Mortgage and Protection Adviser

Job Title: Mortgage and Protection Adviser

Salary: £28,000 - £32,000 Basic, OTE £60,000 - £80,000

Location: Wolverhampton (Hybrid)

About our clients and the role:

Swarm Recruitment is working with a well-established, growing mortgage firm looking to expand their team. Our clients have been successfully helping people with their financial needs for several years, and are part of one of the largest networks in the UK.

This Mortgage and Protection Adviser will be a Hybrid role, with the majority of the week being based in an estate agency branch in Wolverhampton. This will be a F2F role, servicing an a large number of referred leads on a monthly basis. My clients have a customer service and client servicing team, meaning you are fully supported, from appointment to completion.

Salary & Benefits:

• Basic Salary £28,000 - £32,000
• OTE £60,000 - £80,000
• High numbers of leads, provided from the Estate Agency staff
• Up to 25% commission on all banked business
• Bonuses on banked income & compliance
• Full admin support from appointment to completion, including appointments booked in your diary and business development support
• Progression opportunities
• Staff discount scheme (Roughly worth £1200 a year)
• Health Cash Plan

Working Hours:

• Standard hours of 9am-5pm (Flexibility required for clients)
• Alternate Saturdays with a day off in lieu
• Some evening appointments from home.
• Full-time
• Hybrid working from Wolverhampton office and home.

Desired Experience:

• Minimum 12 months experience as a Mortgage and Protection Adviser
• 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.