About

About the RoleWe are seeking an experienced, motivated, and customer-focused Mortgage Advisor to join our growing team. In this role, you will guide clients through the entire mortgage journey — from initial enquiry to completion — ensuring they receive clear, compliant, and high-quality advice tailored to their needs. This is an excellent opportunity for advisers who are passionate about helping people secure the right mortgage and protection solutions while developing a strong career in financial services.Key ResponsibilitiesClient Advice & Relationship ManagementProvide expert mortgage and protection advice tailored to each client’s financial circumstances and goals.Conduct thorough fact-find assessments to understand client needs.Explain mortgage types, rates, protection products, and associated processes in a clear and accessible manner.Build long-term relationships with clients, estate agents, and other referral partners.Mortgage Process & ComplianceManage the full mortgage process — application, submission, and follow-through to completion.Ensure all recommendations follow regulatory requirements and internal compliance standards.Maintain accurate, up-to-date client records and documentation.Stay informed on current mortgage products, lending criteria, and market changes.Performance & Business DevelopmentWork proactively to convert leads into completed mortgage applications.Develop and maintain strong relationships with referral partners to maximise lead flow.Meet agreed performance targets for activity, compliance, and customer satisfaction.Identify additional opportunities for appropriate protection products and financial solutions.Skills & Experience Required