Mortgage Advisor

Overview

About Selina
At Selina Finance, our mission is to provide exceptional value with simple and flexible financial products. We are building a next-generation digital lender targeting homeowners across the UK. We aim to unlock the £2tn of equity tied up in UK homes and offer a financing product that is as flexible as a current account, as affordable as a mortgage, and as easy to apply for as a consumer loan.

We are building an incredible team and culture of high performance, development, reward and recognition, ready for the next phase of our adventure. This is where you come in.

We have several achievements to be proud of, including: 19 nationalities across our London + Manchester offices; recognition as a fast-growing UK business; industry awards for workplace culture; and certifications such as Disability Confident and BCorp.

As a Mortgage Advisor at Selina Finance, you will manage your own pipeline of customer applications from lead to completion, providing expert advice. Your focus will be on delivering outstanding customer service, meeting individual sales targets, and ensuring full regulatory compliance. You will guide customers through complex financial decisions with integrity, transparency and professionalism.

• Manage an active pipeline of secured loan applications, from initial enquiry through to completion.
• Deliver tailored advice based on customers' financial needs and eligibility.
• Meet and exceed personal sales targets and conversion goals, contributing to overall business performance.
• Explain interest rates, repayment terms, fees, and affordability assessments clearly to customers.
• Maintain high-quality customer communication and a positive journey throughout the process.
• Proactively follow up on new leads and action opportunities promptly and professionally.
• Maintain accurate records in CRM systems with real-time updates on interactions and progress.
• Collaborate with case managers and underwriters to ensure smooth progression and early resolution of issues.
• Address concerns proactively to maximise case completion success.
• Operate within FCA guidelines and adhere to Consumer Duty, GDPR, and AML policies.
• Assess and document customer affordability and suitability to protect both customer and business.
• Stay current with changes in secured lending regulations and product criteria (CPD).
• Coordinate with internal teams to keep cases progressing smoothly.
• Provide performance insights and customer feedback to shape improvements.
• Consistently hit agreed KPIs and participate in training and development to improve advisory skills.

• Proven experience in secured loan or mortgage advice within a regulated environment.
• Strong understanding of FCA rules, secured lending practices, affordability, and risk assessment.
• CeMAP qualified.
• Excellent verbal and written communication with the ability to simplify complex information.
• Highly motivated with a customer-first mindset and a drive to achieve targets.
• Competent in using CRM and lead management systems.

• £30,000 - £32,000 base salary, depending on experience
• 25 days' annual leave, plus bank holidays
• 30 days’ work-from-anywhere allowance
• Bi-annual discretionary bonus and commission
• Volunteering allowance, growth shares, and annual L&D budget
• Cycle to work scheme and 3% pension contribution
• Monthly socials and mental health support via Spill
• Benefits through the Thanks Ben platform, including annual cycle allowance and nursery benefit

Our values underpin how we work together as a high-performing team, driving our growth and success:

• Take Ownership – We act as owners, make decisions in the best interest of the company, and deliver with a bias for action.
• Customer Obsessed – We prioritize the customer experience and strive to resolve challenges efficiently.
• Drive Change – We embrace change and continuously seek improvements.
• Empower Our Team – We value collaboration and teamwork to achieve great outcomes.

We are an equal opportunities employer and are committed to ensuring no applicant or employee is disadvantaged by gender, age, disability, religion, belief, sexual orientation, marital status, race, or other non-justifiable criteria. We welcome applications from underrepresented categories and provide feedback to candidates after interviews where possible.