We’re looking for an experienced mortgage adviser to join our busy financial planning team.

About AG

Albert Goodman is a firm of Financial Planners, Chartered Accountants and Tax Consultants, providing high-quality advice to over 5000 local and national businesses and individuals.

We are friendly, fair and forward thinking with a can-do attitude. We collaborate to achieve, and pride ourselves on being trustworthy, progressive and impactful.

Our people are vital to our continued success and we are always looking to train and develop individuals who could be our future Partners and leaders.

What sets us apart

A career at Albert Goodman can be a varied and rewarding one. We embrace future change and development. By hiring from within and investing in a range of training programmes, we give you the chance to develop and evolve your career, no matter which route you want to take.

We form inclusive relationships that deliver. We celebrate difference and empower people to bring new ideas, solutions, and perspectives.

We make a positive difference to those with whom we work, as well as in our communities and the environment.

We are proud that we are a Best Companies 2021 “Outstanding Place to Work”, top 50 employer in the Southwest, and one of accountancy’s 10 best firms to work for. We were also voted one of the “Best Financial Advisers to Work For” in the 2022 Professional Adviser awards.

We offer a fantastic place to work in the Southwest with a competitive and flexible benefits package.

The role

We’re looking for an experienced mortgage adviser to join our busy financial planning team.

Within this role you will provide direction and mortgage advice to a portfolio of clients, from business owners to high net worth clients and family members. You will also focus on the associated life assurance work that accompanies this.

This is a new service that we will be bringing to our financial planning offering, and you will work initially on internal referrals from within Albert Goodman LLP. Based in our Taunton office, we would also look for you to reach out across all of our 6 offices to build key relationships and promote this service.

What we need from you

  • We’re looking for an experienced mortgage adviser, ideally with a brokering background, however a banking background would also be considered
  • For you to be CAS CEMAP qualified
  • The ability to cover equity release
  • Commitment to developing the role
  • Commercial focus, with experience in a fee based environment and working amongst professional connections
  • Excellent people skills and the ability to demonstrate outstanding customer service to clients and inspire others to do the same
  • Proactivity, and the ability to network and develop the business and team, whilst building quality relationships


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