4 Financial Services / Investment, Mortgages jobs in Denny, Falkirk

Anderson Knight is recruiting for a Mortgage Advisor on behalf of a well-established and expanding financial services firm based in Glasgow.

This is a fantastic opportunity for an experienced and fully CeMAP-qualified advisor to join a supportive, professional team. The role will involve advising clients on a full range of mortgage products including residential, second charge, buy-to-let, and bridging finance. 

This is a hybrid role, with 3 days based in the Glasgow office and 2 days working from home.

Working hours: Monday – Thursday 9am–5pm, Friday 9am–4pm.

Salary: £30,000 basic with OTE of £60,000.

Main Duties and Responsibilities:

• Advise clients on suitable mortgage products based on their individual financial circumstances and requirements

• Manage the full mortgage application process from enquiry through to completion

• Provide expert knowledge across residential, BTL, second charge, and bridging finance markets

• Liaise with lenders, solicitors, and internal support teams to ensure smooth case progression

• Maintain up-to-date knowledge of the mortgage market, regulations, and compliance standards

• Ensure all advice and recommendations are delivered in a compliant and professional manner

• Identify opportunities for cross-selling and delivering wider financial solutions

• Work towards individual and team KPIs and sales targets

• Build long-term relationships with clients and provide ongoing support and advice where required

• Maintain accurate records and ensure all systems are kept up to date

• You’ll play a key role in delivering exceptional customer service while achieving individual and team targets.

Key Attributes and Skills:

• Fully CeMAP qualified (or equivalent)

• Proven experience in mortgage advice, with strong knowledge of 2nd charge, BTL, and bridging finance (all would be advantageous)

• Excellent communication and interpersonal skills

• Strong attention to detail and commitment to compliance and regulatory standards

• Ability to manage a busy caseload and prioritise effectively

• Comfortable working towards targets in a sales-focused environment

• Proficient in Microsoft Office and CRM/mortgage systems

If you are ready to embrace this excellent opportunity, please forward your CV with confidence.