MAB - Acorn FS
Mortgage Advisor
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Company Description
MAB - Acorn FS provides expert mortgage and protection advice tailored to each client’s individual circumstances. The team supports customers through key milestones such as buying a first home, moving, remortgaging, or arranging protection for their family’s financial future. The company is committed to honest, clear advice and exceptional service, aiming to make every stage of the mortgage and protection process straightforward and stress-free. Applicants can expect to join a client-focused environment where professionalism, integrity, and clear communication are central values.
Role Description
This is a full-time remote role for a Mortgage Advisor at MAB - Acorn FS. The Mortgage Advisor will provide tailored mortgage and protection advice, assessing clients’ financial situations and recommending suitable products from a broad range of lenders and insurers.
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Daily Responsibilities
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- Conducting virtual consultations
- Gathering and verifying documentation
- Preparing applications
- Managing cases through to completion
The role also involves:
- Maintaining accurate records
- Staying up to date with lending criteria and regulatory requirements
- Delivering clear explanations of complex information so clients can make informed decisions
The Mortgage Advisor will collaborate with internal teams, contribute to lead generation activities, and ensure a high standard of customer experience at every interaction.
Qualifications
- Strong mortgage and finance knowledge, including Mortgages and Finance, with the ability to interpret lending criteria and assess affordability.
- Experience in Mortgage Marketing and client outreach to support lead generation and promote advisory services.
- Background in Financial Planning to help clients structure their borrowing and protection in line with long-term goals.
- CeMAP qualified (or equivalent recognized mortgage advice qualification) and committed to ongoing professional development.
- Excellent communication and interpersonal skills, with the ability to explain complex information in a clear, accessible manner.
- Proven ability to work remotely, manage time effectively, and handle multiple client cases with attention to detail and compliance.
- Familiarity with mortgage sourcing systems and CRM tools; competent in using digital platforms for virtual meetings.
- Previous experience in mortgage advice, banking, or financial services is highly beneficial.
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