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Mortgage Adviser

  • Location:

    Poole, Dorset

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    £22000 - £25000 per annum

  • Contact:


  • Contact email:

  • Job ref:


  • Published:

    5 months ago

  • Expiry date:


  • Startdate:


Job Description

Mortgage Adviser (£22K - £25K)


Brook Street are proud to be partnering with a well established Financial company bases in Dorset.

My client is looking for a Qualified Mortgage Advisor who is outgoing, driven and professional person with good people skills. The Perfect candidate must be able to provide customers with a full advice and recommendation for mortgages, protection and general insurance in accordance with company and FCA guidelines whilst maintaining excellent customer satisfaction.

Key Responsibilities:

  • Sources lead opportunities and contacts prospective clients
  • Assesses through active listening, the true needs and requirements of clients for mortgage, protection and general insurance
  • Provides compliant, quality, consultative advice on mortgage, protection and general insurance through assessing client needs
  • Presents tailor made client recommendations in a compliant, clear and concise manner
  • Accurately completes mortgage related documentation in line with lenders and FCA policies and processes
  • Has an expert knowledge of the lending and protection market
  • Keeps up to date with changes to legislation relevant to the financial sector
  • Maintains accurate and relevant customer details
  • Identifies new business opportunities
  • Processes confidential information providing a compliant audit trail
  • Liaises with Lender/Insurance support staff
  • Attends team and Lender meetings as required
  • Actively participates in performance review meetings and training as required
  • Promotes Elite Financial services to existing and potential clients and proactively provide referrals to specialist colleagues
  • Has a thorough understanding of compliance processes and procedures
  • Delivers consistent excellent customer service and achievement of individual objectives and targets


  • Proficient in Microsoft Office
  • Excellent interpersonal skills with the ability to interact with a wide variety of clients
  • Good communication skills, both verbal and written
  • Excellent listening skills
  • Ability to develop strong relationships with both internal and external stakeholders
  • Strong commitment to customer service
  • Exceptional organisation skills
  • Professional telephone manner
  • Good numeracy skills
  • Ability to perform under pressure
  • Ability to prioritise effectively
  • Excellent decision making skills
  • Excellent customer care skills
  • Ability to analyse data
  • Ability to maintain strict confidentiality
  • Good understanding of compliance issues
  • Ability to conduct research for appropriate providers
  • Comprehensive knowledge of regulated mortgage, protection and general insurance products
  • Ability of explain complex information clearly and simply
  • Drive and motivation to meet and exceed targets
  • Ability to work on own initiative as well as part of a team
  • Exceptional attention to detail
  • Excellent time management skills
  • Excellent and accurate data entry skills
  • Positive attitude, reliable and dependable

For more information please contact Billy or the Brook Street team on 02380 224139 or apply to send your CV


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