Mortgage Adviser

The Levels Financial - Mortgage Advice Bureau

Locations: Yeovil, Glastonbury, Somerset

Working pattern: Hybrid

Hours: Monday to Friday, 9:00am-5:30pm

Contract: Permanent, employed

Salary and commission: Discussed at interview

The Levels Financial, part of Mortgage Advice Bureau, is looking for two experienced Mortgage Advisers and one CeMAP-qualified trainee to join its growing team.

These are mortgage-only positions, allowing advisers to concentrate on providing high-quality mortgage advice.

Experienced advisers will work on a hybrid basis, supporting established estate agency partners across Yeovil, Glastonbury and Street.

This is a growth opportunity created following the addition of new introducer relationships and an increase in inbound enquiries from the company's recently developed website.

Key responsibilities

- Providing suitable and compliant mortgage advice to new and existing customers
- Managing mortgage applications from the initial appointment through to completion
- Supporting estate agency branches and responding promptly to customer referrals
- Advising customers on purchases, remortgages, home moves and other residential mortgage requirements
- Developing business from inbound enquiries and the company's existing client bank
- Building productive relationships with estate agency teams and other introducers
- Identifying customers with protection needs and referring them to the dedicated Protection Adviser
- Maintaining accurate customer, case and compliance records
- Managing an active pipeline and keeping customers informed throughout the process
- Liaising with lenders,



administrators, estate agents and solicitors
- Delivering excellent customer service and generating repeat business and referrals

We Would Like To Hear From Candidates Who

- Hold CeMAP or an equivalent recognised mortgage qualification
- Have achieved Competent Adviser Status
- Have previous experience providing regulated mortgage advice
- Can manage mortgage cases confidently from initial enquiry to completion
- Have experience converting estate agency or other supplied leads
- Build robust relationships with customers and introducers
- Are organised, self-motivated and comfortable working on a hybrid basis
- Deliver consistently high standards of customer service and compliance

What we offer

- A permanent, employed position
- Salary and commission package discussed at interview
- Approximately 25 supplied leads per month
- A reported lead conversion rate of approximately 40-50%
- Leads from established estate agency partners
- New business generated through the company website
- Access to an existing client bank
- Administrative support
- Hybrid working for experienced advisers
- Structured office-based support for the trainee adviser
- A 10% payment on referred protection business
- No clawback on the protection referral payment
- Monday-to-Friday working
- No weekend working
- Regular summer and Christmas social events
- Support from an established and growing brokerage

You will join a friendly team that values its culture and enjoys regular social events, while benefiting from weekday working and no weekend requirement.

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📌 Mortgage Advisor (Somerset)
🏢 Mortgage Advice Bureau
📍 Somerset