Mortgage Advisor
Core
Guide customers through the first charge mortgage journey from enquiry to completion, ensuring regulatory compliance and tailored financial solutions.
Role type
1st Charge Mortgage Advisor (IC)
Builds
First charge mortgage products for UK customers
Domain
UK Financial Services / Mortgage Lending
Deliverable
client delivery
Required skills
CeMAP 1 qualification, UK mortgage market experience, FCA regulation knowledge, fact-finding, affordability assessments, pipeline management
Preferred skills
Fully CeMAP qualified, mortgage sourcing systems experience, multi-lender experience
Responsibilities
Conduct detailed fact-finds and affordability assessments; Recommend suitable first charge mortgage products; Package and submit applications to lenders; Liaise with underwriters, solicitors, and valuers; Maintain accurate customer records; Ensure compliance documentation standards; Meet KPIs for conversion and satisfaction.
Seniority
Individual Contributor