Secured Mortgage Advisor
Key Responsibilities for the Secured Mortgage Advisor
Providing expert, compliant advice on second charge mortgage products.
Engaging with a steady flow of warm, inbound leads generated in-house.
Conducting thorough fact finds and suitability assessments to ensure best outcomes.
Managing the full client journey, from initial enquiry to completion.
Maintaining accurate case records using bespoke CRM and workflow systems.
Delivering consistent, professional service that aligns with regulatory standards.Duties for the Secured Mortgage Advisor
Qualified Leads: A consistent stream of high-quality, inbound enquiries – exclusive and not shared.
Strong Commission Structure: Market-leading commissions, paid on gross billing revenue (not net of introducer splits).
Technology & Infrastructure: Bespoke CRM, quoting tools, digital document portal, and case management workflows.
Earnings Potential: Average gross annual billings of £200k–£250k; top brokers exceed £500k.
Support & Training: In-house marketing, compliance guidance, and operational support to help you maximise performance.Experience for the Secured Mortgage Advisor
CeMAP-qualified (or equivalent) with proven experience in Second Charge Mortgage advice.
Skilled in engaging B2C customers directly and building long-term relationships.
Confident in providing compliant, consultative advice tailored to customer needs.
Motivated by high-quality lead flow and an uncapped earnings structure.
Professional, consistent, and outcome-focused.Package forSecured Mortgage Advisor
Base Salary: £35,000 – £40,000 (dependent on experience).
Commission: Market-leading, gross-based structure. OTE £80,000
Extras: Travel allowance, flexible working after onboarding, and additional holiday with length of service.
25 Days Holiday plus 8 bank holiday
Socialable team and lots of events
Office-based in Moorgate - will be flexible around early finish or working from home when needed but it's not a regular thing or something they'll offer in the contract.
For more information please click apply with your most up to date CV. JL_FIN
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