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Mortgage and Protection Adviser

SWARM RECRUITMENT LTD
Posted 15 hours ago, valid for 3 days
Location

Peterborough, Cambridgeshire PE7 3HH, England

Salary

£30,000 - £36,000 per annum

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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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  • Swarm Recruitment is seeking a Mortgage and Protection Adviser for a growing independent firm in Peterborough, offering a self-employed role with a realistic OTE of £60,000 - £100,000.
  • Candidates should ideally have experience as a Mortgage Adviser, but trainees are also welcome, provided they are fully CeMap qualified or possess equivalent qualifications.
  • The position allows for flexible working hours predominantly from home, with occasional office visits, and offers financial support and a consistent flow of leads for the initial months.
  • Responsibilities include providing expert advice on mortgage and protection products, conducting client assessments, and maintaining strong relationships with clients and lenders.
  • Strong communication skills and the ability to work independently are essential for success in this role.

Job Title: Mortgage and Protection Adviser

OTE - £60,000 - £100,000

Location: Peterborough

About our clients and the role:

Swarm Recruitment is excited to be partnered with a growing independent Mortgage & Financial Services firm looking to expand their team. Our clients are specialists in Mortgages, Protection, Bridging and Commercial finance and Wealth Management.

They are currently looking for a Mortgage and Protection Adviser to join on a self-employed basis, within a commutable distance of their office in Peterborough. In this role you will predominately work from home, with occasional visits to the office for meetings. My clients can provide financial support for the first few months, and a consistant flow of leads each month.

Salary & Benefits:

  • Realistic OTE of £60,000 - £100,000
  • Guarantee available for first few months
  • Consistent leads from multiple sources (Advisers doing 10-15 cases a month with protection)
  • Strong Commission Splits (Increases over time)
  • Admin Support
  • Great Progression opportunities into Bridging & Commercial finance and Wealth Management

Working Hours:

  • Self-employed - flexible hours, expectation to work around your clients.
  • Work from home, with occasional visits to the office
  • Great work/life balance

Desired Experience:

  • Ideally experience as a Mortgage Adviser, but trainees are also considered
  • Fully CeMap qualified or equivalent qualifications
  • Strong knowledge of mortgage products, regulations, and market trends.
  • Excellent communication and relationship-building skills.
  • Ability to work independently and as part of a team.
  • Motivated to succeed and provide outstanding client support

Responsibilities & Duties:

  • Engage with customers face-to-face and over the phone
  • Provide expert advice to clients on a range of mortgage and protection products.
  • Conduct thorough assessments of clients’ needs and recommend tailored solutions.
  • Build and maintain strong relationships with clients, lenders, and insurers.
  • Keep up-to-date with the latest mortgage and protection regulations.

By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

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.