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Mortgage Advisor CV Template Example

As an experienced career coach in the UK for over 25 years, I’m pleased to walk you through how to create an interview-winning CV for a Mortgage Advisor role. The role of a Mortgage Advisor is central to helping clients navigate one of life’s most important financial decisions—securing a mortgage that fits their needs and circumstance. In the UK, a typical Mortgage Advisor’s job description involves meeting clients, gathering financial information, researching suitable mortgage products, explaining how these products work, guiding clients through the mortgage application process, liaising with lenders, valuers and solicitors, and keeping up to date with market trends and regulation. National Careers Service+2Prospects+2

In terms of salary, as a baseline a newly qualified mortgage adviser might earn around £20,000 to £30,000 per annum, plus commission. Prospects+1 At the mid-level with experience you might expect between £30,000 and £45,000, and for more senior or well-performing advisers, total earnings (including bonuses/commission) of £50,000 to £70,000 or more are realistic. CeMAP 123+1

With that context in mind, let’s dive into creating a CV that will help you land the interview.

Why the CV matters for a Mortgage Advisor position

Your CV is often your first impression with the employer (be it a bank, building society, mortgage broker or independent advisory firm). It needs to show:

  • That you understand the mortgage industry, products, regulation (for example the Certificate in Mortgage Advice and Practice or CeMAP qualification) and client-facing nature of the role. Wikipedia+1
  • That you have the skills and competence to advise clients, analyse their finances, match them to suitable products, guide them through application and completion.
  • That you bring results – ideally demonstrating how you have helped clients or achieved targets (or that you are primed to do so).
  • That you are professional, structured, trustworthy and compliant (given the regulatory nature of mortgage advice).
    If your CV doesn’t reflect this, you risk being passed over for someone who does.

CV template example for Mortgage Advisor

Here’s a structure you can follow—feel free to tailor it to your experience. I write this as if a UK-based career coaching professional guiding you step by step.

Contact Details (top):
Name
Professional title (e.g. Mortgage Advisor)
Phone number | Email | LinkedIn URL | Location (e.g. Crawley / Greater London)

Personal Statement (2-3 lines):
A short, punchy summary of who you are as a mortgage adviser candidate, what you bring, your key strengths and what you want next. For example:

“Qualified Mortgage Advisor (CeMAP) with three years’ experience delivering tailored mortgage solutions to first-time buyers and portfolio landlords. Skilled in client-relationship management, lender research and compliance. Seeking to join a dynamic brokerage where I can grow my business and deliver outstanding service.”

Key Skills:
Use bullet-points. Examples:

  • Mortgage product research & recommendation
  • Financial assessment & affordability modelling
  • Client relationship-management and sales conversion
  • Lender & solicitor liaison
  • Compliance and regulatory awareness (FCA)
  • Target-driven business development and referrals
  • Excellent communication & negotiation skills

Professional Experience:
List most recent first. For each role, include: job title, employer name, dates, key responsibilities, and crucially achievements/results (quantify where possible). Example:
Mortgage Advisor – XYZ Brokerage, London – Jan 2022 to Present

  • Managed a portfolio of 120 active clients, conducting 30+ face-to-face (or virtual) consultations per month.
  • Researched and recommended mortgage products from 20+ lenders, achieving a 65% conversion rate (industry average 50%).
  • Increased branch written mortgage business by 22% within first 12 months, exceeding target by £1.3 million.
  • Built referral relationships with 5 estate-agent partners, generating 40 warm leads in 2023.
  • Maintained full compliance, with zero regulatory breaches or client complaints.

Education & Qualifications:

  • Certificate in Mortgage Advice and Practice (CeMAP) – [Year]
  • Bachelor of [Subject], University X – [Year] (if applicable)
  • Relevant training or CPD (Continuing Professional Development)

Additional Information:

  • Membership of any professional bodies
  • IT / software skills (eg CRM systems, MS Excel, mortgage calculators)
  • Languages spoken (if relevant)
  • Hobbies/interests (optional – only if they add value)

References:
Available on request.

Advice for Graduates (entry-level Mortgage Advisors)

If you’re a recent graduate or moving into mortgage advice for the first time, your CV needs to reflect your potential more than your track-record. Here’s how to boost it:

  • Emphasise any customer-facing work: part-time jobs, volunteering, societies, etc — show you can communicate and build relationships.
  • Highlight academic achievements, coursework or projects tied to finance, business, economics or mortgage/ housing-related topics.
  • Mention your ambition, willingness to learn, target-orientation and readiness to complete any required qualifications (e.g., CeMAP).
  • Use a section for “Relevant Experience” if you don’t have formal roles: perhaps “Mortgage Advice Internship”, “Financial Services Trainee”, etc.
  • Even if you don’t have results yet, you can say things like: “Achieved high customer satisfaction, managed portfolios of clients”, “met internal performance targets”, etc – realistic and honest.
  • Keep the CV clean, professional and focused on the role: avoid bringing in unrelated hobbies unless they show transferable skills (e.g. “Captain of university debating society – excellent communicator and confident presenter”).
  • Show your willingness to develop your mortgage product knowledge, stay current with regulation and be part of a sales/business development environment.

Advice for Mid-level and Senior Mortgage Advisor/Manager roles

If you’re past the graduate stage and have several years of experience, your CV needs to reflect your achievements, leadership and the value you bring. Consider this:

  • Lead with quantifiable achievements: e.g., “Generated £10 m of mortgage written business in 2024”, “Exceeded target by 35%”, “Grew client acquisition by X%”.
  • Show business development or team leadership: maybe you recruited/mentored junior advisers, managed referrals, built partnership networks (estate agents, solicitors).
  • Demonstrate advanced product knowledge, especially if you deal with more complex cases (buy-to-let, high-net-worth clients, commercial mortgages).
  • Emphasise regulatory and compliance leadership: training junior staff, ensuring FCA compliance, managing risk.
  • If you’re moving into senior/management territory, include strategic achievements: process improvements, use of CRM/data analytics, building a high performing team.
  • Keep your CV structure sharp and professional – senior roles expect clarity, high-level overview and right to the results.
  • Tailor your “Personal Statement” to reflect senior ambitions: e.g. “Seasoned Mortgage Advisor with eight years’ track record in generating five-star client outcomes and driving business growth. Seeking head of mortgage desk role where I can lead a team and expand market share.”

Do’s and Don’ts on a CV for Mortgage Advisor roles

Here are critical “do’s and don’ts” to ensure your CV stands out and avoids pitfalls.

Do’s

  • Do tailor your CV to the role and the employer: use keywords like “mortgage advice”, “lender panel”, “regulatory compliance”, “client journey”, “affordability assessment”.
  • Do quantify your achievements with numbers, percentages, business value written. Employers love measurable results.
  • Do keep the CV clean, professional, easy to read: consistent font, headings, bullet-points, 2 pages max for most advisors (unless senior).
  • Do mention your professional qualification(s) (e.g., CeMAP) and ongoing CPD.
  • Do demonstrate your understanding of the mortgage process, customer service, sales and regulation.
  • Do include relevant keywords for SEO/resume scanning purposes: “mortgage advisor CV example”, “mortgage broker”, “client acquisition”, “compliance”, “lender relationships”.
  • Do proof-read carefully: spelling or grammar mistakes undermine professionalism in the finance sector.

Don’ts

  • Don’t use a generic CV that just lists responsibilities. Without achievements and relevance it will underperform.
  • Don’t overshare irrelevant information — if your previous role was in hospitality and not client finance-related, keep the detail minimal and focus on transferable skills only.
  • Don’t lie or exaggerate your results. In mortgage advice, compliance and integrity matter hugely.
  • Don’t use silly fonts, colours or unprofessional formatting. This is a serious advisory role.
  • Don’t forget to remove outdated or irrelevant experience if it dilutes your focus.
  • Don’t send the same CV to all roles: tailor it slightly for each employer, referencing their lender panel, client focus or regional specifics.
  • Don’t omit your contact detail or LinkedIn URL — many recruiters check online presence.

Closing encouragement

If you follow the structure above, focus on your achievements, incorporate the key skills and keywords for the mortgage advisor sector, and tailor your CV to reflect the value you bring, you will significantly improve your chances of securing an interview. I’ve seen many candidates over my 25+ years of coaching move from hesitant to confident, from overlooked to appointed — and you can too.

If you’d like personalised support, I’d be very happy to help. Book an appointment to have your CV and LinkedIn profile professionally reviewed and optimised for the mortgage advisor job market: Book an appointment

Here’s to your next career step — go confidently, be prepared, and let your CV reflect your very best. With best wishes,
Jerry Frempong

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