06th August, 2025
�� Remortgage Specialist Adviser
Salary: £40,000 per year + Quarterly & Annual Bonuses
Location: Gateshead or Rickmansworth (Office-Based)
Job Type: Full-time, Permanent
�� Make an Impact - Every Day
At Heron Financial, we're more than award-winning mortgage brokers. We're a proud Certified B Corporation, driven by purpose, progress, and doing the right thing. We help people secure a better financial future—and we're growing fast.
We're now looking for an experienced and driven Remortgage Specialist Adviser to join our talented team. If you're someone who thrives in a high-volume environment, cares about client outcomes, and wants to work in a supportive, forward-thinking firm, we want to hear from you.
�� Role Summary
- Working Hours: Monday to Friday (with occasional rotating weekend cover - approx. 1 day every 6 weeks)
- Reports To: Sales Director
- Holiday: 28 days (inclusive of Bank Holidays) + Birthday Day Off
- Training: Full training on internal systems and client handover processes
�� What You'll Be Doing - Managing a high volume of remortgage enquiries from an established and well-qualified lead source
- Progressing clients from initial conversation through to mortgage application submission
- Educating clients on the benefits of financial protection and referring them to our specialist in-house Protection Advisers
- Achieving and maintaining rolling targets:
- 35+ mortgage applications submitted per month
- 80%+ conversion from opportunity to submission, on a rolling basis
- Collaborating with colleagues to deliver an outstanding client experience
- Keeping client records and activity up to date on our proprietary CRM platform
�� What We're Looking For - CeMAP qualified (or equivalent - e.g., Cert CII (MP))
- Previous experience working in mortgage advice, ideally in a high-volume or remortgage role
- Strong communicator who's confident with clients and comfortable building rapport quickly
- Highly organised and able to manage a busy caseload efficiently
- Motivated to hit clear performance metrics (volume + conversion) while maintaining quality
- Collaborative and professional - we do things as a team
�� What's In It for You? - £40,000 base salary, depending on experience
- Quarterly bonuses linked to protection referral performance
- Annual performance bonus for consistently exceeding volume and quality benchmarks
- 28 days holiday, including Bank Holidays
- Birthday day off
- Access to EAP and internal mentoring programme
- Casual dress, friendly team, and purpose-led culture
- Be part of a business that's pushing boundaries in tech, client care, and ethical impact
�� Why Heron Financial? �� Purpose-Led Culture As a
Certified B Corporation, we meet the highest verified standards of social and environmental impact. Every client conversation and internal process is built around doing the right thing.
�� Innovation Meets Simplicity We invest in tech and AI to make the remortgage process smarter and simpler—for both clients and our advisers.
�� A Truly Supportive Team Expect warmth, not suits. You'll work closely with experienced professionals who care about your success and wellbeing.
�� Recognised for Results With over
2,000 5-star reviews on Google and Trustpilot, our reputation speaks for itself.
⚖️ Equal Opportunities Statement We are committed to equality of opportunity for all staff. Applications are encouraged from individuals regardless of age, disability, sex, gender reassignment, sexual orientation, race, religion or belief, and marriage or civil partnership.
�� Corporate Social Responsibility (CSR) We embed
sustainability, inclusion, and ethical conduct into our day-to-day. Whether it's team volunteering, carbon offsetting, or open-door policies, you'll be working in a business committed to people and the planet.
Apply For Job