Financial Services

Mortgage Adviser

Ref: 3516| Posted: 3rd Aug 2021

Mortgage Consultant – Surrey Near Guildford – good basic and fantastic OTE plus benefits


Insure Recruitment are currently working with an entrepreneurial and innovative company who are going through a period of growth and are actively recruiting for experienced CeMap qualified Mortgage advisors to join their team.


The main personal of the role will be to advise and arrange on regulated and non-regulated BTL and residential mortgage contracts

Contacting clients and setting up appointments.

Gaining ‘know your client’ information.

Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims with regard to their mortgage requirements.

Analysing information and preparing plans best suited to individual clients’ requirements.

Researching information from various sources, including providers of mortgage/relevant financial products, including sourcing mortgage products using 27tech.

Advising clients on the home/property buying process

Designing financial strategies best suited to client’s needs.

Explaining about different types of mortgage.

Providing clients with information on new and existing products and services.

Issue suitability reports (regulated business only).

Provide clients with recommendations.

Assisting clients to make informed decisions.

Helping the customer complete the mortgage application.

Selling appropriate related financial products such as buildings insurance.

Liaising with mortgage/financial service providers.

Liaising with other professionals, such as estate agents, solicitors and valuers.

Meeting sales targets.

Follow up application process with the lenders through to completion.

Keeping up to date with new mortgage products and any changes in the law.

Maintaining detailed records to comply with the regulations of the Financial Conduct Authority (FCA).

Contacting clients with news of new mortgage products/financial products or changes to legislation regarding their mortgage/financial product.



- Through knowledge of regulated and non-regulated mortgages and related financial products.

- Knowledge of regulatory requirements for writing business.

- Keeping up to date with available mortgage products/relevant financial products and legislation.

- Continued professional development to ensure fully Competent and ensure full compliance with regulatory environment.

- Undertake regular training and testing to assess Competency and areas requiring further development.


Qualifications CeMAP Qualified


Office hours are Monday to Friday 8:30am to 5:30pm

On site parking

Excellent benefits package


Please apply to the role by submitting your most up to date CV. If your application is successful, we will be in touch within 2 working days of receiving your job application to discuss the opportunity in more detail.

Due to the overwhelming application response, should you not hear from us within 5 working days then please assume that your application has been unsuccessful.