforce
- Experience working in a FinTech company
What We Offer
- Competitive salary up to £45,000 + 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
Job Title: Mortgage Adviser
Location: London (Flexible Working: 2-3 days in the office)
Salary: to £45,000 + 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 4+ 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)
- 4+ 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
Desirable (But Not Essential)
- Qualification to give protection advice (e.g. Certificate in Protection, R05 Protection Advice)
- Experience in a scale-up business environment (0-100 employees)
- Experience using Salesforce
- Experience working in a FinTech company
What We Offer
- Competitive salary up to £45,000 + 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
Sector:
- Financial Services
- Financial Planning
