Role Description This is a full-time, on-site Mortgage Broker role based in Swansea. The Mortgage Broker will advise clients on suitable mortgage and protection products, assessing their financial circumstances, goals, and risk profile. Daily responsibilities include gathering and analyzing client information, sourcing products from a wide range of lenders, preparing and submitting applications, and managing cases through to completion. The role also involves maintaining strong relationships with clients, lenders, and other stakeholders, providing clear updates, and ensuring compliance with relevant regulations and internal policies. The Mortgage Broker will contribute to business growth by following up leads, building a professional network, and delivering high-quality, ethical advice and service.
Qualifications
* Strong financial advisory skills, including assessing affordability, interpreting lending criteria, and recommending suitable mortgage and protection products.
* Proficiency in case management, from initial client fact-finding through application submission, documentation, and completion.
* Excellent communication and interpersonal skills to explain complex products clearly and build long-term client relationships.
* Solid organizational and time-management abilities to handle multiple client cases and meet lender and regulatory deadlines.
* Knowledge of UK mortgage markets, lender products, and regulatory requirements (e.g., FCA rules); CeMAP or equivalent qualification preferred.
* Comfort with using CRM systems and digital tools for research, documentation, and client communication.
* Proven integrity, attention to detail, and a commitment to delivering fair, unbiased, and compliant advice.
* Previous experience as a mortgage adviser/broker or in financial services is highly beneficial
Salary description
£25000.00 - £30000.00 per year