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Mortgage Advisor

Cardiff, South Glamorgan
£24,000 to £25,000
Job Type
13 Jul 2022

Second Charge Advisor - Cardiff

  • Salary: £25,000 basic with uncapped earning potential
  • Award winning broker


  • To answer phone calls in a polite and helpful manner, being sure to direct calls to the appropriate colleague promptly, or taking and passing on clear messages whenever required.
  • To undertake initial advisor calls with potential clients to fact-find, recording the outcome of those conversations on our in house CRM systems
  • To source appropriate finance options from a dedicated panel of lenders using best practice.
  • Undertake the key research requirements into complex cases to ensure correct lender appointment from the outset
  • To pass our own Networks standards to achieve CAS Status (whether CAS status currently or not)
  • To meet with lenders on a regular basis to build relationships & stay up to date with criteria changes.
  • To proactively assist our clients and partner introducers to answer any queries they may have.
  • To review and check incoming application documentation.
  • To update internal spreadsheets/documentation with the required information accurately.
  • To maintain client folders, documentation, and in-house CRM systems, ensuring information is accu 1 rate and stored in line with our GDPR policies.
  • To identify inefficiencies and suggest processes to overcome them.
  • To generate own client leads as well as working with leads provided by the client
  • To proactively contribute to the achievement of both individual and company weekly, annual and monthly targets
  • To create engaging and informative posts on the company s social media pages.
  • To positively represent the company by attending training courses, networking events and lender meetings.

Knowledge and qualifications:

  • Full CeMAP qualified (1,2 & 3)
  • CAS Status preferred (minimum 2yrs experience)

Skills and experience:

  • Good standard of verbal and written English.
  • Exemplary approach to customer care and experience of working with a caseload of clients.
  • Excellent IT skills (Word and Excel essential).
  • Keen eye for detail, able to proofread documents and spot errors.
  • Able to work effectively as part of a team, with helpful attitude and strong communication skills. Able to prioritise tasks in accordance with urgency and importance.
  • Reliable with good time keeping skills.

Personal Attributes:

  • Positive, can-do attitude with a solution focused approach.
  • Well organized and methodical.
  • Committed to undertaking ongoing personal and career development.
  • Always willing to go the extra mile.
  • Flexible and adaptable to cope with the fast-paced and exciting nature of working for a start-up. Well-presented and dresses appropriately for an office environment with a friendly and positive attitude.
  • Self-motivated and confident to work unsupervised, asking questions if unsure in order to confidently complete tasks.

How to apply:

Please apply now if you are interested to this job role and your CV will arrive in my inbox.

please note that all successful applicants will undergo relevant employment reference, financial and criminal record checks.

Apply for this job now


  • Job Reference: 656826379-2
  • Date Posted: 13 July 2022
  • Recruiter: D&R Partners Recruitment Limited
    D&R Partners Recruitment Limited
  • Location: Cardiff, South Glamorgan
  • Salary: £24,000 to £25,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent