Mortgage Adviser

If you’re passionate about both Mortgages and Protection, this opportunity is perfect for you!

Mortgage and Protection Adviser
As a Mortgage & Protection Adviser, you’ll play a key role in identifying client’s mortgage and protection needs, conducting thorough research to explore suitable options, and presenting tailored solutions based on their requirements, affordability, and eligibility.

Your position will primarily be desk-based, working in a bright, modern office. You’ll leverage video conferencing tools such as Microsoft Teams as your preferred method of communication, supported by email and phone when necessary.

Key Responsibilities

• Support clients with their mortgage and protection needs
• Adhere to this client’s advice process, ensuring compliance with regulatory standards and KPI requirements
• Follow the Regulated Advice Process to build long-term client relationships and deliver outstanding outcomes
• Acquire new clients through referrals, professional introducers, and company-led generation programs
• Guide clients through the buying process, liaising with solicitors and estate agents when needed
• Maintain and enhance client and introducer relationships via meetings and continuous feedback to the team and Contact Centre
• Ensure all tasks are completed promptly and in a compliant manner

What We’re Looking For

• CeMAP qualification (or equivalent) as a minimum
• R05 or an equivalent Protection Qualification
• A client-focused mindset with exceptional interpersonal skills, approachability, and professionalism
• Articulate, well-presented, and committed to putting clients first
• Proficient IT skills and a willingness to embrace virtual/digital communication methods
• Strong networking skills and the ability to attract new clients through business development and strategic planning

If you love Mortgage Advice and enjoying putting the needs of clients first, then this Mortgage and Protection Adviser role is perfect for you. We’d love to hear from you!