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 current 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 strong 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 *****%
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.
#J-*****-Ljbffr

📌 Mortgage Advisor (New South Wales)
🏢 Mortgage Advice Bureau
📍 New South Wales