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Mortgage Advisor

Our national financial planning client, with offices throughout the UK, now seek to hire an experienced and successful Mortgage Advisor for their Surrey offices.

Our client provides expert, independent advice across pensions, investments and mortgages.

This is a stand out opportunity for an accomplished Mortgage Advisor who can demonstrate a track record in offering independent mortgage advice.

As a Mortgage Adviser, you will be responsible for delivering the highest quality mortgage advice to both new and existing clients and delivering a first class client experience.

Key Responsibilities

  • Provide regulated mortgage and protection advice in line with FCA requirements.
  • Build strong relationships with clients, understanding their needs and recommending suitable solutions.
  • Maintain up-to-date knowledge of mortgage products, lender criteria and protection offerings.
  • Work with the in-house administration team to ensure applications are submitted accurately and efficiently.
  • Proactively manage your client pipeline
  • The majority of clients will be referrals from the wealth side of the businesses and direct client enquiries.
  • Ensure full compliance with company processes, including file quality and documentation.
  • Deliver a high level of service to ensure excellent client outcomes and long-term relationships.

Skills & Experience

  • CeMAP or equivalent qualified is essential.
  • At least 2 years’ experience as a Mortgage & Protection Adviser.
  • Client-focused approach with excellent interpersonal and communication skills.
  • Ability to manage workload effectively and work to deadlines.
  • Strong organisational skills with attention to detail.
  • Commercially minded with the ability to identify and maximise business opportunities.

What’s on Offer

  • Employed basic salary and bonuses
  • Consistent, quality in-house leads/referrals, existing clients
  • Supportive admin infrastructure with dedicated mortgage support staff
  • Professional development opportunities
  • Collaborative, team-focused culture

Our client is looking to hire a high calibre, mortgage advising professional with a proven track record in the industry.

In return, you’ll be joining one of the largest Financial Planning names in the UK with an enviable reputation.

Please apply to us here at Recruit Wealth for an immediate response.


Location: Thames Ditton, Surrey | Salary: £35000 - £60000 per year | Job type: Permanent | Posted: 16/10/2025

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