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Finance Advisor ( Mortgage)

Job Posted: a month ago

Salary: £ 30,000 - 40,000 / Annum
Job Type: Permanent
Location: Kingswood

Expire in: an hour

Job Description

Finance Advisor – East Bristol

Salary: Basic salary of £30,000+ depending on experience. Realistic OTE £50,000–£60,000+ (based on individual commission).
Working Hours:
Monday to Friday – 8:45am–6:00pm
Saturday – 9:00am–4:00pm
(Working hours may vary to accommodate evening or home appointments.)

We are seeking a qualified and experienced Finance Advisor to support two offices in Bristol. This full-time role focuses on building strong relationships with branch teams and developing a consistent pipeline of client referrals.

Working closely with colleagues across the offices you support, you will provide mortgage and protection advice to referred clients while delivering a professional and compliant service throughout the home-buying process.

Key Responsibilities

Advising clients on and arranging mortgages in a timely and compliant manner

Arranging appropriate life insurance and protection policies

Securing mortgage offers to support both immediate and future property purchases

Managing and nurturing client relationships from initial enquiry through to completion

Working closely with branch teams to maximise referral opportunities

About You
 You’ll be an experienced financial services professional who enjoys building relationships and delivering excellent outcomes.

You will need to:

Hold relevant financial services qualifications

Deliver outstanding customer service consistently

Demonstrate strong time management and organisational skills

Communicate confidently by phone, in writing and face-to-face

Be personable, approachable and professional

Hold a full UK driving licence and have access to your own vehicle

Lead Source
 Two primary offices in Bristol with potential for further opportunities across the wider office network.

The Longer-Term Opportunity
 This role offers more than just a position — it’s a career pathway.

The business is actively looking to grow a multi-adviser financial services operation across:

10 sales and lettings offices

Land & New Homes

Coverage across Bristol, North Somerset and South Gloucestershire

You will work closely with the directors and, for the right individual, there is clear scope for career progression, increased responsibility, and performance-based rewards as the business grows.

What We Offer

Basic salary of £30,000+ depending on experience

Realistic OTE £50,000–£60,000+

Own car required with mileage paid

25 days annual leave plus bank holidays (increasing after 3 and 6 years of service)

Vibrant team culture with regular paid-for social events

Opportunity to grow your career within a successful and expanding team

Location
 Bristol (supporting two offices)

The role will be primarily office-based across the locations you support to ensure strong relationships with the sales teams you work alongside.

Start Date: ASAP (flexible for the right candidate)

We are looking for someone who wants to make a real impact — a confident, capable professional with the skills and drive to help grow the financial services network in East Bristol. If you are a natural relationship-builder, a strong communicator, and committed to delivering excellent client service, we would be very interested to hear from you.

We are committed to creating a diverse and inclusive working environment. All discussions will be handled discreetly and in complete confidence

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Finance Advisor ( Mortgage) job near me in Kingswood! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!