Mortgage Adviser Job at Enva Financial (Auckland)

Mortgage Adviser

Our client is a well-established and growing mortgage advisory company specialis...

Location

United Kingdom

Salary:

30000.00 - 35000.00 GBP / Year

Placing Faces

Expiration Date

Until further notice

Requirements

Must have experience as a Mortgage Adviser
Strong communication and relationship-building skills
Ability to work independently within a remote environment
Organised, self-motivated, and professional approach
Comfortable managing client cases from enquiry through to completion

Job Responsibility

Provide mortgage and protection advice to new and existing clients
Manage client relationships throughout the mortgage process
Work with warm leads supplied by local estate agents
Maintain professional communication with clients and third parties
Ensure compliance with regulatory and internal standards
Collaborate effectively within a small remote team
Deliver excellent customer service and positive client outcomes

What we offer

Fully remote working
Strong pipeline of provided leads
Significant admin and case management support
Flexible working environment
Small and supportive team culture
Opportunity to earn additional commission
Good work-life balance with varied daytime workload

Fulltime

Mortgage Adviser

Enva Financial is one of New Zealand’s fastest growing financial and mortgage ad...

Location

New Zealand , Christchurch

Salary:

Not provided

Enva Financial

Expiration Date

Until further notice

Requirements

A minimum of 1-2 years’ experience as a Mortgage Adviser or a lending professional within the banking industry
Level 5 Certificate in residential property lending required upon commencement
current students and those yet to start are encouraged to apply
You are a natural communicator who loves talking to clients and really helping them
You understand that you drive your own revenue – the more clients you help, the more you get in bonuses
A resilient, sales driven aptitude
You love the work you do and your work ethic reflects this

What we offer

Qualified leads every single week
Extensive training on advice, sales, compliance and leadership
Management training for your career development
Great company culture and a fun work environment
A career path with ownership possibilities
Industry-leading technology to streamline your workflow
Support from in-house admin and compliance teams

Fulltime

In-House Mortgage Adviser

Our client, a well-established estate agency with a strong local presence, is lo...

Location

United Kingdom , Bromley

Salary:

Not provided

Office Angels

Expiration Date

Until further notice

Requirements

CeMAP qualified or actively studying towards CeMAP
Hands-on involvement in the admin side of cases, including fact finds, document collection and progress chasing
Day-to-day use of CRM and mortgage sourcing systems
Experience working to clear performance targets (revenue, completions, conversion or protection)
Positive, professional approach to changing priorities

Job Responsibility

Managing a busy pipeline of inbound, pre-qualified mortgage enquiries
Advising clients from first conversation through to mortgage completion
Handling a varied caseload including residential mortgages, buy-to-let, HMOs, holiday and short-term lets, bridging and commercial finance
Maintaining compliant and accurate case files throughout the process
Using CRM systems to track progress, pipeline and performance

What we offer

Consistent flow of high-quality, warm inbound leads
Supportive, in-house environment with long-term career progression
Opportunity to develop into more specialist areas of lending
Uncapped commission

Fulltime

Lead Mortgage Adviser

We are hiring a Senior Mortgage Adviser to act as the key focal point for all mo...

Location

United Kingdom , London, Bournemouth

Salary:

Not provided

Skybound Wealth Management

Expiration Date

Until further notice

Requirements

CeMAP or equivalent qualification is essential
UK Level 4 or other wealth management qualification would be beneficial
An experienced senior mortgage professional who might have outgrown a narrow brokerage environment
Comfortable dealing with complex cases and high-value clients
Commercially minded, but advice-led
An individual seeking ownership, visibility, and long-term influence with high-net-worth or internationally mobile clients is highly advantageous

Job Responsibility

Become the go-to for UK residential, Buy to Let, expat and non-standard lending across the group
Drive commercial growth through adviser referrals, partnerships, and strategic initiatives
Take full ownership of Skybound’s mortgage strategy at Group level
Handle and structure cases involving overseas income, multiple jurisdictions, and portfolio lending
Establish and maintain senior lender relationships, negotiating terms where needed
Embed mortgages into adviser workflows as a natural part of long-term financial planning, not just a bolt-on
Design and launch a best-in-class UK mortgage proposition integrated into our wider wealth advice model
Set the technical, commercial, and regulatory standard for all mortgage activity
Ensure robust FCA compliance, governance, and documentation standards are met
Contribute to marketing, thought leadership, and client education around property finance

What we offer

Leadership role: Shape and lead a Group-wide mortgage proposition within a growing international business
Integrated advice model: Work alongside wealth advisers, international specialists, and private client teams
Global platform: Support UK and expat clients backed by a multi-jurisdictional advisory firm
Technology-led: Benefit from Salesforce, integrated advice systems, and data-driven client insights
Growth-focused: Clear mandate to build, scale, and innovate within the mortgage function
Supportive infrastructure: In-house compliance, marketing, and operations teams to enable high-quality advice
Career progression: A visible role with long-term growth and strategic influence

Mortgage Quality And Compliance Adviser

We’re looking for a motivated and detail-oriented New Partner Associate (Mortgag...

Location

United Kingdom , Basildon

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience within mortgage, protection, financial services, or quality assurance, ideally in compliance or adviser support
Strong communication and interpersonal skills
A proactive, organised approach with excellent attention to detail
Able to fully satisfy the pre-employment screening process, which comprises code of conduct, right to work, identity, 5 years referencing, AML, credit screen, financial sanctions and DBS checks

Job Responsibility

Review mortgage and insurance case files against internal and FCA standards, supporting specific AR firms / Advisers to get Competent Adviser Status (CAS) accredited
Conduct 1-2-1 reviews and performance observations with new advisers
Coaching and guidance to upskill the new advisers, fostering good practice and standards
Provide clear, constructive feedback and guidance to new advisers by phone and email
Liaising with other teams (Partner Support, BDMs) to help the new advisers get CAS accredited within target timelines
Review promotional materials and adviser CPD records to ensure compliance
Maintain accurate internal records and management information
Monitor AR competence records (CPD) and provide feedback
Ensure all new AR firms CAS accredited within expected timelines (currently 3 months)

What we offer

A great company culture built on openness, collaboration, and support
Competitive salary and performance-related bonus (non-contractual)
22 days annual leave plus your birthday off, and up to 3 additional days for length of service
Company pension with optional matched contributions up to 1.5%
Hybrid working with flexibility to work from home
Free breakfast, lunch, snacks, and drinks when working in the office
2 volunteering days and 1 team volunteering day each year
2 half-days of paid ‘me time’ to support mental and physical wellbeing
Employee engagement activities, recognition schemes, and retail discounts
Salary sacrifice schemes (home tech, cycle to work, pension)

Fulltime

New

Senior Premier Banker

Location

United States , Hendersonville

Salary:

Not provided

Wells Fargo

Expiration Date

July 09, 2026

Requirements

4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period
For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY
State Insurance license(s) are required for this role and must be completed within a specified period
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position
This position requires SAFE registration at the time of employment

Job Responsibility

Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
Escalate banking related issues or business risks that require an in-depth evaluation
Advise customers on various aspects of recommended and available financial options and services
Maintain deep knowledge and understanding of Wells Fargo’s banking, credit and investment financial solutions and services
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients’ overall financial circumstances and goals
Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
Collect information directly from customers regarding income, assets, investments, and credit
analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers’ financial needs and goals
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially

Fulltime

!

New

Protection Advisor

Contact and advise clients on suitable protection products. Conduct fact-finds a...

Location

United Kingdom , Grays

Salary:

25000.00 - 30000.00 GBP / Year

Placing Faces

Expiration Date

Until further notice

Requirements

Previous experience as a protection advisor dealing with life insurance, critical illness and mortgage insurance
Strong communication and relationship-building skills
A customer-focused approach with the ability to identify client needs
Self-motivated and target-driven mindset
Ability to manage a pipeline and work efficiently to achieve results

Job Responsibility

Contact and advise clients on suitable protection products
Conduct fact-finds and assess customers' protection needs
Recommend appropriate life insurance, critical illness cover, income protection, and related products
Manage client relationships throughout the advice and application process
Maintain accurate records and ensure compliance with industry regulations
Convert warm leads provided from existing mortgage clients into protection business
Deliver exceptional customer service and positive client outcomes

What we offer

Basic salary of £25,000 – £30,000
Realistic On-Target Earnings of £60,000
Employed position offering stability and support
Warm leads provided from existing mortgage clients
Opportunity to develop within a growing business
Uncapped earning potential through commission incentives
Supportive and professional working environment

Fulltime

New

Protection Advisor

An established and growing financial services business with a strong mortgage di...

Location

United Kingdom , Aylsham

Salary:

Not provided

Placing Faces

Expiration Date

Until further notice

Requirements

CAS status is essential
Previous experience providing protection advice
Strong knowledge of life insurance, critical illness cover, income protection and related products
Excellent communication and relationship-building skills.

Job Responsibility

Providing whole-of-market protection advice to clients
Conducting fact-finds and identifying suitable insurance solutions
Managing appointments generated through internal mortgage adviser referrals
Maintaining compliant records and delivering excellent customer outcomes
Building and maintaining strong relationships with clients throughout the advice process
Converting warm, pre-qualified leads into completed business.

What we offer

Warm, pre-qualified leads provided
Whole-of-market proposition
Hybrid working flexibility
Competitive commission split structure
Strong internal referral network from mortgage advisers
Training and support available for advisers moving from a restricted advice background
Self-employed role with autonomy and flexibility.

Fulltime

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Mortgage Adviser

Job Description

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Senior Premier Banker

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