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Mortgage Advisor CV example

Brian Clive
Address line 1
Address line 2
T: 0121 638 0026
M: 0121 638 0026
E: brian.c@made up


A self motivated independent mortgage advisor with a successful background in sales and with a proven track record in achieving and exceeding set sales targets. Fully qualified and with experience of dealing with clients from their initial enquiry all the way to mortgage completion. Providing a high degree of customer service by offering the best mortgage advice to home buyers. Presently looking for a suitable mortgage advisor vacancy with a reputable & established mortgage broker of financial company.



October 2009 – present
Meeting customers, giving mortgage advice and selling mortgages and related ancillary products to them. Providing an excellent customer focused service by identifying a homebuyers needs, then advising them on relevant mortgage products either face to face via email or the phone.

  • Correctly advising customers on the right mortgage products for them.
  • Comprehensively searching the entire financial market and finding the most suitable mortgage products clients wishing to sell their home or remortgage.
  • Fact finding, researching references and doing to checks to verify a clients financial background and circumstances.
  • Visiting clients at their place of work or their home.
  • Advising and building strong relations with both new and existing clients.
  • Tailoring mortgage packages to fit the individual requirements of homebuyers.
  • Utilizing warm and cold leads and developing them into mortgage sales.

FINANCIAL ADVISOR – company name
April 2008 – October 2009
Based in a busy office advising home buyers on mortgage matters. Also working closely with introducers, brokers and maintaining strong relationships with them.

  • Ensuring that all mortgage applications and transactions are processed correctly.
  • Adhering to all financial requirements.
  • Cross selling financial products.
  • Developed leads from existing bank of clients.
  • When necessary referring clients to colleagues.
  • Providing financial advice to both individuals and also corporate clients.
  • Compiling monthly financial planning reports.
  • Supervised junior office staff and trainee mortgage advisors.
  • Holding regular weekly meetings with senior managers and providing them with progress reports.




  • Track record in achieving mortgage sales targets.
  • Able to design tailored financial services and mortgage packages to meet individual needs.
  • In depth knowledge of and able to advise on life insurance, pensions, savings, mortgage protection and home insurance.
  • Experience of contractor based underwriting.
  • Having strong influencing skills.
  • Comfortable in dealing with high net worth clients.
  • Computer literate and comfortable in working with outlook and the internet.
  • Proven ability to build a network of my own clients.
  • Comprehensive knowledge of FSA Guidelines and fully aware of all current financial regulations and procedures.
  • Ability to follow every lead closely.
  • Keeping up to date with the property market and assessing economic trends.


  • Striving hard for continuous improvement.
  • Excellent interpersonal and communication skills to understand and match the needs of clients.
  • Able to listen and demonstrate awareness and understanding of a home buyers needs.
  • Having a Can-do attitude.
  • Flexible approach to working hours in include evenings and weekends.
  • Able and comfortable with using modern technology to be more efficient and effective.
  • Hard working & determined.
  • Providing excellent customer service.
  • Car owner and willing to travel.



Mortgage expertise
Financial planning
Lead generation
Risk assessment
Closing sales
Financial analysis
Life insurance
Client analysis



Mortgage advisor Estate Agents 2008 – 2008


Full Cemap Qualified Level 1, Level 2 & Level 3
FPC 1 Financial Planning Certificate



Available on request.

Mobility: driving license
DOB: 1982
Languages: French



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