Job Description
office-based / hybrid flexibility
Qualifications: CeMAP (essential)
Are you a qualified Mortgage Adviser looking to join a respected and growing wealth management firm with an excellent client reputation? This is a fantastic opportunity to work within a supportive, professional environment where you’ll have access to high-quality leads, holistic financial planning support, and long-term career progression.
About the Firm:
Our client is an established, forward-thinking wealth management practice based near Hitchin, offering a full suite of financial advice including investments, pensions, protection, and mortgages. The firm prides itself on delivering a truly client-centric service, with a strong emphasis on integrity, professionalism, and personal development.
The Role:
As a Mortgage Adviser, you will:
- Provide high-quality, compliant mortgage and protection advice to both new and existing clients.
- Work closely with the firm’s financial advisers and paraplanners to offer clients a seamless, holistic advice experience.
- Manage client relationships throughout the mortgage process, from initial consultation to completion.
- Keep up to date with mortgage market changes and lender criteria.
- Ensure all recommendations meet FCA standards and internal compliance requirements.
About You:
- CeMAP qualified (essential).
- Proven experience as a Mortgage Adviser or Mortgage & Protection Adviser.
- Strong understanding of mortgage products, lender requirements, and protection options.
- Excellent communication and relationship-building skills.
- Organised, proactive, and client-focused with high attention to detail.
- Ideally experienced working within a financial planning or wealth management environment.
What’s on Offer:
- Competitive salary and bonus structure.
- Supportive, professional environment with a collaborative culture.
- High-quality leads from the firm’s existing client base.
- Opportunities for further qualifications and career progression within wealth management.
- Office-based role with potential for hybrid working after probation.
If you’re looking to take the next step in your career within a firm that values both professionalism and personal growth, please contact Sam at Financial Divisions