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Mortgage & Protection Adviser

Stellar Select Limited
Posted 2 days ago, valid for 5 days
Location

Manchester, Greater Manchester M17 1DJ, England

Contract type

Full Time

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

Sonic Summary

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  • The Mortgage & Protection Adviser position in Manchester requires an experienced professional with a proven track record in a similar role.
  • Candidates should ideally be CeMAP qualified with CAS status and possess excellent communication skills.
  • The role offers a competitive salary of up to £35,000 with an OTE of £70,000 plus benefits, primarily working Monday to Friday with some flexibility for remote work.
  • Responsibilities include guiding clients through the mortgage process, providing tailored protection advice, and maintaining strong client relationships.
  • This opportunity is with Salford's largest estate agency, providing access to quality leads and potential for career progression.

Job Title: Mortgage & Protection Adviser

Location: Manchester 1-2 days WFH

Salary: Up to £35,000 basic with an OTE of £70,000 plus benefits

Hours: Monday to Friday 9 am to 5.30 pm

About the position of Mortgage & Protection Adviser:

We're looking for an experienced Mortgage & Protection Advisor to join a high-performing team in Manchester.

This is a fantastic opportunity to apply your financial services expertise in a role where you'll guide clients through the mortgage process, offering expert, tailored advice that helps them make informed decisions. Ideally CeMAP qualified with CAS status, you'll bring a proven track record in a similar role, along with a passion for delivering outstanding service. In return, you'll benefit from working with Salford's largest estate agency, gaining access to a steady stream of quality leads and appointments, full admin and back-office support, and clear opportunities for career progression, including potential managerial roles.

We offer a competitive basic salary of up to £35,000, with uncapped OTE potential of £70,000+, and while the role is primarily office-based Monday to Friday, there is flexibility for some hybrid working.

Responsibilities required for the role of Mortgage & Protection Adviser:

  • Working closely with a busy estate agent, dealing with pre-qualified mortgage leads
  • Assess clients' financial situations to identify suitable mortgage options
  • Provide expert advice on "whole of market" mortgage products
  • Providing tailored protection advice including life, critical illness, and income protection
  • Liaising with lenders to facilitate/expedite the approval process, offering regular updates to clients
  • Building and maintaining strong relationships with clients to encourage repeat business and recommendations
  • Working closely with our in-house financial advisor, offering an additional service to clients if required
  • Maintain up-to-date knowledge of market trends and changes in mortgage regulations
  • Working with attention to detail, maintaining high compliance standards under FCA guidelines

Experience required for the role of Mortgage & Protection Adviser:

  • Proven track record within a similar role
  • CeMap qualified, ideally with CAS status
  • Results driven, able to find solutions
  • Customer focused, with excellent communication skills
  • Keen eye for detail
  • Pro-active and motivated approach

For more information regarding the role of Mortgage & Protection Adviser please contact us

Stellar Select is acting as an employment agency and is a corporate member of the REC

Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.

Apply now in a few quick clicks

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