Mortgage Advisor - CER Financial - #2152881

eFinancialCareers


Date: 2 weeks ago
City: London
Contract type: Full time
eFinancialCareers

Mortgage Advisor

City of London

Permanent

£40,000 - £60,000

cer Financial are working alongside an international bank, who are based in the City of London. They are seeking a Mortgage Advisor to work with them on a permanent basis.

The responsibilities of the Mortgage Advisor will include:

· Provide bespoke mortgage advice to affluent and high-net-worth clients, particularly from the Middle East.

· Build and manage relationships with clients, introducers, and industry professionals to generate new business.

· Manage the end-to-end mortgage process, including onboarding, credit applications, and compliance checks.

· Deliver excellent ongoing client service and relationship management.

· Ensure all activities comply with FCA regulations and internal policies.

· Work closely with private banking, credit risk, and operations teams to support efficient mortgage delivery.

· Monitor market trends, mortgage products, and competitor activity.

· Grow the mortgage portfolio through new business, cross-selling, and client engagement.

· Manage the mortgage pipeline and achieve sales and service targets.

The successful candidate will have:

· Experience providing regulated and non-regulated mortgage advice, ideally to high-net-worth clients.

· Strong knowledge of residential and buy-to-let (BTL) mortgages.

· CeMAP (or equivalent) qualification required; CAS status desirable.

· Degree educated or equivalent experience in banking or financial services.

· High attention to detail, risk awareness, and commitment to regulatory compliance.

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