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Mortgage Advisor - Servicing (Trainees considered)
No Targets, no business development, all clients provided - Service only
Location: ChesterfieldSalary: Up to £27,000 per year (dependent on experience)Hours: 9am-5pm (No weekends or outside hours)Contract Type: Office-based, Full-Time or Part time options considered
About the Role
MBF Recruitment is delighted to be working on behalf of a respected financial services firm in Chesterfield to find a Mortgage Advisor. This role is ideal for a customer-focused professional who takes pride in delivering ailored mortgage advice but is not interested in the pressures which are usually involved (no sales, targets, prospecting, business development etc). You will support a Senior Mortgage Adviser in managing existing client relationships, helping to review and renew fixed-rate mortgage arrangements, and providing exceptional service throughout the mortgage process.
This firm values long-term client relationships over high-pressure sales targets, making it a fantastic opportunity for those who prioritise ethical and client-centric advice.
Key Responsibilities
- Build and maintain strong relationships with existing clients, delivering professional and friendly service.
- Research and prepare mortgage proposals using industry-leading sourcing systems.
- Ensure compliance by maintaining accurate documentation and client files.
- Assist with preparing and submitting new business applications.
- Use tools like Xplan, Mortgage Brain, and Genovo to support effective communication and operations.
- Stay informed on industry trends and contribute to team knowledge sharing.
- Provide exceptional customer service by promptly addressing client inquiries.
- Collaborate with team members to enhance administrative efficiency and service delivery.
About You
- Qualifications: Relevant mortgage qualifications.
- Skills: Strong written and verbal communication, excellent organization, and attention to detail.
- Approach: Customer-focused, friendly, and positive attitude.
- Teamwork: Able to work both independently and collaboratively, with a willingness to develop skills and support colleagues.
- Trainee's considered: As long as you hold the CeMap Qualifications, the company are willing to consider any candidate that feels like this role could be a good fit.
What’s on Offer
- Competitive salary up to £27,000 per year (based on experience).
- 20 days annual leave plus bank holidays, with additional Christmas shutdown.
- A modern, innovative office environment near excellent transport links.
- Team-building activities and opportunities for personal growth.
- A company pension plan.
- Full time or Part time options considered
Important: This is an office-based role and non-negotiable. The business is proud that they have built a fantastic team who enjoy being together in the office, with a great working environment.. and they are keen to protect this going forwards.
About the EmployerOur client is a well-established financial services firm known for providing tailored financial advice, including mortgages, pensions, investments, and equity release. With a focus on trust and transparency, the company fosters a supportive and collaborative working environment.
