Mortgage Advisor

Age Partnership
£24000 - £30000/annum
15 Jun 2017
15 Jul 2017
Contract Type
Full Time
Mortgage Advisor 

Not your typical financial services firm… 

Established in 2004, Age Partnership has held true to its pledge to improve the markets in which they operate for the benefit of customers. They do this by delivering world-class customer experiences, continually innovating and embracing digital technology to make dealing with the company both efficient and engaging. 

At Age Partnership, they accept nothing other than being the best at what they do, and this objective is reinforced by an environment in which colleagues are encourage to engage, to learn and to flourish. Significant in-house training and development facilities and empowerment of colleagues are just a couple of components that have helped this culture to thrive. 

As a growing and respected brand that has been built on a foundation of customer advocacy, technical knowledge and significant marketing capabilities, Age Partnership is working towards becoming a household name that is synonymous with excellence. At the same time, they strive to leave a positive footprint; being good to their business partners, their community and their planet. 

Position: Mortgage Advisor 
Location: Leeds, LS15 
Job Type: Full Time, Permanent 
Salary: £24K + commission, OTE £30K circa + generous benefits package! 

About the role: 

You will provide an advised service to all new and existing customers with a whole of market search, over 90 UK lenders offering a variety of mortgage & second charge products. It is a fast paced but fulfilling role taking numerous calls on a daily basis and converting those enquiries to advised mortgage sales. 


- Establishing contact with potential clients and providing Mortgage advice in line with each individual`s objectives and circumstances 
- Providing clients with comprehensive recommendation packs, including KFIs and in line with the company`s best practice 
- Proactive contact with clients, making best use of the leads available at all times 
- Meeting sales targets and promoting Age Partnership 
- Cooperating with the Compliance Manager to develop a compliant approach to commercial activity 
- Ensuring that records are kept appropriately in line with the company`s record keeping and file quality requirements 
- Contacting clients upon receipt of Mortgage offer and communicating the outcome of property valuations where determined by the company`s designated sales process 
- Adhering at all times to the principles of "treating customers fairly" 
- Developing appropriate relationships with lenders 
- Ensuring that competence to provide advice is maintained and a programme of CPD is undertaken and documented 

About you: 

- Significant experience in Mortgage Advising 
- The ability to work on individual initiative whilst fitting in to a vibrant and enthusiastic team environment 
- Evidence of sustained sales success and compliant practice 
- Excellent written and verbal communication skills 
- The ability to manage time efficiently 
- A caring and empathetic approach 


- Experience of telephone-based mortgage advice 
- Financial services qualifications 
- Certificate in Mortgage Advice (or equivalent) or Certificate in Mortgage Advice and Practice (CeMAP) 

You may have experience of the following: Mortgage Advisor, Equity Release Advisor, Financial Services, Sales, CeMAP, CeRER, Mortgage Specialist, Mortgage Consultant, New Business, Lead Generation, Retirement Solutions, Sales Advisor, Financial Services Sales Executive, etc. 

This vacancy is being advertised by EasyWeb Recruitment, the UK`s leading Online Recruitment Agency. The services advertised by EasyWeb Recruitment are those of an employment agency. No terminology in this advert is intended to discriminate on the grounds of gender, race, disability, age, sexual orientation, religion, or belief, and we confirm that we will gladly accept all applications