Mortgage Advisor

Job Type:
Industry Sector:
Financial Services/Banking Jobs
Industry Sub Sector:
£30, 000 - £39, 999
South East
Executive Careers Ltd
Job Ref:

Mortgage Advisor

Base Salary £30.000 - £35,000 (OTE £60,000 but unlimited)

Purpose of the role

• To provide an excellent mortgage and protection advice service to customers
• Meet and exceed all KPI’s including
• Customer contact
• Customer satisfaction
• Compliance
• Conversion
• To ensure the business written is compliant with all regulatory and legal obligations
• To provide excellent mortgage advice and meet customer protection needs
• To have a flexible approach to working hours in order to meet customer and business needs
• To encourage customers to leave Trustpilot feedback on service provided
• To represent the brand in a positive and professional way both internally and externally
• To maintain continuous professional development requirements
• To keep up to date with lender criteria and maintain a positive relationship
• To generate revenue for the business in a compliant manner
• Ensure that all activities and processes are compliant with FCA (including TCF), DMD, CCA and all other relevant legislative regulations

Planning & Flexibility

• Be a self-starter, organise and structure time and priorities to meet the business and customer needs
• Formulate and implement plans to deliver the highest standard of service to customers
• Make yourself available to work outside normal office hours in order to meet the demands of the consumer


• Constantly challenge the status Quo
• Avoid developing ‘me to’ solutions, think ‘outside the box’
• Break down barriers and don’t be afraid to do things differently and innovatively provided compliance and regulatory obligations


• Maintain the highest level of professionalism
• Meet and exceed sales expectations
• Proactively approach customers to ensure their needs are met throughout the buying process


• Help maintain a culture which supports the business, including fostering best practice, strong team spirit, customer focus and an environment of sharing knowledge
• Operate within a culture of one
• Be prepared to support operational requirements, supporting colleagues in a pragmatic and enthusiastic way


• Adherence to all regulatory requirements, for example the FCA's rules and principles, Data Protection Act and Money Laundering regulations.
• Maintain awareness of the business’s policies and procedures, as well as the regulation relevant to your role.
• Consistently demonstrate your understanding of how the principle of TCF impacts your role, and they are embedded in your activity

Contact Details:
Executive Careers Ltd
Tel: 01252 377177
Contact: Harvey Hills

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