Finance Advisor ( Mortgage)

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.

Apply