Job Description
Mortgage Adviser
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The Levels Financial - Mortgage Advice Bureau
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Locations: Yeovil, Glastonbury, Somerset
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Working pattern: Hybrid
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Hours: Monday to Friday, 9:00am-5:30pm
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Contract: Permanent, employed
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Salary and commission: Discussed at interview
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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.
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These are mortgage-only positions, allowing advisers to concentrate on providing high-quality mortgage advice.
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Experienced advisers will work on a hybrid basis, supporting established estate agency partners across Yeovil, Glastonbury and Street.
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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.
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Key responsibilities
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Providing suitable and compliant mortgage advice to new and existing customers
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Managing mortgage applications from the initial appointment through to completion
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Supporting estate agency branches and responding promptly to customer referrals
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Advising customers on purchases, remortgages, home moves and other residential mortgage requirements
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Developing business from inbound enquiries and the company's existing client bank
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Building productive relationships with estate agency teams and other introducers
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Identifying customers with protection needs and referring them to the dedicated Protection Adviser
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Maintaining accurate customer, case and compliance records
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Managing an active pipeline and keeping customers informed throughout the process
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Liaising with lenders, administrators, estate agents and solicitors
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Delivering excellent customer service and generating repeat business and referrals
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We Would Like To Hear From Candidates Who
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Hold CeMAP or an equivalent recognised mortgage qualification
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Have achieved Competent Adviser Status
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Have previous experience providing regulated mortgage advice
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Can manage mortgage cases confidently from initial enquiry to completion
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Have experience converting estate agency or other supplied leads
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Build solid relationships with customers and introducers
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Are organised, self-motivated and comfortable working on a hybrid basis
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Deliver consistently high standards of customer service and compliance
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What we offer
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A permanent, employed position
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Salary and commission package discussed at interview
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Approximately 25 supplied leads per month
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A reported lead conversion rate of approximately *****%
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Leads from established estate agency partners
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New business generated through the company website
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Access to an existing client bank
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Administrative support
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Hybrid working for experienced advisers
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Structured office-based support for the trainee adviser
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A 10% payment on referred protection business
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No clawback on the protection referral payment
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Monday-to-Friday working
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No weekend working
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Regular summer and Christmas social events
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Support from an established and growing brokerage
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You will join a friendly team that values its culture and enjoys regular social events, while benefiting from weekday working and no weekend requirement.

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