Embrace Financial Services
About the Role
We are seeking an experienced, motivated, and customer-focused Mortgage Advisor to join our growing team. In this role, you will guide clients through the entire mortgage journey — from initial enquiry to completion — ensuring they receive clear, compliant, and high-quality advice tailored to their needs. This is an excellent opportunity for advisers who are passionate about helping people secure the right mortgage and protection solutions while developing a strong career in financial services.
Key Responsibilities
Client Advice & Relationship Management
- Provide expert mortgage and protection advice tailored to each client’s financial circumstances and goals.
- Conduct thorough fact-find assessments to understand client needs.
- Explain mortgage types, rates, protection products, and associated processes in a clear and accessible manner.
- Build long-term relationships with clients, estate agents, and other referral partners.
Mortgage Process & Compliance
- Manage the full mortgage process — application, submission, and follow-through to completion.
- Ensure all recommendations follow regulatory requirements and internal compliance standards.
- Maintain accurate, up-to-date client records and documentation.
- Stay informed on current mortgage products, lending criteria, and market changes.
Performance & Business Development
- Work proactively to convert leads into completed mortgage applications.
- Develop and maintain strong relationships with referral partners to maximise lead flow.
- Meet agreed performance targets for activity, compliance, and customer satisfaction.
- Identify additional opportunities for appropriate protection products and financial solutions.
Skills & Experience Required
- CeMAP (or equivalent) qualification – essential.
- Proven experience as a Mortgage Advisor or Mortgage & Protection Advisor.
- Strong understanding of mortgage products, underwriting processes, and lender criteria.
- Excellent communication and rapport-building skills.
- Ability to work independently and manage a busy pipeline of clients.
- High level of professionalism, customer focus, and attention to detail.
What We Offer
- Competitive commission structure and generous earning potential.
- High-quality, consistent lead sources.
- Full administrative and compliance support.
- Opportunities for progression, development, and additional qualifications.
- Office-based, Hybrid or self-employed models available depending on location and business structure.
- A supportive, collaborative working culture with strong operational backing.
Ideal Candidate Profile
We’re looking for someone who is:
- Confident in giving regulated mortgage and protection advice.
- Highly driven, proactive, and thrives in a sales-through-service environment.
- Able to build trust quickly with clients and partners.
- Organised and capable of managing multiple cases at varying stages.
- Motivated for both customer outcomes and commercial success
To apply for this job please visit www.reed.co.uk.
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