Mortgage Adviser


We have a vacancy for a full-time Mortgage Adviser to join our Financial Services team to competently provide mortgage and protection financial advice to clients within regulatory rules and guidance:

Job Role: Mortgage Adviser
Department: Financial Services
Location: Chester
Term: Permanent, Full-time
Experience: 24 Months
Salary: DOE up to £23,000 + benefits

Your responsibilities will include:

  • Keep up to date with new product, technical or legislative changes within the mortgage and protection marketplace
  • Comply at all times with the Compliance and Training and Competence Procedures of the firm
  • Comply at all times with the requirements of the FCA including the Senior Managers and Certification rules
  • Identify and contact potential clients. Gather sufficient client information and identify client needs
  • Analyse information gathered and undertake sufficient research to make suitable recommendations
  • Complete all supporting documentation in an accurate manner
  • Attain and maintain competent status as defined by the Regulator and the firm
  • Maintain performance standards in accordance with those outlined in the Key Performance Indicators section of the Training and Competence procedures
  • Via self- assessment and feedback, identify Continuing Professional Development (CPD) needs to maintain and enhance Competent status and undertake appropriate activity to meet those needs
  • This role has been identified as being a role which includes minimum knowledge requirements falling under the IDD rules. A minimum of 15 hours per annum of CPD activity must be recorded to evidence competence in all of the IDD areas as shown below that are appropriate for the adviser
  • Recognise, respect and honour client confidentiality at all times


You will need a professional and positive attitude, strong interpersonal and organisational skills and the ability to work as part of a team, together with the following skills:

  • Ability to interpret data and to analyse where existing procedures and practices can be improved
  • Excellent standard of written & verbal communication
  • Ability to empathise and build strong business relationships with our clients other staff and strategic partners
  • Possess the ability to work using your own initiative, the preferred candidate must have a can-do attitude, possess the ability to search out solutions
  • Ability to manage own time, workload and ensure that all contractual obligations are met with partner firms; and
  • Good computer knowledge and skills, must be comfortable with Microsoft Word and Excel


You will need minimum of 24 months experience in a similar role along with the following qualifications:

  • Mortgage Advice qualification
  • Level 3 Mortgage qualification
  • Financial Planning qualification


  • Level 3 Equity Release qualification
  • Level 1 Home Reversion qualification


If you wish to be considered for the role of Mortgage Adviser , please forward your CV and covering letter to

Please note we are not accepting applications from recruitment agencies.