Mortgage Advisor

Job Description:

We are looking for a Mortgage Advisor to join us at Oaktree Mortgages – a long-established, family run firm dedicated to helping individuals and families secure their financial future through expert advice and protection solutions. Along with a salary of £30,000 per annum, we offer a commission scheme (OTE £50,000), 28 days holiday per year, access to an existing client bank, ongoing training and development, plus home or office working options. 

As Mortgage Advisor, your responsibilities will include:

• Providing expert advice to clients.
• Conducting thorough market research to identify competitive products.
• Preparing and presenting applications to lenders on behalf of clients.
• Advising clients on a range of protection options, including life insurance, critical illness cover, and income protection.
• Maintaining an up-to-date knowledge of mortgage regulations and compliance requirements.
• Building and maintaining strong relationships with clients, lenders, and our introducer base.
• Assisting clients in gathering necessary documentation for mortgage applications.
• Providing exceptional customer service throughout the process, addressing any queries or concerns promptly.
• Staying informed about industry trends and changes that may affect the market.

We’re looking for a Mortgage Advisor with:

• Previous experience in the same, or a similar role.
• CAS status.
• CeMAP Qualification (or equivalent).
• Strong understanding of mortgage and protection products.
• Excellent communication and customer service skills.
• Self-motivated and target driven.
• Ability to work independently as well as part of a team.
• A passion for helping clients achieve their homeownership and financial goals.

If you’re a driven and customer-focused professional looking to make a difference in the industry, we’d love to hear from you! 

To apply for this role as Mortgage Advisor, please click apply online and upload an updated copy of your CV.