Location: Office based - Derby and Nottingham Salary: Competitive basic + bonus Contract: Full-time
About Us
We're a fast-growing, UK-based financial services brokerage specialising in residential and buy-to-let mortgages, life protection, commercial finance, and insurance. Part of a wider group including accountancy and legal practices, we offer clients a unique full-service proposition.
You'll join a dynamic team that believes in doing things differently--no call centres, no volume pressure, just quality advice, long-term client relationships, and full support to help you thrive.
Role Overview
As a Mortgage & Protection Broker, you'll provide tailored mortgage and protection advice to a diverse client base, from first-time buyers and home movers to landlords and business owners. You'll be supported by qualified leads, marketing, admin support, and cross-referral opportunities from within the group.
This is a client-facing, advice-led role with a focus on building trust, securing repeat business, and spotting cross-sell opportunities across our wider services.
Key Responsibilities
Advise on residential mortgages, re-mortgages, buy-to-let, and related protection products
Conduct fact finds and deliver compliant, high-quality advice aligned with client needs
Convert leads provided via our in-house marketing and introducer network
Generate new business through referrals, client reviews, and professional partnerships
Maintain accurate records and ensure end-to-end compliance with FCA standards
Work closely with our in-house Signature Concierge, Accountancy and Legal teams to identify opportunities
Deliver regular annual reviews and proactively maintain client relationships
What We're Looking For
CeMAP qualified
Minimum 12 months' experience advising on mortgages and protection
Strong knowledge of the UK mortgage market and lender criteria
Confident in advising on life, critical illness and income protection
A client-first mindset and passion for building long-term relationships
Organised, self-motivated, and comfortable working independently or in a team
Comfortable using CRM systems and remote client tools (e.g. video calls, e-sign)
What We Offer
Competitive base salary and generous commission
Pre-qualified leads and support from Signature Concierge team
Cross-referral opportunities from in-house legal and accountancy teams
Ongoing training and CPD
Modern CRM, marketing and communication tools
A supportive, ambitious, and forward-thinking team
Ready to Join Us?
If you're an experienced adviser who wants more from your career--more support, more opportunity, more purpose - we'd love to hear from you.
Apply now with your CV and a short note about why this role fits you. Or contact us confidentially at admin@mcafinance.net
Job Type: Full-time
Pay: 26,000.00-38,000.00 per year
Licence/Certification:
CeMAP (required)
Work Location: In person
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