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Mortgage & Protection Adviser - Hybrid Role

Confidential
Posted 2 days ago, valid for a month
Location

Edinburgh, City of Edinburgh EH1 1BB, Scotland

Salary

£100,000 per annum

Contract type

Full Time

In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Mortgage & Protection Adviser position is a hybrid role based in Perth, Scotland, requiring 2 days in the office and 3 days at home.
  • The salary for this position is £30,000 plus uncapped commission, offering excellent earning potential.
  • Candidates must have a minimum of 2 years of experience in mortgage and financial advising, along with CAS status.
  • Key responsibilities include conducting financial assessments, providing expert advice, assisting clients with applications, and building client relationships.
  • The role is ideal for motivated professionals seeking growth opportunities in a supportive and dynamic team environment.

Mortgage & Protection Adviser - Hybrid Role

Location: Perth, Scotland (Hybrid) - 2 days office / 3 days at home.
Salary: £30,000 + uncapped commission

What We Offer:

- Excellent earning potential
- Leads provided
- Hybrid working
- Ongoing training & professional development
- Supportive working environment with opportunities for growth

The Role (Mortgage Adviser / Mortgage Advisor / Protection Adviser / Protection Advisor):

We're looking for an experienced Mortgage & Protection Adviser (CAS Status) to join our team. Based in Perth, this role offers flexibility with hybrid working options across Scotland. You'll work closely with new and existing clients, offering expert mortgage and protection advice, guiding them through the entire process, and ensuring they receive the best possible solutions.

Key Responsibilities:

  • Conduct detailed financial assessments to determine mortgage & protection eligibility
  • Provide expert advice on mortgage products, protection, and debt consolidation
  • Assist clients in completing applications and gathering necessary documents
  • Liaise with lenders to secure the best possible terms
  • Stay up to date with industry regulations and market trends
  • Build and maintain strong relationships with clients and industry professionals

What We're Looking For:

- CAS Status as a Mortgage & Protection Adviser
- Minimum 2 years of experience in mortgage & financial advising (CeMAP or equivalent)
- Strong knowledge of mortgage products, industry regulations, and insurance
- Excellent communication and relationship-building skills
- Proven track record of meeting or exceeding sales targets

About Us:

At Mortgage Focus, we're committed to making the mortgage process seamless and stress-free for our clients. As a well-established firm, we provide tailored mortgage and protection solutions to first-time buyers, property investors, and those looking to remortgage, alongside a range of financial planning services.

This vacancy would be of interest to jobseekers searching for the for the following job titles:
Mortgage Adviser, Mortgage Advisor, Protection Adviser, Protection Advisor, Insurance Adviser, Insurance Advisor.

How to Apply:

If you're a motivated Mortgage & Protection Adviser looking for an exciting opportunity to grow within a dynamic team, we'd love to hear from you!

Apply now in a few quick clicks

In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.