Job Description

Overview

We are seeking a professional and customer-focused Mortgage and Protection Advisor to join our team. The successful candidate will assist clients in securing suitable mortgage and protection products, providing expert advice tailored to individual financial circumstances. This role offers an excellent opportunity to develop a career within the mortgage and financial sector, supporting clients through one of their most significant financial decisions. Long term there is potential for progression to become a Level 4 Independent Financial Advisor with this being financed and supported by us. The position comes with access to a full client bank of existing clients and a regular flow of new business enquiries.

Duties

Assess clients' financial situations to determine suitable mortgage and protection options Provide clear, accurate and compliant advice on mortgage and protection products Guide clients through the application process from initial enquiry to completion Maintain up-to-date knowledge of current mortgage and protection regulations, policies, and market trends Prepare and review documentation required for mortgage applications Build and maintain strong relationships with clients, lenders, and other stakeholders Ensure compliance with all relevant legal and regulatory requirements within the financial services sector Keep detailed records of client interactions and advice provided for audit purposes

Qualifications

Holder of CeMap or CII Certificate in Mortgage Advice essential Holder of protection advice qualification desirable Proven experience or interest in financial services, particularly mortgages or lending Strong understanding of basic maths to accurately assess client affordability and repayment options Excellent communication skills, both written and verbal, with the ability to explain complex information clearly Organised with strong attention to detail to manage multiple client cases efficiently Ability to work independently as well as part of a team in a fast-paced environment Professional attitude with a commitment to providing exceptional customer service
This role offers a rewarding career path for individuals passionate about finance and helping clients achieve their homeownership goals. Applicants should demonstrate a proactive approach, integrity, and a desire to grow within the industry.

Job Types: Full-time, Permanent

Pay: 29,702.00-35,642.00 per year

Benefits:

Company pension Cycle to work scheme Life insurance Sick pay
Application question(s):

Do you hold CeMap or an equivalent mortgage advice qualification? Do you hold any protection advice qualifications?
Work Location: In person