Manx Technology GroupSmart Island
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Mortgage Advisor

Full TimePermanentNot specifiedAdministration
Posted 15 March 2026Closes 20 March 2026

Job Description

Our client seeks a Mortgage Advisor to join their growing team. You will join an established experience team of Advisors and must have mortgage experience and be qualified to CeMAP level or equivalent. This is a fantastic opportunity to join a leading organisation in a varied role, with excellent career prospects and staff benefits. Key Responsibilities: Providing Mortgage advice to clients both face to face, via e-mail and by telephone. Processing and submitting Mortgage applications. Liaising with other team members and providing support and assistance where required. Providing advice on life assurance, critical illness cover and health protection products. Processing and submitting insurance applications. Contribute to team discussions regarding business development, new processes, company updates, charity/social events etc. Providing clients with a high level of customer service in all communications. Use of computer systems such as Word, Excel, Access and on-line quoting systems Key Skills & Experience: Qualified to CeMAP level or equivalent. Mortgage experience is essential. Friendly and personable demeanour. Excellent organisation skills. Comfortable speaking with clients in person and over the phone. Great customer service skills. If you have the required skills please apply online at searchandselect.com quoting reference number: 15979

Automation Risk

Automation probabilityi48%
AI exposure (AIOE)i67%

Many tasks in this role, such as processing applications and maintaining records, are routine and amenable to automation via mortgage origination and insurance platforms. However, core advisory, client relationship, and team collaboration tasks require human judgment, empathy, and regulatory understanding, limiting full automation. GenAI tools can augment advice delivery, documentation, and customer service, resulting in a moderate-to-high AI exposure score.

Task analysis

  • Provide tailored mortgage advice to clients in person, by phone, and via email.
  • Process and submit mortgage applications using internal and external systems.
  • Liaise with team members to provide support and assistance on complex cases.
  • Advise clients on life assurance, critical illness cover, and health protection products.
  • Process and submit insurance applications for clients.
  • Contribute to team discussions on business development, process improvements, and company updates.
  • Deliver high-quality customer service in all client communications.
  • Maintain accurate records and documentation using Microsoft Office and online quoting systems.

Automatable AI-assisted Human-only

Occupational Classification

✨ Bright Outlook🇬🇧 UK Skilled Worker Visa Eligible
UK SOC2020: 3532Financial and insurance advisers
O*NET: 13-2052.00 Personal Financial Advisors
AI analysis: 15 March 2026

UK Salary Benchmark

Office administrative, office support and other business support activities · ONS ASHE 2024 annual earnings

scale £50k
UK sector median
£34,855
UK sector mean
£49,618
£0£13k£25k£38k

👤 For Candidates

AI & future-of-work guidance

🤖 Enhance with AI

  • Leverage AI tools for faster application processing
  • Use GenAI to draft personalised client communications
  • Automate routine record-keeping with workflow software

📈 Disruption outlook

15%1 yr
35%5 yrs
55%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

🤖 AI AgentMortgage Origination Platform

Automates application processing and document management

💻 TechnologyCRM Automation

Streamlines client follow-ups and communications

Recommendation

🔀 Hybrid approach

Automation aids routine tasks; human advice essential for compliance and trust

Microsoft Copilot & M365

Power Automate

Automate application and document workflows

Copilot for Word

Draft client letters and advice documents

Power BI

Visualise client data and business metrics

Key Skills

Customer and Personal ServiceAdvancedClient Relationship ManagementAdvancedSpeakingAdvancedAttention to DetailAdvancedAdministration and ManagementIntermediateMicrosoft OfficeIntermediateMicrosoft ExcelIntermediateReport WritingIntermediateRegulatory ComplianceIntermediateFinancial ReportingIntermediateMortgage AdviceExpert

Knowledge Areas

Banking Products and ServicesFinancial Regulations and ComplianceCustomer Relationship ManagementFinance and BudgetingReporting and DocumentationData Analysis and ReportingBusiness 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 Advisor90% match

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

Insurance Advisor80% match

Specialize in advising clients on insurance products and risk management.

Bank Branch Manager70% match

Oversee branch operations and lead a team of financial service professionals.

Compliance Officer65% 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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