Experienced Mortgage / Protection Advisor

TN United Kingdom; Bury; Hybrid; GBP 50,000 - 60,000; Full time

Job summary

An established industry player is seeking an experienced Mortgage and Protection Advisor to join their dedicated team. This role offers the flexibility of working from home or the office, allowing you to maintain a healthy work-life balance. As a key advisor, you'll guide clients through their mortgage options, ensuring they make informed decisions while managing their finances effectively. With a strong emphasis on personal development and support, this innovative firm provides a dynamic environment where your expertise can truly make a difference in people's lives. If you're ready to take your career to the next level and help clients achieve financial security, this opportunity is perfect for you.

Benefits

Flexible working hours

Administrative support

Training support

Existing client bank

Qualifications

• Experience in providing regulated mortgage advice.
• Passionate and self-motivated professional.

Responsibilities

• Guide clients through different types of mortgages and protection.
• Liaise with mortgage lenders and estate agents.

Skills

CeMAP qualification

Interpersonal skills

Target-driven

MS Outlook

MS Word

MS Excel

Job description

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Experienced Mortgage / Protection Advisor, Bury

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Client:

Location:

Bury, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

17473a707225

Job Views:

4

Posted:

02.05.2025

Expiry Date:

16.06.2025

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Job Description:

Experienced Mortgage & Protection Advisor |Ramsbottom – Office / Home based |Flexible Working Hours | Full / Part Time |Self Employed Position | £50,000 achievable (Expected) Earnings

Join a firm of Chartered Financial Planners based in the centre of Ramsbottom as the dedicated Mortgage Advisor! Location in the centre of this market town is close to all transport links and many shops, cafés, restaurants, supermarkets, etc..

Are you looking for an exciting opportunity in the mortgage industry, where your expertise can make a difference in people’s lives?

Our client is a highly successful and expanding team of Financial Planners with many years of experience and a long list of satisfied clients. As a Mortgage / Protection Advisor, you’ll have the opportunity to help clients achieve financial security while managing their personal finances effectively.

Join a small, approachable team where your personal requirements will be considered and you will be the dedicated mortgage advisor for a team of Chartered Financial Planners.

Our client is a company where there is an emphasis upon making sure that the working environment is right for everyone, all of the time. This means that they will listen to what you require to be happy and look to agree and implement this. The company makes a concerted effort to do this for everyone who works there.

Are you the right person for the job?

• CeMAP qualified with experience in providing regulated mortgage advice
• A passionate, self-motivated professional who thrives in a team environment
• A natural communicator with superb interpersonal skills
• Comfortable working with numbers and explaining financial products clearly to clients
• Target-driven and success-oriented, always striving to exceed expectations
• Confident with MS Outlook, Word, and Excel
• Ideally, possess a valid driving licence and own transport. Clients are either advised at our offices or remotely via MS Teams / Zoom.

What will your role look like?

• Guide clients through different types of mortgages / protection and offer suitable products to match their needs
• Explore each customer’s financial circumstances, including monthly expenditures, to assess the best mortgage options
• Explain repayments and mortgage protection to ensure clients make informed decisions
• Provide general advice on the home-buying process, giving clients confidence at every step
• Liaise with mortgage lenders, estate agents, and other key players in the home-buying process

What can you expect in return?

• Attractive payment structure for a self-employed role with an existing client bank. No upper cap on earnings, expected £50k plus
• Training to meet FCA regulations
• Administrative and compliance support to make your job easier
• Training support to sharpen your skills
• Flexible working hours to support your work-life balance

What’s next? It’s easy! Click “APPLY” now! We can’t wait to hear from you!

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