About

Mortgage & Protection Adviser£35,000 – £37,500 per annum + bonus | 35 hours per weekAn established and growing financial services firm is expanding and is seeking to appoint an ambitious and client-focused Mortgage & Protection Adviser to join its advisory team.This opportunity would suit an experienced adviser who enjoys building long-term client relationships, delivering high-quality advice, and working within a professional, compliant, and supportive environment.The RoleThe Mortgage & Protection Adviser will provide informed, tailored advice on mortgage and protection solutions, ensuring clients receive guidance that meets their individual needs and circumstances. The role requires a blend of technical knowledge, relationship management, and a strong commitment to compliance and service excellence.CeMAP qualification required, with the ability to provide mortgage advice and a minimum of two years’ experience as a mortgage broker in mortgages and protection.Key ResponsibilitiesDeveloping and maintaining strong client relationships to support ongoing business flowProviding mortgage and protection advice aligned to individual client circumstancesPreparing technical recommendations and professional client presentationsRunning and managing client meetings from initial fact-find through to completionProducing accurate meeting notes and compliant documentationGenerating new mortgage and protection business to meet agreed targetsWorking closely with the Technical Manager to ensure all regulatory and compliance standards are metEnsuring all client requirements are followed through to a successful conclusionUndertaking continuous professional development to meet regulatory and personal development needsAdditional InformationThe role will involve re