Mortgage Adviser

This is an exciting opportunity to join a fast-growing, forward-thinking wealth management firm that’s redefining how financial advice is delivered.

They believe advice should feel personal, purposeful, and deeply human, and that technology should make that easier, not harder. Here, you’ll be supported by brilliant tech and a great team of administrators, freeing you up to do what you do best: build trusted relationships and deliver great outcomes for clients. Mortgage advice to clients is free.

Although well established and very well known, this company has a startup mentality and is looking for growth and development. Their social scene is great, as well as access to the gym, there are breakfasts, drinks after work, a book club and outdoor activities. For example, half the company are off on a ski trip in 2026, part subsidised by the company. This really is a great place to work!

It’s serious work, delivered by people who don’t take themselves too seriously.  This company takes hiring seriously – because they want this to be a great fit for the long term.

What you’ll be doing

Your business will be from existing mortgage customers of this wealth management business, as well as built by your referral, referred clients from the company’s Financial Planner Team and from their corporate clients

As you will have abundant support from your mortgage administrators who will complete your mortgage applications for you, you will have the time to see more clients. Expect around 5 client video meetings a day, for which you’ll do the research and prepare suitability reports. You will answer client queries and make any necessary referrals to the financial planners.

Most mortgage advisers work two to three days from home and two days in the London office, blending flexibility with team connection.

• Delivering high-quality, compliant, whole-of-market mortgage and protection advice tailored to each client’s unique needs. Your guidance will empower clients to make informed decisions with confidence
• Leading virtual meetings to understand clients’ individual goals and circumstances. Recommending personalised mortgage solutions while ensuring an exceptional end-to-end client experience, nurturing trust and long-lasting relationships
• Working closely with the Mortgage Support Team to ensure a seamless process for client applications, providing clarity, support, and efficiency every step of the way
• Building and maintaining strong relationships with key referrers, keeping communication clear and consistent. Identifying new opportunities to grow referral networks and contributing to the wider business strategy
• Playing an active role in shaping the direction and success of the mortgage and protection offering, supporting the business as it continues to expand and evolve

What they’re looking for

They’re not hiring just any mortgage adviser but are looking for someone experienced, who’s excited by growth – both personal and professional. Someone who wants to work with great clients and build their relationships within a modern, high-performing environment.

You’ll thrive if you: 

• Are driven, entrepreneurial, and curious, with the energy to make things happen
• Love nurturing leads and turning introductions into lasting relationships
• Care deeply about clients and want to deliver advice that genuinely improves lives
• Are comfortable using technology to streamline and elevate the client experience
• Enjoy being part of a close, high-energy team that celebrates success and supports each other

You’ll need

• A recognised UK mortgage advice qualification (such as CeMAP or the Certificate in Mortgage Advice
• Strong experience within mortgage advice, backed by a proven ability to deliver consistently positive customer outcomes in a fast-paced, high-volume environment
• A good understanding of mortgage products, regulatory expectations, and evolving industry trends – with the curiosity to keep learning as the market shifts
• Confidence in talking on video, engaging audiences online, and building relationships that support genuine business development
• Sharp analytical thinking paired with clear, grounded decision-making – the kind that brings reassurance to both colleagues and clients
• Excellent communication and interpersonal skills, with a natural ability to put people at ease and explain complex information simply
• A results-focused mindset, always aiming for high standards, exceptional client service, and operational excellence

What’s in it for you

• Hybrid working – typically 2 days in the London office and the rest from home
• Competitive basic salary + discretionary bonus based on achievements and compliance
• Private medical, pension, income protection, death in service
• Learning and exam support– plus budget for continuous development
• A gym in the office building with showers
• A genuinely collaborative, purpose-driven culture where people enjoy working and socialising together

What the team say

If you’re a mortgage adviser who wants to do things differently – to really be part of building a business and to work somewhere that’s genuinely transforming the mortgage advice experience for clients, we’d love to hear from you.