Mortgage and Protection Adviser

Overview

In this role you will build and manage your own client base within a supportive branch, driving mortgage and protection opportunities. You’ll collaborate with the Estate Agency and internal teams to deliver a seamless customer journey and achieve strong KPI results. The position offers clear progression, training, and a lucrative uncapped commission structure. You’ll engage with diverse clients, present solutions on camera, and uphold excellent service throughout the client lifecycle.

Pay / Benefits

• OTE 40,000–60,000+
• uncapped commission
• guaranteed monthly payments up to 6 months
• company car or £250 monthly car allowance
• company laptop
• dedicated training and coaching

Responsibilities

• Generate and grow your own client relationships and business, maximizing branch opportunities
• Follow up on in-branch leads and maximise value from each client
• Generate leads and work independently while aligning with Estate Agency, Admin, Training, Compliance, and Divisional Sales Director teams
• Provide exceptional client care from initial contact to post-sale support
• Collaborate with peers to identify referral opportunities and maintain high customer engagement

Key requirements

• CeMAP qualification or equivalent
• Experience in Mortgage and Protection Advising
• Legal entitlement to live and work in the UK
• Evidence of right to work (Passport/Birth Certificate)
• Proof of Address
• National Insurance
• Full UK Driving Licence

• Engaging with people from diverse backgrounds
• Strong multitasking and task management
• Relationship maintenance and clienteling
• Effective communication across email, phone, face-to-face, and video
• Accountability for KPIs and proactive opportunity seeking
• Collaborative mindset and team coordination

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