Job Description

Benefits

Pulled from the full job description

• Sick pay
• Company pension
• Company events

Head of Financial Services – Leeds - £40,000 - £50,000 basic salary (DOE) plus comms

CityRise is a fast-growing property investment business, specialising in off-plan opportunities across the UK. As part of our continued growth, we are launching a dedicated mortgage arm to support our clients through the full investment journey.

This is an exciting and unique opportunity to play a key role in building a new, high-performing division within the business.

What’s on offer

• Negotiable basic salary depending on experience
• Comms structure based on banked income
• A constant flow of qualified leads and a vast investor and landlord database
• Monday – Thursday 09:00 – 17:30 and Friday 09:00 – 17:00
• 28 days holiday + 3 bonus days at Christmas
• Birthday off + additional holiday for each year of service
• Annual pay review & progression opportunities
• Regular team socials and company events
• Pension and sick pay

Role Overview

As this is a brand new division, we ideally want someone who also has the commercial acumen to build and run the department, but this is not essential.

We are looking for an experienced and driven Mortgage Advisor to join our Leeds office. This individual will be responsible for advising clients on suitable mortgage products, managing applications from enquiry to completion, and delivering a high-quality, compliant service.

The role will work closely with the sales and lettings teams, supporting both property investors and landlords, and will play a key part in shaping the success of the new mortgage division.

Key Responsibilities

Client Advisory & Sales

• Provide expert mortgage advice to clients, including property investors and landlords
• Assess client needs and recommend suitable mortgage products
• Convert warm leads generated internally into completed mortgage applications
• Build strong relationships with clients and maintain a high level of service

Mortgage Processing

• Manage the full mortgage process from initial enquiry through to completion
• Gather and review client documentation
• Liaise with lenders, solicitors, and other third parties
• Ensure applications are submitted accurately and efficiently

Compliance & Regulation

• Ensure all advice and processes comply with FCA regulations
• Maintain accurate and up-to-date client records
• Keep up to date with changes in mortgage products and regulations

Collaboration & Growth

• Work closely with the sales and lettings teams to maximise conversion rates
• Provide guidance to staff on mortgage-related matters
• Contribute to building processes and systems for the new mortgage division
• Support future growth, including potential team expansion

Required Skills & Experience

• Minimum 2 years experience as a Mortgage Advisor / Broker
• Fully CeMAP qualified (or equivalent)
• Strong knowledge of mortgage products and the UK lending market
• Proven ability to convert leads and achieve targets
• Excellent communication and relationship-building skills
• Highly organised with strong attention to detail
• Experience working with property investors (desirable)

A bit about us

Our truly amazing HQ is located in the fastest growing part of Leeds City Centre, The South Bank Project, which is just next to Granary Wharf!

We have also just secured our new office in London, which will be the home for our brand new Sales Team based in the south!

In addition to the great working spaces we also have an amazing area for down time. The first floor includes a fully fitted kitchen and dining area, chill out areas, a pool table and a fully stocked bar which is used at appropriate times.

After seeing a clear gap in the market for an honest and transparent property investment agency, the CityRise founders combined their industry experience and far-reaching market knowledge to bring property investors the best opportunities across the UK.

Now in our sixth year, CityRise has continued with the same ethos it was founded upon; tailor-making the best property investment solutions across the UK to suit our client’s short term and long term investment goals.

As a company, we adopt an authentic and personal approach whilst guiding our clients to the right investment. Regardless of whether our clients are adding to an existing portfolio, or are a first-time investor, our team of experts provide support from start to finish. All our clients receive independent, professional advice whilst we search the market for the property that best suits them and their strategy and goals

Job Types: Full-time, Permanent

Pay: £70,000.00-£90,000.00 per year

Benefits:

• Company pension
• Sick pay

Application question(s):

• Are you currently in a Mortgage broker role?

Licence/Certification:

• CeMap (required)

Work Location: In person