Mortgage Advisor

Page Personnel Finance
Eastleigh, UK
Closing date
30 Sep 2020

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Contract Type
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My client is going through a period of growth and looking to expand their services meaning they are currently recruiting for a Mortgage Advisor.

Client Details

My client works closely with some of the local estate agents to provide mortgage advice.


As the Mortgage Advisor you will be responsible for:
  • Conducting offer checks for the estate agents. Identify and record how the client is funding the purchase. Record the mortgage they are using and attempt to win their business
  • Assist clients in finding and applying for the right mortgage for them
  • At the mortgage meeting, explain Protection and book in an appointment.
  • Provide mortgage protection advice to new and existing clients, obtaining the most suitable solution to the differing client needs.
  • Identify other financial opportunities, i.e. pensions, investments for referral to other advisers.
  • Work closely with the Estate Agents to generate as many business opportunities as possible.
  • To be responsible for conducting initial meetings with prospective clients both face to face and via the telephone.
  • Take an active interest in assisting administration to process mortgage and life applications to completion and fee payment.
  • Obtain and maintain suitable submission grades on 80% of checked business.
  • Report weekly to Business Manager at Advisers meeting.
  • Provide a weekly report on activity and projects.
  • Achieve monthly target.
  • Adhere to working practice of a compliant environment.
  • Keep qualifications up to date.


In order to be considered for the role you will:
  • Be confident in identifying leads and be skilled in making an appointment for these leads to convert to sales
  • Be confident and efficient in gathering information about client's financial circumstances to enable appropriate advice to be given.
  • To be proactive and enthusiastic in your approach and remain focused in maintaining customer relationships
  • To be qualified to give up to date Mortgage Advice
  • Have good written and verbal communication skills

Job Offer

The chance to work in a varied role with the opportunity to work from home initially.
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