Mortgage & Protection Advisor

Description

Are you an ambitious Mortgage & Protection Advisor looking to take your expertise to the next level?

This is your chance to join a market-leading specialist brokerage that dominates the self-build and renovation finance space.

About the Company

This is no ordinary brokerage. Our client is a specialist financial services firm with a national reputation for helping clients fund their self-build and renovation dreams.

With a strong presence in the mortgage market and a proven lead-generation model, they combine expert advice, high-quality support, and strong lender relationships to deliver exceptional results for their clients and their Advisors.

About the Mortgage and Protection Advisor Role

As a Mortgage and Protection Advisor, you’ll provide tailored mortgage and protection advice to a steady stream of warm, qualified leads.

You’ll be the go-to expert for clients building or renovating their homes, ensuring they have the right mortgage products in place, and crucially, that their families and finances are fully protected.

With a strong pipeline of enquiries already waiting, you’ll have the tools, leads, and administrative support to focus on what you do best: advising, closing, and earning.

Mortgage and Protection Advisor Key Responsibilities

* Deliver expert mortgage and protection advice tailored to self-build and renovation clients

* Handle a consistent pipeline of warm leads with a target of 15–20+ client sign-ups per month

* Recommend appropriate protection policies and maximise cross-selling opportunities

* Assess client eligibility, affordability, and risk to deliver compliant and suitable solutions

* Build lasting client relationships and generate referral business

* Keep up to date with market trends, lender criteria, and product changes

Package & Benefits

* Basic salary: £40,000 per annum

* Commission 20% up to 30%

* Full administrative support

* Hybrid working model: 2–3 days in the office, the rest from home

* Continuous professional development and specialist market training

* Clear progression path in a high-demand, specialist mortgage sector

Skills & Experience Required

* Minimum 2 years’ experience as a Mortgage & Protection Advisor or Broker

* Demonstrable success in writing consistent volumes and achieving strong conversion rates

* Proven track record in protection sales with a consultative, client-first approach

* CeMAP (or equivalent) qualified

* Self-motivated, driven, and able to manage your own diary effectively

* Strong communication skills and ability to build rapport with a wide range of clients

Why Apply?

This is an opportunity to join the UK’s leading brokerage in a specialist market where demand is booming, you’ll have everything you need to achieve exceptional earnings and long-term career growth.

Apply Today

Ready to find out more? Apply now or get in touch for a confidential chat. Your next big career move is just one conversation away

Ad ID: 5417028279