Mortgage and Protection Adviser

Employed Mortgage & Protection Adviser: £30k Base, Uncapped Bonus Structure, Company Car

We are looking for a Mortgage & Protection Adviser to join our growing team and play a key role in helping clients secure the best mortgage and protection solutions available. With a strong pipeline of leads provided and full back-office support, this is a fantastic opportunity for a motivated adviser to thrive in a structured, estate agency-led environment.

The Role:

As a Mortgage & Protection Adviser, you will provide expert mortgage advice, guiding clients through the home-buying process while ensuring they have the necessary protection in place. Working closely with a prominent estate agency partner, you will benefit from a steady stream of warm leads and a supportive team environment that allows you to focus purely on advising clients.

Key Responsibilities:

• Provide expert mortgage and protection advice, ensuring clients receive tailored solutions that align with their financial goals.
• Manage leads effectively from multiple sources, including estate agency referrals and financial advisers.
• Conduct fact-finding meetings to assess clients' financial situations and recommend suitable mortgage and protection products.
• Work closely with estate agents, maintaining strong relationships to maximise business opportunities.
• Utilise a dedicated Mortgage Support Team, allowing you to focus on client engagement rather than administration.
• Stay up to date with industry changes and maintain full compliance with FCA regulations.

What We’re Looking For

• Fully CeMAP qualified (or equivalent).
• R01 & R05 qualifications or willingness to complete (paid for)
• 2+ years’ experience as a Mortgage & Protection Adviser, ideally within an estate agency environment held CAS
• Proven track record of converting leads into completed mortgage and protection sales.
• Strong relationship-building skills, both with clients and professional partners.
• Self-motivated, proactive, and target-driven with a consultative approach.
• Excellent communication skills, with the ability to simplify complex financial concepts.
• Ability to work in a structured, fully office-based environment with some flexibility for client appointments.

Why Join?

• Base salary of £30,000 DOE + uncapped commission (high earning potential).
• Leads provided by our estate agency partner and financial advisers.
• Electric company car.
• Dedicated Mortgage Support Team, meaning minimal admin and more client-facing time.
• Fully office-based role, ensuring full integration with estate agency partners.
• 29 days holiday inclusive of any bank holidays (increasing by 1 day per year, up to 34).
• Regular team events and a dynamic, collaborative working environment.
• Health & wellbeing fitness session every week.
• Access to your own financial adviser for support with your own financial planning.
• Career progression opportunities, including potential routes into wealth management.

This is an exciting opportunity for a driven Mortgage & Protection Adviser looking to take their career to the next level in a business that offers structured support, a strong lead source, and excellent earning potential.