Mortgage Advisor

About the Role

Our client is seeking a motivated and customer-focused Mortgage Advisor to join their thriving team in Liverpool . This role involves guiding clients through the mortgage application process, from initial consultation to completion, ensuring they find the most suitable financial products. You will build strong relationships with clients, understand their financial goals, and provide expert advice on a range of mortgage and protection options. This is an excellent opportunity for an individual passionate about helping people achieve their homeownership dreams within the vibrant Merseyside property market, offering a blend of office and remote working.

Key Responsibilities

• Conduct detailed fact-finding with clients to understand their financial situation and borrowing needs.
• Advise clients on suitable mortgage products and associated protection policies.
• Research and compare mortgage deals from various lenders to find the best fit.
• Assist clients in completing mortgage applications accurately and efficiently.
• Liaise with lenders, solicitors, and estate agents to ensure smooth transaction progression.
• Maintain up-to-date knowledge of the mortgage market and regulatory requirements.

Requirements

• CeMAP qualification (or equivalent) is essential.
• Proven experience as a Mortgage Advisor or in a similar financial advisory role.
• In-depth knowledge of the mortgage and protection markets.
• Excellent communication, interpersonal, and sales skills.
• Strong customer service ethos and commitment to ethical conduct.
• Ability to work effectively both independently and as part of a team.

Benefits

• Competitive base salary with uncapped commission structure.
• Hybrid working model, combining office-based work in Liverpool with remote flexibility.
• Opportunities for career progression within a growing financial services firm.
• Comprehensive training and ongoing professional development.
• Pension scheme and employee assistance program.