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Mortgage Advisor

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Mortgage Advisor

  • Location:


  • Sector:

    Financial Services & Insurance

  • Job type:


  • Salary:

    Salary – DOE + bonus scheme (quarterly)

  • Contact:

    St David Recruitment Services

  • Contact email:

  • Contact phone:


  • Job ref:


  • Published:

    20 days ago

  • Expiry date:


Mortgage Advisor
Risca (Office based)
Salary – DOE + bonus scheme (quarterly)
Full Time – 9am – 5pm Monday to Friday

Our client is looking for an experience Mortgage Advisor to join their team on permanent basis.

•CeMAP or equivalent
•A wealth of experience in the mortgage industry
•Strong analytical and problem-solving skills
•Excellent communication and customer service skills
•Highly organised

•Attend networking events and establish relationships with Professional Connections to grow a client bank.
•Identify and contact potential clients. Gather sufficient client information and identify client needs.
•Analyse information gathered and undertake sufficient research to make suitable mortgage recommendations.
•Complete all supporting documentation in an accurate manner.
•Attain and maintain competent adviser status as defined by FCA and our client’s firm.
•Maintain performance standards in accordance with those outlined in the Key Performance Indicators section of the Training and Competence procedures.
•Undertake work in respect of Mortgage Capacity Assessments.
•Generate new business leads.
•Keep up-to-date with mortgage deals, products, technical or legislative changes within the marketplace.
•Comply at all times with the Compliance and Training and Competence Procedures of our client’s firm.
•Comply at all times with the requirements of the Financial Services and Markets Act 2000, and the FCA Principles, Rules and the Conduct Rules.
•Adhere to the cross-cutting rules and act in the spirit of the Consumer Duty to support the achievement of good Consumer Outcomes.

If this Mortgage Advisor position is of interest, please send your CV to us today.