At Pertemps,
The average salary for:

Mortgage Adviser
in Yorkshire and The Humber is
£28,000

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JOB DESCRIPTION

Mortgage advisers help people find and apply for mortgages.

QUALIFICATIONS

There are no formal academic requirements although entrants usually possess GCSEs/S grades and a degree in a relevant subject is sometimes required. Training may be undertaken in-house or entrants may attend courses run by professional institutions. Registration with a regulatory authority is required in some positions.

TASKS

  • Advises on the relative merits of pension schemes, insurance policies and mortgages that best meet the needs of clients given their personal circumstances.
  • Analyses the financial position of clients, considering outgoings, dependants and commitments.
  • Identifies and attracts new clients by arranging visits and explaining the benefits of financial products.
  • Keeps up to date with financial products, legislation and requirements for compliance with the relevant regulatory authority.
  • Monitors information on the socio-economic environment and interprets the implications of such information for their clients.
  • Predicts the likely long- and short-term future performance of securities and other financial products and advises upon what will be an appropriate investment for their clients.
  • Prepares summary reports of findings for fund managers.

Salaries from this search have been calculated using current and historical roles, which have been advertised with Pertemps in the last 2 years. Data is updated in real time as jobs are posted, and the search results calculate averages of all job posts that fit the role category.

Salary comparison results are intended as a rough guide only. Actual salaries may vary based on qualifications, experience, location and company type. Salary figures do not include bonuses or benefits.

We do not collect your salary information, this is only used for the page to provide you with enhanced information. Weekly pay is calculated by dividing the annual salary by 48 working weeks.

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