Mortgage Broker - #2167937

Company Description Pioneer Mortgage and Protection Limited is a specialist mortgage and protection firm based in Formby, serving clients across Liverpool, the Northwest, and the wider UK. The company sources mortgages from a comprehensive range of leading UK providers, focusing on identifying suitable deals tailored to each client’s needs. Pioneer supports a wide variety of clients, including first-time buyers, those renewing existing mortgages, and landlords building property portfolios. The team brings over 50 years of combined experience in financial services, offering knowledgeable, client-centered advice in a professional setting.

Role Description This Mortgage Broker role is based in Formby, Liverpool but is a hybrid role. The Mortgage Broker will meet with clients to assess their financial situations, explain mortgage options, and recommend appropriate products from a broad panel of UK lenders. Daily responsibilities include preparing and submitting mortgage applications, liaising with lenders and other stakeholders, and ensuring all documentation meets regulatory and compliance standards. The role also involves supporting clients with protection and related financial products, maintaining accurate records, and contributing to the firm’s reputation for clear, ethical, and client-focused advice. The successful candidate will work closely with the team to uphold service quality and assist in building long-term client relationships.

Qualifications

• Candidates should possess strong Mortgage Brokers and Brokerage skills, with experience advising clients on suitable mortgage products.
• Candidates should possess Finance and Debt Consolidation skills, enabling them to assess affordability and support clients in restructuring existing borrowing where appropriate.
• Candidates should possess Mortgage Marketing skills, with the ability to communicate services clearly and help attract and retain clients.
• Candidates should possess excellent communication, client relationship management, and negotiation skills.
• Candidates should possess strong attention to detail, organizational skills, and the ability to work accurately within regulatory and compliance frameworks.
• Relevant professional qualifications in mortgage advice (e.g., CeMAP or equivalent) and prior experience in financial services or mortgage brokerage are highly beneficial.
• Familiarity with UK mortgage regulations, lender criteria, and protection products is an advantage.