Chartwell Funding Limited
Mortgage Adviser
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Company Description
Chartwell Funding Limited, established in 2007, is a property finance specialist with access to lenders that cover a wide range of client needs. The company offers mortgage, insurance, and protection solutions, including buildings and contents insurance and coverage for critical illness, loss of income, and premature death. With experience across changing property and finance markets, Chartwell Funding secures significant funding for clients and provides whole-of-market advice. The firm is committed to professional customer service, achieving high client satisfaction scores and strong recommendation rates. Their experienced team focuses on guiding clients through the full mortgage and protection process with clear, responsible advice.
Role Description
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This is a full-time, on-site Mortgage Advisor role based in Yate. The Mortgage Advisor will meet with clients to assess their borrowing needs, gather and review financial information, and recommend suitable mortgage products from a broad panel of lenders.
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Responsibilities
- Explaining mortgage options and associated risks
- Advising on related insurance and protection products
- Ensuring all recommendations comply with regulatory and company standards
- Preparing applications
- Liaising with lenders and other stakeholders to progress cases
- Maintaining accurate records and documentation
- Contributing to client acquisition and retention through proactive communication, professional service, and ongoing relationship management
Qualifications
- Strong knowledge of Mortgages and Mortgage Marketing, with the ability to match products to diverse client needs.
- Solid understanding of Finance and Financial Planning to assess affordability and advise responsibly.
- CeMAP qualified (or equivalent recognized mortgage advice qualification), with up-to-date regulatory awareness.
- Excellent interpersonal and communication skills, with a client-focused and ethical approach to advice.
- Attention to detail and strong organizational skills for managing multiple cases and documentation accurately.
- Previous experience in mortgage advising, banking, or financial services is highly beneficial.
- Comfort working in an on-site team environment in Yate, with a proactive attitude to learning and professional development.
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