Job Description

Are you looking to make a real difference-not just at work, but in the world? At Heron Financial, we're more than award-winning mortgage brokers. We're a proud Certified B Corporation committed to using business as a force for good. We're growing, and we want you to be part of our journey!

Role Summary

Working Hours

: Monday to Friday (with rotating weekend shifts - approx. 1 day every 6 weeks)

Reports To:

Sales Director

Holiday:

28 days (inclusive of Bank Holidays) + Birthday Day Off

Training:

Full Training Provided
We're on the lookout for a passionate, people-focused Mortgage & Protection Adviser to join our growing team. This is an exciting opportunity to be a part of a B Corporation Certified business. If you love helping clients achieve their homeownership dreams while making sure they're financially protected, we want to hear from you!

What You'll Be Doing:

Chatting with clients to understand their mortgage and protection needs. Offering expert, honest advice on a wide range of mortgage products and protection options. Guiding people through the home-buying journey - and making it less scary! Staying on top of market changes and lender criteria.

What We're Looking For:

CeMAP qualified (or equivalent) (must have) Previous experience in mortgage advising preferred Great communicator and genuinely good with people. Organised, self-motivated, and able to manage your own workload Outgoing and personable A team player who thrives in a collaborative environment Eager to learn and develop within a visionary and ambitious business

What's In It for You:

Competitive commission structure. Supportive team environment Competitive salary & benefits 28 days holiday (inclusive of Bank Holidays) Birthday Day Off Access to Employee Assistance Programme (EAP) A truly purpose-driven workplace where your efforts contribute to positive social and environmental change A space where you can truly be yourself Exceptional growth opportunities within a dynamic and rapidly growing business. You will be supported through full training and development as you build a meaningful career in a purpose-led organisation

Why Heron Financial?

Purpose-Driven Culture

: As a Certified B Corporation we're recognised for meeting the highest standards of social and environmental responsibility. We believe in making a positive impact for our clients, our community, and the planet.

People-First Environment:

Our founders believe in nurturing talent through mentorship, excellent training, and genuine support. We invest in our staff and celebrate every team member's growth and achievements.

Inclusive & Supportive Team

: Expect a friendly, approachable culture-no "black suits" or stuffy corporate vibes. We foster diversity, inclusion, and personal development, with opportunities to get involved in charity work, environmental projects, and more.

Innovation at Heart

: We embrace technology to simplify processes and improve client experiences, always staying ahead in a fast-changing industry.

Recognition & Reputation:

With over 2000 five-star reviews across Google and Trustpilot reviews, our reputation is built on long-lasting relationships and a commitment to making a difference.

Equal Opportunities Statement

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Corporate Social Responsibility (including ESG - Environmental, Social & Governance)

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At Heron Financial, we are committed to upholding high standards of Corporate Social Responsibility (CSR). We believe in conducting business in a sustainable, ethical, and socially responsible manner. As such, all employees actively contribute to making a positive impact on our culture that values integrity, transparency, and community.??

If you're a data-savvy, solutions-focused professional ready to take your career to the next level and make a tangible difference, apply now

Job Types: Full-time, Permanent

Pay: 25,000.00-40,000.00 per year

Benefits:

Casual dress Employee mentoring programme Paid volunteer time
Schedule:

Monday to Friday
Application question(s):

Are you CeMAP qualified or do you hold an equivalent FCA-recognised mortgage advice qualification (such as Cert CII (MP))?
Work Location: In person

Application deadline: 05/06/2025
Expected start date: 12/06/2025