Dynamic Mortgage & Protection Advisor

firstmortgage; Bellshill; On-site; GBP 38,000 - 48,000; Full time

Job summary

First Mortgage in Bellshill seeks a Mortgage & Protection Adviser to deliver tailored mortgage and protection advice to clients from initial consultation to completion. You will guide clients through the full process, ensuring documentation is accurate and compliant.

The role is full-time, on-site, requiring meticulous records, high customer service standards, and support for branch business development activities within a trusted, client-centric environment.

Qualifications

• Demonstrated expertise in Mortgages and Protection Advice with the ability to assess client needs and recommend appropriate solutions.
• Strong understanding of Finance and Mortgage Marketing to support client acquisition and promote services responsibly.
• CeMAP Qualified (or an equivalent, FCA-recognized mortgage advice qualification) to provide regulated mortgage advice.
• Excellent communication and interpersonal skills, with a focus on clear explanations and client care.
• High level of integrity, attention to detail, and commitment to regulatory compliance.

Responsibilities

• Provide tailored mortgage and protection advice to clients from initial consultation to completion.
• Guide clients through the full process, ensuring all documentation is accurate and compliant.
• Maintain detailed records and deliver high levels of customer service.
• Support branch business development activities and build client relationships.

Skills

Mortgage advice

Client needs assessment

Regulatory compliance

Communication skills

Integrity

Education

CeMAP Qualified

Job description

First Mortgage in Bellshill seeks a Mortgage & Protection Adviser to deliver tailored mortgage and protection advice to clients from initial consultation to completion. You will guide clients through the full process, ensuring documentation is accurate and compliant.

The role is full-time, on-site, requiring meticulous records, high customer service standards, and support for branch business development activities within a trusted, client-centric environment.