Mortgage and Protection Advisor

Mortgage & Protection Adviser

£35,000 – £37,500 per annum + bonus | 35 hours per week

An established and growing financial services firm is expanding and is seeking to appoint an ambitious and client-focused Mortgage & Protection Adviser to join its advisory team.

This opportunity would suit an experienced adviser who enjoys building long-term client relationships, delivering high-quality advice, and working within a professional, compliant, and supportive environment.

The Role

The Mortgage & Protection Adviser will provide informed, tailored advice on mortgage and protection solutions, ensuring clients receive guidance that meets their individual needs and circumstances. The role requires a blend of technical knowledge, relationship management, and a strong commitment to compliance and service excellence.

CeMAP qualification required, with the ability to provide mortgage advice and a minimum of two years’ experience as a mortgage broker in mortgages and protection.

Key Responsibilities

• Developing and maintaining strong client relationships to support ongoing business flow
• Providing mortgage and protection advice aligned to individual client circumstances
• Preparing technical recommendations and professional client presentations
• Running and managing client meetings from initial fact-find through to completion
• Producing accurate meeting notes and compliant documentation
• Generating new mortgage and protection business to meet agreed targets
• Working closely with the Technical Manager to ensure all regulatory and compliance standards are met
• Ensuring all client requirements are followed through to a successful conclusion
• Undertaking continuous professional development to meet regulatory and personal development needs

Additional Information

• The role will involve regular travel to client meetings, with occasional work outside standard office hours
• The adviser is expected to remain up to date with industry, legislative, and regulatory changes affecting clients and the business

What’s on Offer

• Competitive salary of £35,000 – £37,500 per annum, plus bonus
• 35-hour working week, offering hybrid working hours.
• A professional and supportive working environment with a strong compliance culture
• The opportunity to join a growing business with long-term career prospects

Apply now for immediate consideration.