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Careers

Mortgage Advisor

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.

 

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

 

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

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