Mortgage Broker CV Example & Job-Winning Guide

Start with your contact details

Your contact details sit at the very top of your mortgage broker CV. Think of them as your business card. They show the employer how to contact you.

Include the following information on your mortgage broker CV:

• Full name – Use your first and last name only (no nicknames).
• Professional title – For example: Mortgage Broker, Mortgage Advisor, or Financial Consultant.
• Phone number – Use your mobile number and double-check that it’s up to date.
• Email address – Keep it professional (avoid casual usernames).
• Location – Include your city and (optionally) county, e.g., Manchester, Greater Manchester. Full addresses are no longer necessary.
• LinkedIn profile (optional) – Add this only if your profile is complete and professional.

Write a strong personal statement

Your personal statement (also called a CV summary or profile) is a short paragraph at the top of your mortgage broker CV that introduces you to employers. It should tell the recruiter who you are, what you bring to the role, and what makes you the best candidate. Use this section to highlight your experience, key achievements, and professional goals in a confident, concise way.

A great personal statement for a mortgage broker should:

• Summarise your years of experience and key strengths (e.g., client relations, loan structuring, or financial advising).
• Include a quantified achievement to make your impact clear (e.g., “helped clients secure over £10M in approved mortgages”).
• Mention any certifications or licences, like CeMAP, that establish your credibility.
• End with a short statement about your career goals or the type of organisation you’d like to work for.

Highlight your work experience

The work experience section is the backbone of your mortgage broker CV. It shows recruiters that you not only understand the industry but also have a proven history of helping clients secure the right mortgage deals. This is your opportunity to demonstrate the value you’ve brought to past employers and clients.

List your experience in reverse chronological order, starting with your most recent position. For each role, include:

• Job title
• Company name and location
• Dates of employment (month and year)
• 3–5 bullet points describing your achievements and key responsibilities

Use the STAR method (Situation, Task, Action, Result) to structure each bullet point. Focus on measurable results that align with the job description. Employers love to see evidence of your success.

List skills in a mortgage broker CV

The skills section is where you show the full range of abilities that make you an effective mortgage broker. Employers look for a mix of hard skills, which are the technical abilities needed to do the job, and soft skills, which demonstrate how you work with clients and colleagues.

Aim for around 6–10 skills that reflect your expertise and match what’s listed in the job description. Use the same wording as the job ad when possible. Many employers use Applicant Tracking Systems (ATS) that scan CVs for specific keywords. Including the right skills improves your chances of passing the initial screening.

Detail your education

Your education section should show that you have the academic background and professional understanding required for a career in financial services. For mortgage brokers in the UK, formal education is often complemented by professional qualifications, but even without a degree, a strong foundation in finance, business, or economics will help your mortgage advisor CV stand out.

List your education in reverse chronological order, starting with your most recent qualification. Include:

• Degree or qualification title
• Institution name and location
• Dates attended (month and year)

If you’re early in your career, you can also mention relevant coursework or projects, such as modules in financial management, business law, or customer service. Keep this section concise. If you’ve completed further studies or industry training, you can expand on those in a separate section for certifications and professional development.

Add bonus sections to your mortgage broker CV

Bonus sections help you showcase additional qualifications, memberships, or achievements that set you apart from other candidates. Choose 1–3 extra sections that best strengthen your application. Here are some popular choices for a mortgage advisor CV:

• Certifications and licences – Include any professional certifications that prove your expertise. In the UK, the CeMAP (Certificate in Mortgage Advice and Practice) is essential for mortgage brokers. Other relevant qualifications, like compliance or financial regulation training, can also be listed.
• Professional memberships – Highlight your involvement in recognised financial or professional organisations. This shows your commitment to maintaining high standards and staying current with industry developments.
• Awards and achievements – Use this section to demonstrate recognition for your work, such as sales awards, performance accolades, or professional milestones. Mention measurable results if possible.
• Volunteer experience or community involvement – Show your dedication to ethical practice and community support by including unpaid roles that involved financial education, client guidance, or mentoring.
• Professional development and training – Showcase relevant workshops, courses, or continuing education programmes that demonstrate your commitment to staying up to date with industry changes, regulations, or technology (for example, advanced lending software or compliance training).
• Technical proficiency – List the tools and platforms you’re confident using in your daily work. This could include CRM systems, financial analysis software, or mortgage platforms such as Twenty7Tec, Mortgage Brain, or Trigold.