Mortgage & Protection Adviser

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Personal Details

About My Application

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• I confirm I have the right to work in the UK
• I confirm that my details are complete and correct
• I confirm I have read and agree to Stonebridge Group privacy policy

Job Details

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• Job Title: Mortgage & Protection Adviser
• Type: Full Time
• Salary: Basic salary: circa £30,000 OTE: up to £70,000

Full Job Description

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An established financial services business is seeking an experienced Mortgage & Protection Adviser to join its growing team.

This is an excellent opportunity for a motivated adviser looking to develop their career within a supportive, client-focused environment. The role offers a competitive basic salary, a generous commission structure, an initial income guarantee, and uncapped earning potential.

Key Responsibilities

• Provide ongoing mortgage and protection advice to clients, ensuring recommendations reflect their needs, circumstances, and objectives.
• Work closely with administrative and support colleagues to ensure client requirements are handled efficiently and professionally.
• Develop existing client relationships and identify appropriate opportunities to meet additional financial needs.
• Maintain a high standard of regulatory and legislative knowledge.
• Complete relevant training and professional development to maintain competence and industry knowledge.
• Deliver consistently high levels of customer service throughout the advice process.

Skills & Experience

• Previous experience working within a mortgage advice environment.
• Strong technical knowledge of mortgages, protection, and relevant UK legislation.
• Experience using mortgage and protection research and sourcing systems.
• Excellent communication, interpersonal, presentation, and listening skills.
• Ability to explain complex financial information clearly and in an accessible manner.
• Proven commitment to delivering excellent customer service.

Personal Attributes

• Honest, professional, and trustworthy.
• Well organised with strong planning skills.
• Positive, enthusiastic, and driven.
• Strong problem-solving ability with a client-focused approach.
• Motivated by personal and professional development.
• Methodical and thorough in your approach to work.

Requirements

• Full CeMAP qualification or an equivalent industry-recognised qualification.
• Full UK driving licence.

Salary & Benefits

• Basic salary: circa £30,000
• OTE: up to £70,000
• Additional commission with uncapped earning potential
• Initial income guarantee for the first six months
• Ongoing training and professional development
• Opportunities for career progression

If you are an experienced Mortgage & Protection Adviser who is ambitious, client-focused, and looking for your next career opportunity, we would welcome your application.