Mortgage Advisor – London / Hybrid – Up to £40,000 + Bonus + Benefits
We're currently working with a dynamic and client focused mortgage and financial planning firm based in London who are looking to add a Mortgage Advisor to their growing team.
This is a fantastic opportunity for someone with a couple of years’ experience looking to join a modern, forward-thinking business that offers excellent progression and support.
The Opportunity
You’ll be responsible for delivering expert advice across a range of mortgage and protection products, working closely with clients to understand their needs and helping them secure the right solutions. The firm places a real emphasis on quality advice and long-term client relationships, so this role would suit someone who shares those values.
You’ll also have access to a strong flow of leads and be supported by an experienced administrative team, allowing you to focus on doing what you do best — advising.
Key Responsibilities
- Provide high-quality, compliant advice on mortgages and related protection products
- Work with new and existing clients to understand their financial goals
- Research and recommend suitable products using tools such as Twenty7Tec
- Manage the mortgage process from enquiry through to completion
- Keep systems and client records up to date
- Build long-term relationships and generate referrals
What We're Looking For
- CeMAP qualified (or equivalent)
- 2–3 years’ experience as a Mortgage Advisor
- Able to advise on life insurance and protection products
- Strong interpersonal and communication skills
- Organised, detail-oriented and proactive
- Experience with CRM systems like 360 and Twenty7Tec is a plus
What’s on Offer
- Salary: £30,000–£40,000 (depending on experience)
- Bonus on validation
- Hybrid working – flexible model with London office base
- Holiday allowance + pension + death in service cover
- Career development opportunities and study support
If you’re an ambitious Mortgage Advisor looking to join a supportive and growing team, please apply.
Sector:
- Financial Services
- Financial Planning
