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.