Mortgage Advisor

Mortgage Advisor Job Description Template

Our company is looking for a Mortgage Advisor to join our team.


  • Ensuring you comply with FCA regulations at all times;
  • Speaking with solicitors, valuers, Case managers and external underwriters to get cases through to completion;
  • Handling customer queries regarding mortgages on a day to day basis;
  • Provide exceptional levels of customer service and maintaining great client relationships;
  • Using online systems;
  • The main purpose of your role is to facilitate mortgages via phone & internet;
  • Working closely with the Estate Agency Branch Manager and staff;
  • Telephone-based advice servicing all of their in-house referrals;
  • This is an employed, telephone sales role;
  • Liaising with solicitors and estate agencies;
  • Recording documents;
  • Developing and maintaining relationships with key external stakeholders such as lenders;
  • Chasing up and monitoring potential client leads and ensuring sales targets are met;
  • Writing business;
  • Filing of documents.


  • CEMAP Qualification;
  • You must be a current Mortgage Adviser, holding full CeMAP and be able to evidence your previous earnings;
  • CeMap 1,2 & 3 ideal but not essential;
  • GCSE Maths and English grade C or above;
  • You must be comfortable and able to go self-employed and fund your initial months whilst building your pipeline;
  • Experience in whole of market would be preferable;
  • Realistic OTE £50,000 – £70,000;
  • Proven track record working in a sales target environment or managing a busy-workload with deadlines;
  • You must be a motivated individual and have desire to work in a fast-paced business;
  • Full training & support provided;
  • Highly motivated individual with a proven track record of success.