Hybrid Mortgage & Protection Adviser — High Leads

Openwork Limited; Stourbridge; Hybrid; GBP 30,000 - 52,000; Full time

Benefits offered by this job

Bonus and commission structure

Leads provided

Mortgage & protection opportunities

Case management support

Admin support

Hybrid working

Brand reputation

Training and development

Job summary

Infinity Financial Advice are seeking an experienced Mortgage & Protection Adviser to join its growing business. You’ll provide high-quality mortgage and protection advice to clients, manage estate agency leads, and build strong relationships with partners.

The role includes dedicated case management support to maximise earnings and ensure smooth post-sale processes. The position offers hybrid working arrangements, ongoing training, and a strong local reputation.

Qualifications

• Experience as a Mortgage Adviser
• Experience writing mortgage and protection business
• Strong sales and relationship-building skills
• Ability to work in a fast-paced, high-volume environment
• Excellent organizational and time-management skills
• Comfortable managing multiple cases and competing priorities
• Self-motivated, resilient and commercially driven
• Strong understanding of FCA and regulatory requirements
• Full UK driving licence and ability to commute to Stourbridge regularly

Responsibilities

• Provide high-quality mortgage and protection advice to new and existing clients
• Manage and convert estate agency generated leads
• Build and maintain strong relationships with estate agency partners
• Conduct client fact-finds and recommend suitable mortgage and protection solutions
• Manage a busy pipeline of new enquiries, applications and follow-up appointments
• Deliver exceptional customer service throughout the client journey
• Maintain accurate client records and ensure compliance with regulatory requirements
• Work collaboratively with case managers and support staff to ensure positive client outcomes
• Proactively generate additional opportunities through referrals and existing relationships

Skills

Mortgage advice

Protection products

Sales & relationship building

Regulatory compliance

Time management

Job description

Infinity Financial Advice are seeking an experienced Mortgage & Protection Adviser to join its growing business. You’ll provide high-quality mortgage and protection advice to clients, manage estate agency leads, and build strong relationships with partners.

The role includes dedicated case management support to maximise earnings and ensure smooth post-sale processes. The position offers hybrid working arrangements, ongoing training, and a strong local reputation.