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 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 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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