Mortgage Adviser - Welwyn Garden City

Are you ready to join an award-winning, independent estate agency with over 30 years of success built on exceptional service and performance?

My clients specialise in sales, lettings, and new homes, delivering highly personalised experiences for their clients across towns and rural areas. Recognised as one of the best small companies to work for five years running, and with a team of over 90 dedicated professionals, they take pride in being a supportive, high-performing environment.

They are looking for an experienced, fully qualified Mortgage Adviser to join their team at an exciting time of growth and expansion, this is an office-based role where the adviser will be based across 3 branches.

Salary and Benefits:

  • Basic salary £30,000 - £32,000
  • OTE Year 1 £50,000+ Year 2 £70,000+
  • 20 days of annual leave plus bank holidays, with an extra day off to celebrate your birthday.
  • Two additional paid leave days to participate in charitable activities.
  • Time off during the Christmas period to enjoy the festive season.
  • Paid parking permits to ease your daily commute.
  • Access to external personal finance and well-being coaching for professional and personal growth.
  • Exciting incentives, competitions, and team-building activities.
  • "Fizzy Fridays" with drinks provided to round off the week in style.
  • Optional benefits, including a company car scheme, laptop, and mobile phone.
  • Regular perks such as 1-2-1 business coaching, monthly team lunches, company parties, and end-of-month drinks.

Mortgage and Protection Adviser job requirements:

  • A minimum of 5 years' experience as a broker 
  • Fully ceMAP qualified (or equivalent) 
  • Good track record of new business generation 
  • Proven track record in volume mortgage sales working with HNW individuals 
  • Track record of building relationships and maintaining relationships for years to come 
  • Knowledge of the markets we operate in and the demographic of our customer base 
  • A driven and ambitious professional who will support us in growing this department 
  • Well-presented individual with excellent communication skills 
  • The ability to represent our brand to levels we have become expected for 

Mortgage and Protection Adviser duties:

  • Provide expert mortgage advice and brokerage services to clients, ensuring compliance with CeMAP (or equivalent) regulations and maintaining a strong track record in volume mortgage sales, particularly with High Net Worth individuals.
  • Proactively generate new business opportunities, consistently meeting or exceeding sales targets.
  • Build and maintain long-term client relationships, offering tailored support to meet their evolving financial needs and ensuring high levels of satisfaction and retention.
  • Stay informed on market trends, mortgage products, and the specific needs of the company’s target demographic to deliver customized solutions.
  • Collaborate with management to drive the growth of the mortgage department, contributing to business development strategies and mentoring team members.
  • Represent the company’s brand with professionalism and excellence in all interactions, ensuring exceptional communication and a polished image at all times.
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