Mortgage adviser

Job title: Mortgage adviser

Company: PRIMIS Mortgage Network


Job description: Job Profile:About UsCoast Financial Solutions are seasoned mortgage brokers with a passion for providing personalised and expert financial advice. With over 30 years of combined experience and a full CeMAP qualification, we specialise in guiding clients through the intricacies of residential and buy-to-let mortgages, as well as offering comprehensive protection solutions. Our commitment to delivering a 5-star service is rooted in the golden rule – “treat others as you would like to be treated.” We take the time to understand clients’ unique needs, providing simple, friendly, and professional advice.The role is based in a relaxed and supportive office environment that values professionalism while fostering a culture of collaboration, camaraderie and shared success.Role OverviewA full-time role for a qualified Mortgage Adviser working as part of a team of advisers, you will be responsible for providing expert mortgage and protection advice to clients across the UK. You will work closely with clients to assess their financial needs, source suitable mortgage products, and recommend protection solutions to safeguard their future.Key Responsibilities

• Identify customer needs and provide tailored, expert, professional mortgage and protection advice
• Source suitable mortgage products from a broad panel of lenders
• Seamlessly guide clients through the end-to-end mortgage process
• Comply with FCA regulations and company standards to satisfy the networks audit requirements
• Develop and nurture strong client relationships to encourage a returning client base and referrals
• Self-develop and stay up to date with industry related topics

Key Requirements

• Essential CeMAP qualification (or equivalent)
• Proven track record in mortgage and protection roles ideal but not essential
• Ability to generate and convert leads into mortgage sales
• Proficient in using mortgage sourcing and CRM systems
• Dedicated to maintaining compliance standards and treating customers fairly

What We Offer

• A flexible remote working arrangement.

OTE: £50,000- £55,000 * A small allocation of leads monthly

• Competitive commission-based earnings.
• Access to a wide panel of lenders
• Admin support
• Ongoing training and development opportunities.
• A collaborative and supportive team environment.

Expected salary: £50000 – 55000 per year

Location: Swansea

Job date: Fri, 01 Aug 2025 06:30:43 GMT

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