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Mortgage Advisor

Posted 6 April by Page Personnel Secretarial & Business Support Easy Apply Ended

An exciting opportunity for a Mortgage Advisor to join a leading financial services business, based in Wilmslow. You will be responsible for providing mortgage and related product advice to existing and new customers.

Client Details

Our client, based in Wilmslow, is a leading FTSE 250 banking business. They provide a range of financial services to both business and commercial customers and are looking for a Mortgage Advisor to join their growing team.


Duties of the Mortgage Advisor role include:

  • Generate telephone appointment activity in order to achieve retention and new business goals.

  • Work with Inter-Group departments to establish lead opportunities
  • rack potential customers and follow up enquiries.
  • Complete detailed and accurate fact finds with customers
  • Generate leads to partners e.g. F2P General Insurance
  • Understand and embrace the principals of Treating Customers Fairly (TCF) at all times.
  • Maintain and adhere to the Senior Managers Regime
  • Utilising appropriate systems, guide existing customers through a Non Advice process for the sale of retention products.
  • Utilising appropriate systems, tools and skills identify and meet new customer's mortgage needs through providing suitable advice.
  • Complete all relevant sales and administrative processes in accordance with the sales process and regulatory regimes, delivering an excellence of customer experience
  • Identify additional product opportunities and
  • within own product expertise and authorisation, meet customer needs through providing suitable advice or provide 'hand off' to other Group departments or partner providers.


The ideal candidate will be/have:

  • Previous experience in a Mortgage Advisory capacity
  • Excellent telephone manner
  • Driven, self-motivated and enthusiastic
  • Computer literate with an ability to work common IT platforms
  • Team player
  • Excellent relationship builder
  • Ability to deliver in a fast paced environment
  • Driven, self-motivated and enthusiastic

Job Offer

The salary on offer is £25k - £27k per annum + competitive commission structure

Working hours 09:00 - 17:00/ 11:00 - 19:00

Required skills

  • "customer service" "mortgage advisor"

Reference: 34848734

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