Mortgage Advice Bureau - North
Retention Mortgage Adviser
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Company Description
Mortgage Advice Bureau – Regional Network Partner North is part of a leading UK mortgage network and one of the most recognized intermediary consumer brands in the market.
The business provides expert advice across a wide range of mortgage needs, including first-time purchases, remortgaging, home moves, buy-to-let, later life lending, and new-build properties. Advisers have access to thousands of mortgage products from numerous lenders, enabling tailored solutions for each customer. The company offers strong support, resources, and development opportunities for mortgage advisers, and works closely with local estate agents to integrate mortgage and protection advice into the home-buying journey. Team members join an award-winning environment focused on high-quality advice and customer satisfaction.
Role Description
The Retention Mortgage Adviser is a full-time, Hybrid/on-site role based in Willerby Hull, focused on maintaining and deepening relationships with existing mortgage customers.
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Day-to-day responsibilities include:
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- Reviewing customer portfolios
- Identifying remortgage and product transfer opportunities
- Providing clear, compliant advice tailored to each client’s circumstances
The role involves:
- Conducting on-site consultations
- Preparing accurate mortgage recommendations and documentation
- Managing follow-up communications to ensure a smooth customer journey
The adviser will collaborate with internal teams and local partners to:
- Coordinate appointments
- Process applications efficiently
- Maintain detailed records in line with regulatory requirements
Full administration support is also provided.
Qualifications
- Strong customer service, communication skills, with the ability to explain complex information clearly and confidently.
- Experience in mortgage advising, lending, or financial services, including familiarity with remortgages, product transfers, and protection products.
- Solid understanding of mortgage products, affordability assessments, and relevant regulations, with a commitment to ethical and compliant advice.
- Proficiency in using CRM systems, office software, and digital tools to manage client records, track opportunities, and prepare documentation.
- Proven organizational and time-management skills, including the ability to handle multiple cases, meet deadlines, and work effectively on-site.
- Relevant industry qualifications (e.g., CeMAP or equivalent) or a willingness to work toward them within agreed timeframes. Ideally 2 years experience.
- Ability to work collaboratively with colleagues and external partners, contributing to a supportive, inclusive, and performance-driven culture.
- Previous experience in a retention, account management, or sales-focused advisory role is highly beneficial.
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