Mortgage Adviser (CeMap qualified) in Wilmslow

Job description

Job Summary

As Home Finance Adviser, you'll provide customers (UK/Expat/International) with a full advice and recommendation service for Home Finance working in accordance with the Banks values, scope of service, regulatory and compliance requirements whilst maintaining excellent customer satisfaction.

Please note - the position is office based with a Hybrid Working policy with flexibility to work from home up to 3 days a week.

Key responsibilities

• To source and progress Regulated (Home Purchase Plan) and Non-Regulated (Buy to Let) home finance applications through to completion and Working within the agreed SLAs.
• The role holder is responsible for making suitable recommendations to the Bank’s credit function to enable growth of the Home Finance book in line with business strategy, whilst ensuring that all finance applications are completed within policy and criteria.
• Generate telephone appointment activity in order to achieve new business goals, tracking potential customers and following up on enquiries.
• Recommend the most suitable product, term, and payment method to suit the customer’s needs, priorities, and circumstances.
• Development of existing customer relationships to ensure business retention and growth.
• To achieve set individual targets in a variety of areas and to contribute towards the overall performance of the Commercial and Home finance business, whilst minimising the risk of losses.
• Work alongside the Home Finance BDMs.
• Provide ongoing MI, tracking lead source and outcomes.
• Ensure that market, sector, and Regulatory knowledge is continuously developed and maintained.

Senior Managers and Certification Regime

This role is in-scope of the Regulators’ Senior Manager and Certification Regime. As such the jobholder will be assessed and certified annually.

Your role as Home Finance Adviser is a certified function. You are therefore required to discharge the following governance responsibilities:

Regulatory status: Certified

Skills required

• Previous experience in a Mortgage advisory capacity ideally with broad Broker experience
• Experience within the specialist Mortgages sector.
• A detailed understanding of banking credit processes.
• Advanced understanding of Mortgage products
• CeMap qualified or equivalent.
• Hold a Competent Advisor status

Extra information

Status

Open

Education Level

Secondary School

Location

Wilmslow

Type of Contract

Part-time jobs

Published at

04-09-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English