Mortgage and Protection Adviser

Overview

As a Mortgage and Protection Adviser, you drive client outcomes by building trusted relationships and providing tailored mortgage and protection solutions. You work closely with cross-functional teams and Estate Agency partners to convert leads into meaningful financial plans. You’ll manage multiple opportunities, maintain high service standards, and leverage a strong personal brand to reach a wide audience. This role combines client-facing advisory work with ongoing development and a clear career path, within a supportive, performance-driven environment.

Pay / Benefits

• On target earnings 40,000–60,000+
• Uncapped commission
• Company car or 250 monthly car allowance
• Company laptop
• Bespoke digital marketing package
• Dedicated training and coaching

Responsibilities

• Generate and maintain your own client relationships and business, leveraging in-branch opportunities
• Follow up on in-branch leads and maximise value from each client
• Generate your own leads and business
• Collaborate with Estate Agency, Admin, Training & Development, Compliance, and Divisional Sales Director to streamline client processes
• Provide exceptional client care and end-to-end service, going above and beyond for customers

Key requirements

• CeMAP qualification or industry equivalent
• Experience in Mortgage and Protection Advising
• Legal right to live and work in the UK
• Proof of address, National Insurance, Full UK Driving Licence
• (subject to probation)

• Engaging with diverse people
• Multitasking and managing multiple responsibilities
• Relationship maintenance and stakeholder management
• Strong communication across emails, phone, in-person, and video
• Mortgage and Protection advising

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