Working within the financial sector, mortgage advisors help people secure their dream home. Whether they work independently or for a particular mortgage provider, these professionals need to have an in-depth knowledge of the housing market. They must also be reliable enough to handle large amounts of sensitive data.

If you’re writing your mortgage advisor CV, it can be difficult to know how to sum up your experience. The good news is that myPerfectCV can help. We’ve helped mortgage advisors like you take the next step in their careers, thanks to our recruiter tips, professional templates, and top-rated mortgage advisor CV example.


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    Mortgage advisor CV templates

    Create curb appeal with a personal statement for your mortgage advisor CV

    Your personal statement, also known as a personal summary, is one of the most important sections of your CV. In just 2-3 sentences, your personal statement needs to provide an outline of your professional background and show your recruiter why you’re a strong candidate for the role.

    Make sure to include details of your current position, most impressive achievements, and most competitive skills. You should also confirm that you’re CeMAP-qualified. This will save your recruiter from having to scan your entire CV to find out.

    Mortgage advisor CV tips

    Your mortgage advisor resume shouldn’t be a hard sell. Discover how to present your skills, experience, and education by following our top tips below.

    • Crunch the numbers

      As a mortgage advisor, you’re no stranger to facts and figures. To show your recruiter you can handle numbers, make sure to include impressive metrics from your previous positions in the work experience section of your CV. This could be your customer satisfaction rating, the size of your average mortgage application, or the number of financial statements you reviewed per month.

    • Highlight your mortgage advisor qualifications

      Although you don’t necessarily need a degree to become a mortgage advisor, you do need to complete the Certificate in Mortgage Advice and Practice (CeMAP). Your recruiter will probably skim your personal statement before deciding whether to read the rest of your CV, so highlight this qualification at the top of your application to leave them in no doubt you’re fully trained for the role.

    • Proofread your application

      To succeed in a mortgage advisor job role, you need to have an excellent eye for detail – and never fall foul of the small print. A typo on your CV could suggest you don’t check your documents carefully, so always proofread your application before you hit ‘submit’.

    • Use a professional template

      If you want your mortgage advisor cover letter and CV to stand out from the crowd, always use a professional template from a mortgage advisor CV sample. Not only will this make it much easier for your recruiter to read, but it will also enable you to fit more information on just one page.

    • Show some personality

      Mortgage advisors might spend a lot of their time reviewing financial statements, but they also play a pivotal role in people’s search for their dream home. This means that strong interpersonal skills are a must, so use positive language to describe your communication style and work ethic when writing your personal statement.

    Mortgage advisor skills to include in your CV

    Mortgage advisor skills range from communication to computer skills. Discover what else your recruiter wants to see on your CV below.

    Must-have skills for your mortgage advisor

    • Communication
    • Customer service
    • Numeracy
    • Knowledge of the property market
    • Administration
    • Computer skills

    Bonus skills that will help you stand out

    • Organisation
    • Negotiation
    • Time management
    • Confidentiality
    • Financial compliance

    Top FAQs about your mortgage advisor CV

    What is a mortgage advisor role?

    Mortgage advisor roles are responsible for helping their clients find mortgage products that work for them. On a day-to-day basis, the mortgage advisor job description includes meeting with clients to discuss their financial situation, explaining how the mortgage application process works, making sure that your clients can afford the mortgage you suggest, following regulations from the FCA (Financial Conduct Authority), and acting as the middleman between customers and third-party mortgage providers.

    What skills do you need to be a mortgage advisor?

    To become a successful mortgage advisor, you’ll need a particular combination of hard and soft skills. Because you’ll be advising clients on sensitive financial matters, a clear and confidential communication style is key. You will need to be able to convey financial information as accurately as possible and be respectful of your clients’ needs. Additionally, you should have an excellent customer service manner and feel confident reviewing financial documents.

    What qualifications do I need to be a mortgage advisor?

    Unlike other positions in the financial sector, it’s not compulsory to have a degree to become a mortgage advisor. However, you do need to have passed the Certificate in Mortgage Advice and Practice (CeMAP) – a compulsory industry qualification. To pass the CeMAP, you will need to sit a series of exams over a number of years and will usually study alongside a full-time position.

    What are the mortgage advisor working hours?

    Mortgage advisors will typically work 35-40 hours a week. However, you might not work the standard 9-5. This is because you’ll need to meet regularly with clients, who might not be available for appointments during the week. You may need to be prepared to carry out regular weekend or evening work. 

    What is a typical mortgage advisor salary?

    According to, the average starting salary for a mortgage advisor in the UK is between £22,000 and £25,000. This can rise to around £45,000-£70,000 (including commission) once you have more experience.

    Home in on your mortgage advisor CV today

    If you’re ready to find your next mortgage advisor position, you’ll need myPerfectCV. We have everything you need to create a stand-out CV – from top tips and templates to our proven CV builder tool. It’s quick and easy to get started today!


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