Prime Property Finance
Mortgage Broker
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Company Description
Prime Property Finance is a professional mortgage and insurance brokerage supporting private clients, commercial clients, and investors across the UK. The firm arranges residential, buy-to-let, bridging, development, and commercial mortgages, as well as mortgage protection and life insurance. As a whole-of-market broker, Prime Property Finance has access to high street and specialist lenders, enabling tailored solutions aligned with each client’s financial objectives. Based in Neath, South Wales, the company provides a client-focused, advisory service with strong local roots and national reach.
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:
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- Gathering and analyzing client information
- Sourcing products from a wide range of lenders
- Preparing and submitting applications
- Managing cases through to completion
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The role also involves:
- Maintaining strong relationships with clients, lenders, and other stakeholders
- Providing clear updates
- Ensuring compliance with relevant regulations and internal policies
The Mortgage Broker will contribute to business growth by:
- Following up leads
- Building a professional network
- 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.
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