Mortgage Advisor

About the Role

Our client is seeking a dedicated and customer-focused Mortgage Advisor to join their thriving branch in Cardiff . This role is pivotal in guiding clients through the mortgage application process, helping them secure the best financing solutions for their property goals. As this is an office-based position, you will work closely with a supportive team, leveraging your expertise to build client trust and deliver exceptional service. This is a fantastic opportunity to build a rewarding career in the banking and finance sector, serving the local community in Cardiff .

Key Responsibilities

• Conduct thorough financial assessments to understand client needs and eligibility for various mortgage products.
• Advise clients on the most suitable mortgage options, explaining complex terms and conditions clearly.
• Assist clients in completing mortgage applications accurately and efficiently, gathering all necessary documentation.
• Liaise with lenders, solicitors, and other parties to ensure a smooth and timely completion of mortgage agreements.
• Stay up-to-date with market trends, new products, and regulatory changes affecting the mortgage industry.
• Build and maintain strong relationships with clients, providing ongoing support and advice.

Requirements

• Proven experience as a Mortgage Advisor or in a similar financial advisory role.
• Relevant qualifications such as CeMAP or equivalent are essential.
• In-depth knowledge of the mortgage market, lending criteria, and financial regulations.
• Excellent communication, negotiation, and interpersonal skills.
• Strong attention to detail and ability to manage multiple applications simultaneously.
• A proactive and client-centric approach to service delivery.

Benefits

• Competitive base salary with an attractive commission structure.
• Comprehensive training and ongoing professional development.
• Opportunity to work within a respected financial institution in Cardiff .
• Generous annual leave allowance.
• Pension scheme and life insurance benefits.
• A structured and supportive team environment.