Client‑Focused Mortgage & Protection Advisor (OTE £50K)

Hardy Booth Recruitment; Milnrow; On-site; GBP 30,000 - 35,000; Full time

Job summary

A financial services brokerage is looking for a Mortgage & Protection Advisor in Milnrow. This role requires building and maintaining client relationships while providing expert advice on mortgages and protection insurance. A successful candidate will have a strong sales track record and necessary qualifications. The position offers a competitive salary of £30,000 - £35,000 plus commission, alongside a supportive team environment. Join us to help clients navigate their financial choices effectively.

Benefits

Company pension scheme

All leads provided

Qualifications

• Proven background as a Mortgage & Protection Advisor with a strong record of protection insurance sales.
• CAS status required and ability to work independently.

Responsibilities

• Building lasting relationships with clients and keeping in touch.
• Providing expert advice on mortgages and protection plans.
• Managing client records and ensuring compliance.

Skills

Mortgage & Protection advice

Client relationship building

Communication skills

Self-motivation

Education

CeMAP (or equivalent) qualification

Full FCA compliance

Job description

A financial services brokerage is looking for a Mortgage & Protection Advisor in Milnrow. This role requires building and maintaining client relationships while providing expert advice on mortgages and protection insurance. A successful candidate will have a strong sales track record and necessary qualifications. The position offers a competitive salary of £30,000 - £35,000 plus commission, alongside a supportive team environment. Join us to help clients navigate their financial choices effectively.