Day-to-Day Responsibilities

In this Mortgage Advisor position, your day centres on supporting clients through their homebuying journey using your industry knowledge and CeMap qualification.

You will conduct thorough fact-finding sessions, logging and managing customer data accurately while understanding each client’s circumstances and financial needs.

Your role involves matching clients with lenders that best fit their profile, which demands both keen product insight and excellent communication skills.

You’ll work together with lenders, insurers, and internal teams, staying on top of KPIs and targets while complying with regulatory requirements throughout the process.

Delivering first-rate customer service and ensuring clients are happy every step of the way are key priorities in this role.

Key Advantages

One of the most attractive aspects of this opportunity is the competitive base salary, ranging from £35,000 to £40,000 per year, plus a performance-based commission.

Employees also enjoy life assurance, group medical insurance, and hybrid working options, which elevate both financial security and work-life balance.

Potential Downsides

This position requires you to be CeMap qualified or actively studying for the qualification, which may limit access for some applicants.

With high expectations on meeting KPIs and strict compliance standards, the job can become pressurised, especially for those new to the industry.

Verdict

The Mortgage Advisor role stands out for strong compensation, career progression, and supportive corporate benefits. However, it’s best suited for those confident in regulated environments and ready for performance targets.