Core Role Objective
As a Mortgage Advisor, the candidate will work closely with an experienced team of advisors to support the delivery of comprehensive, client-focused mortgage advice. Responsibilities include assisting with the full mortgage journey—from initial fact-find and affordability assessment through to recommendation, application, approval, and drawdown—while developing technical knowledge, maintaining high service standards, and ensuring regulatory compliance.
Â
Key Responsibilities
- Client Advisory & Suitability
- Conduct comprehensive fact-finds, KYC/AML checks and affordability assessments.
- Provide regulated mortgage advice to first-time buyers, movers, switchers, self-build, buy to let applicants.
- Application Management
- Prepare, submit and track mortgage applications, liaising with lenders, solicitors, valuers and internal team.
- Proactively manage pipeline from AIP to drawdown, resolving documentation and underwriting queries.
- Market & Product Expertise
- Maintain up to date knowledge of lender criteria, rates, incentives.
- Sales & Relationship Management
- Build a referral network (estate agents, accountants, developers) and nurture client relationships for repeat/switch opportunities.
- Teamwork & Continuous Improvement
- Collaborate with case managers/administrators for seamless client experience.
- Contribute to process improvements and share market insights with the team.
- Identify and pursue new business opportunities. Achieve agreed annual sales targets. Record all activity on the internal reporting tools and remain disciplined to the sales process.
- Networking – internally with other business units, within the sector, and with external specialists
- Adhere to regulatory requirements in all aspects of day-to-day work and to the business ethics of the company.
- Maintain up to date client records and ensure high standard of client files on the dedicated CRM system.
- Adherence to the LHK values and a commitment to maintaining and developing the brand integrity at all times
Â
Necessary Skills / Qualifications
- Bachelor’s degree in business, finance, or a related field (desirable)
- Industry Specific Qualifications: QFA (essential)
- Technical knowledge of all financial products in the marketplace
- A minimum of 3 years’ experience working within a mortgage broker environment
- Proven track record of working to and achieving annual sales targets
- Good understanding of relevant regulatory requirements
- Strong interpersonal skills with the ability to build and maintain solid client relationships
- Strong self-awareness and self-presentation
- Professional demeanor
- Proficient IT skills with working knowledge of Microsoft Excel and Word
- Work well under pressure and as part of a team
- Compliant with CPD requirements
Please send your CV and cover letter to



























































































