Mortgage Advisor / Mortgage Broker in Neath

An exciting opportunity has arisen for a Mortgage Advisor / Mortgage Broker to join a well-established, professional financial services firm operating across the UK, providing bespoke protection solutions to a diverse client base.

As a Mortgage Advisor / Mortgage Broker, you will provide tailored mortgage and protection advice while managing client cases from initial enquiry through to completion.

This full-time role offers hybrid working options, salary range of £25,000 - £35,000 and benefits.

You will be responsible for:

• Assessing clients’ financial circumstances, affordability and objectives to identify suitable mortgage and protection options.
• Researching products and lending criteria across a range of lenders.
• Completing client fact-finds and gathering the required supporting information.
• Preparing and submitting mortgage applications and supporting documentation.
• Managing cases throughout the application process through to completion.
• Maintaining regular contact with clients, lenders and relevant stakeholders.
• Providing clear and timely updates throughout each case.
• Ensuring advice and case management meet regulatory and internal compliance requirements.

What we are looking for:

• Approx.2 years of relevant mortgage experience.
• Background in Buy-to-Let, Portfolio Landlords and Professional Investors.
• CeMAP qualification, but candidates without it may be considered if they have relevant experience.
• Knowledge of affordability assessments, lending criteria and mortgage and protection products
• Understanding of the UK mortgage market, lender products and FCA regulatory requirements
• Ability to use CRM systems and digital tools for research, record keeping and client communication
• Experience within financial services would be preferred.

The candidates from the following background will be considered:

• Mortgage Broker, Mortgage Adviser, Mortgage Advisor, Mortgage & Protection Adviser, Mortgage Specialist, Mortgage Consultant, Mortgage & Protection Broker or in a similar role.

Apply now for this exceptional Mortgage Advisor / Mortgage Broker opportunity to work with a dynamic team and further enhance your career.

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