Mortgage Advisor

Tenet Group Limited
04 Aug 2018
01 Sep 2018
Contract Type
Full Time

Our client is an independently owned, award-winning group of companies specialising in the provision of financial advice, tax planning, employee benefits and business consultancy services.

Working alongside our client's Mortgage Administrator and other administration staff, this role is to identify and provide mortgage advice to clients who meet the Company's client Proposition. Maintain relationships with those clients to achieve their goals and aspirations for their mortgage needs, achieve agreed business plan and generate revenue for the Group. This is an employed role with competitive basic salary and generous bonus scheme.

Key Accountabilities:

  • Responsible for identifying and engaging suitable clients, in part through developing a network of connections leading to client recruitment. Setting client expectations in line with the Company fact find.
  • Proactively provide on-going advice to clients (both self-sourced and those provided by internal and external Business Partnering), taking account of the regulatory and legislative environment
  • Working in a team with the Administrators and professional support staff, ensure client needs and circumstances are executed in a timely manner and follow the Company process standards
  • On an on-going basis identify and develop new opportunities with existing clients to ensure that all their needs are met, along with spotting opportunities for any client referrals to other areas of the business
  • Responsible for remaining competent and up to-date on legislation as an adviser through qualifications, attendance at conferences and training


  • Demonstrable success in delivering quality client service
  • Experience in working within a mortgage advice environment, preferably whole of market/over the phone
  • 5+ years' experience as an advisor


  • CeMap qualified (or equivalent) is preferred

Skills, Knowledge and Behaviours:

  • CeMap qualified (or equivalent) is preferred
  • Honesty and integrity
  • Sound technical advising knowledge to current legislative, industry, products and corporate standards
  • Excellent communication skills both written and verbal
  • Good planning and organisational skills
  • Dynamic and enthusiastic
  • Sound problem solving skills, taking a client focused approach
  • Highly motivated, especially with regards to personal and professional development
  • Good interpersonal skills and relationship building
  • Computer literacy
  • Methodological approach to work
  • Dynamic and enthusiastic

Tenet is a multi-award-winning financial adviser support group, providing an extensive range of services to hundreds of appointed representative advisers across the UK via our networks and providing support services to directly authorised financial adviser firms. We are actively supporting the growth of our financial adviser firms, so if you are looking for a role in an established financial advice firm, then you've come to the right place.