Mortgage Advisor

apartmentKey Mortgage Advice Ltd placePreston calendar_month 

Join Our Team as a Qualified Mortgage Advisor at Key Mortgage Advice!

Both part time & full time positions available in our 2 branches in Preston & Southport, due to successful expansion.

Are you an experienced Mortgage Advisor looking to take the next step in your career with a reputable, thriving firm? Key Mortgage Advice, one of the North West's leading mortgage brokers, is seeking a skilled professional to join our Southport office.

Why Choose Key Mortgage Advice?

With over 24 years of excellence, we pride ourselves on delivering outstanding service to our clients across Merseyside, Lancashire & across the UK. Our collaborative team culture, commitment to client success, and industry expertise make us the go-to mortgage broker in the region.

The Opportunity

As a Mortgage Advisor, you’ll play a pivotal role in guiding clients through the mortgage process, delivering tailored advice and exceptional service. This full-time role is primarily office-based at our Southport location, with the flexibility to work remotely occasionally.

Your typical schedule will be Monday to Friday, 9 am to 5 pm, with occasional late-night clinics.

Compensation & Benefits:

Basic Salary: £30,000–£40,000 (based on experience)
On-Target Earnings (OTE): Up to £87000, based on just 3 appointments per day
Holiday: 6 weeks plus an additional discretionary week off over Christmas

Bonuses & Perks:

Quarterly performance bonuses
Commission opportunities
Company pension scheme
Employee discounts
Training and development support
Employee mentoring programme
Flexitime

Work from home options on occasion

What We’re Looking For

We’re seeking a motivated, detail-oriented professional with a passion for client success. Our ideal candidate is:

Qualified: CeMAP Level 3 (or equivalent)
Experienced: At least 1 year in mortgage advising and a solid understanding of FCA rules and requirements
A Strong Communicator: Excellent verbal and written communication skills

Proactive: A team player with a can-do attitude and the ability to adapt to changing priorities

Your Skills & Expertise

Strong interpersonal and rapport-building abilities
High attention to detail with exceptional organisational skills
Proficiency in computer systems, telephony, and online platforms
Solid knowledge of mortgage applications, completion processes, and financial services
Empathy and professionalism in dealing with clients' diverse needs

Your Role & Responsibilities

Deliver tailored mortgage advice while adhering to FCA regulations and company policies
Build lasting relationships with clients, lenders, and introducers
Complete accurate documentation and maintain comprehensive client records
Stay up-to-date with market trends, products, and regulatory changes
Meet monthly targets with a focus on delivering excellent customer service

Collaborate with our team to uphold our high standards of professionalism and integrity

How to Apply

If you're ready to bring your expertise to a trusted name in mortgage advising and help clients achieve their dreams, we’d love to hear from you!

We’re excited to welcome a driven, skilled professional to our Southport team. Join us and make a difference in the lives of our clients while building a rewarding career in a supportive and dynamic environment.

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