Manx Technology GroupSmart Island
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Mortgage Advisor - 34636

Full TimePermanentNot specifiedFinance
Posted 15 March 2026Closes 22 April 2026

Job Description

Our client is seeking a Mortgage Advisor to join their established and experienced team on a permanent, full-time basis. The role involves a commitment of 37 hours per week, with flexible working arrangements considered for the right candidate. Reporting to the Operations Manager, this position requires a professional who is qualified to CeMAP level or possesses an equivalent qualification. While prior experience with local lenders is advantageous, it is not essential, as comprehensive training on a wide range of mortgage products from various lenders will be provided. The ideal candidate will demonstrate a friendly and personable demeanour, possess strong organisational skills, and excel in customer service. You will engage with clients regularly, providing advice both in-person and over the phone. This is an exciting opportunity for those eager to further their career in mortgage advisory services. Please email team@itchyfeet.im or follow the link for further information and for details on how to apply https://itchyfeetoffshore.com/jobs/34636-mortgage-advisor-isle-of-man/

Automation Risk

Automation probabilityi42%
AI exposure (AIOE)i68%

This role features a mix of routine (application processing, compliance) and augmented (client intake, product research) tasks, with core advisory and relationship-building work remaining human-centric. AI and automation can streamline administrative and data-driven aspects, but the need for trust, empathy, and nuanced advice keeps full automation risk moderate. GenAI tools can significantly augment information gathering, product selection, and communication, resulting in a high AI exposure score.

Task analysis

  • Interview clients to assess their financial situation and mortgage needs.
  • Provide tailored mortgage advice to clients in-person and over the phone.
  • Research and recommend suitable mortgage products from a range of lenders.
  • Prepare and submit mortgage applications on behalf of clients.
  • Ensure compliance with regulatory requirements and maintain accurate records.
  • Follow up with clients and lenders to track application progress and resolve queries.
  • Maintain up-to-date knowledge of mortgage products, rates, and market trends.
  • Deliver excellent customer service and build long-term client relationships.

Automatable AI-assisted Human-only

Occupational Classification

✨ Bright Outlook🇬🇧 UK Skilled Worker Visa Eligible
UK SOC2020: 3544Finance and investment analysts and advisers
O*NET: 13-2052.00 Personal Financial Advisors
AI analysis: 15 March 2026

UK Salary Benchmark

Financial service activities, except insurance and pension funding · ONS ASHE 2024 annual earnings

scale £90k
UK sector median
£58,597
UK sector mean
£86,468
£0£23k£45k£68k

👤 For Candidates

AI & future-of-work guidance

🤖 Enhance with AI

  • Leverage AI tools for rapid lender product comparison
  • Use chatbots to streamline client intake and queries
  • Automate compliance checks and document preparation

📈 Disruption outlook

12%1 yr
28%5 yrs
54%10 yrs

% risk of significant disruption

🎓 Learn now

📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)

🏢 For Employers

Strategic hiring options & technology alternatives

🔄 Alternatives

💻 TechnologyMortgage CRM platforms

Automate application tracking and client communications

🤖 AI AgentGenAI chatbots

Handle initial client queries and document requests

🔀 RestructureHybrid advisory model

Blend human advice with automated product research

Recommendation

Augment role

AI can streamline admin tasks, but human trust remains essential for advice

Microsoft Copilot & M365

Copilot for Word

Draft client communications and advice letters

Power Automate

Automate compliance checks and document workflows

Copilot for Excel

Analyse mortgage products and client data efficiently

Key Skills

Customer and Personal ServiceAdvancedClient Relationship ManagementAdvancedAttention to DetailAdvancedRegulatory ComplianceIntermediateTime ManagementIntermediateCritical ThinkingIntermediateSales and MarketingIntermediateSpeakingAdvancedReport WritingIntermediateMicrosoft OfficeIntermediateMortgage Product KnowledgeIntermediate

Knowledge Areas

Customer Relationship ManagementFinancial Services IndustryEconomics and AccountingRegulatory ComplianceReporting and DocumentationFinance and BudgetingBusiness Ethics and Professional Standards

O*NET Competency Skills

Active ListeningReading ComprehensionSpeakingWritingCritical ThinkingComplex Problem SolvingJudgment and Decision MakingMathematicsService OrientationSocial PerceptivenessPersuasionSystems AnalysisSystems EvaluationActive LearningMonitoring

Alternative Career Paths

Financial Advisor85% match

Advise clients on a broader range of financial products and investment strategies beyond mortgages.

Mortgage Underwriter75% match

Assess and approve mortgage applications based on risk and compliance criteria.

Bank Branch Manager65% match

Oversee branch operations, staff, and customer service in a retail banking environment.

Compliance Officer60% match

Ensure organizational adherence to financial regulations and internal policies.

Also Consider

🔥 Hot Technologies

In-demand tools for this occupation (O*NET)

Salesforce softwareMicrosoft PowerPointMicrosoft AccessMicrosoft SQL ServerStructured query language SQL

Work Activities

General work activities from O*NET

  • Getting Information
  • Analyzing Data or Information
  • Working with Computers
  • Establishing and Maintaining Interpersonal Relationships
  • Making Decisions and Solving Problems
  • Processing Information
  • Updating and Using Relevant Knowledge
  • Interpreting the Meaning of Information for Others
  • Communicating with People Outside the Organization
  • Documenting/Recording Information
  • Organizing, Planning, and Prioritizing Work
  • Evaluating Information to Determine Compliance with Standards
  • Providing Consultation and Advice to Others
  • Developing Objectives and Strategies
  • Communicating with Supervisors, Peers, or Subordinates

Anthropic Economic Index

Real-world AI adoption data from millions of Claude conversations · Dataset ↗

CC-BY Research

Observed Claude Usage

35%

of conversations

Classic Auto. Risk

58%

Frey & Osborne

Job Zone

4/5

Considerable prep

O*NET Median Salary

£70k

US ref. $89k · fx 0.79

Occupational family: Business and Financial Operations

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