Mortgage Advisor – Woking

Salary:£22,000 - £25,000

Our FCA Authorised client offer their clients a full range of products including mortgages, loans, insurance, bridging and commercial finance. As an Adviser you’ll be able to expand and build your knowledge levels and enjoy the benefits of working under a successful organisation that provides the support necessary to help you achieve success.

Key skills:

  • Knowing common mortgage products, programs and procedures
  • Understanding mortgage underwriting
  • Applying sales principles and techniques to promote and sell our company’s services
  • Knowing how to use Microsoft Office programs

We will provide you with:

  • Pre-qualified leads
  • Training and ongoing compliance support
  • Administration support
  • Access to CRM & sourcing systems

Attributes Required

  • Be pro-active, driven and hard working
  • Be outgoing and able to create a good rapport with clients
  • Be professional and knowledgeable
  • Solid communication and interpersonal skills
  • Ability to be personable yet persistent
  • Adhere to the company and industry compliance standards
  • Be able to call clients who require assistance sometimes in the evenings and weekends
  • Identify and initiating leads from their own sources
  • Proactive, can-do attitude, follow-through, resourcefulness, attention to detail and strong verbal and written communication skills


Hold one of the following qualifications:

  • Chartered Insurance Institute (CII)
  • Certificate in Mortgage Advice (Cert MA)
  • Certificate in Mortgage Advice and Practice (CeMAP)


  • mortgage: 1 years (Required)

Why you would like to work here:

  • Great earning potential
  • Uncapped commission structure
  • Five day working week







If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted

Apply now


Would you like to discuss this role further?
Speak to the 2i Team: 01483 414719

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