sky-mortgages
Mortgage Advisor
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Company Description
Sky-mortgages is a specialist mortgage brokerage firm known for delivering tailored mortgage solutions and outstanding client service. With years of industry experience, the team has helped many clients secure their dream homes. The firm has earned more than 160 five-star Google reviews, reflecting a strong reputation for reliability and expertise. Sky-mortgages focuses on guiding clients through complex mortgage processes with clarity, precision, and care. The brokerage is committed to building long-term relationships based on trust and transparent advice.
Role Description
This is a self-employed Mortgage Advisor role based in the City of Bristol with a hybrid working arrangement, allowing some work from home. The Mortgage Advisor will provide mortgage advice to a diverse range of clients, assessing their financial situations, understanding their goals, and recommending suitable mortgage products.
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Day-to-Day Tasks
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- Conducting client consultations
- Preparing affordability assessments
- Managing applications from initial inquiry through to completion
- Liaising with lenders, solicitors, and other stakeholders
Responsibilities
- Staying up to date with mortgage products, regulatory requirements, and market trends
- Maintaining accurate records and documentation
- Contributing to business development activities
- Supporting marketing efforts
- Building strong client relationships through proactive communication and follow-up
Qualifications
- Strong knowledge of mortgages and mortgage products, with experience advising on a range of residential and buy-to-let options.
- Finance and financial planning skills, including the ability to assess affordability, analyze client financial information, and provide suitable recommendations.
- CeMAP qualification (or equivalent recognised mortgage advice qualification) with a commitment to ongoing professional development.
- Experience or understanding of mortgage marketing, including supporting lead generation and client outreach activities.
- Excellent communication and interpersonal skills, with the ability to explain complex information clearly and build trust with clients.
- Strong attention to detail, organizational skills, and the ability to manage multiple cases and deadlines simultaneously.
- Comfort with hybrid working, including effective use of digital tools, CRM systems, and remote communication platforms.
- Previous experience in mortgage advice, financial services, or a related field is highly beneficial.
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