Mortgage Advisor

Humphrey & Kirk; Aylesbury; On-site; GBP 22,000 - 28,000; Full time

Job summary

A financial services firm in Aylesbury is seeking a Mortgage and Protection Advisor to provide exceptional service to clients while generating their own client base through warm leads. The role requires a CeMAP qualification and involves working closely with different teams to ensure smooth processes. Candidates should be comfortable in engaging conversations across various mediums and be proactive in driving their KPIs. This office-based, full-time position offers a basic salary of £22,000 to £28,000 plus uncapped commission and ongoing training.

Benefits

Company Car or £250 monthly car allowance

Laptop provided

Training & Development

Bespoke digital marketing package

Employee Assistance Programme (24/7 support)

Qualifications

• CeMAP qualification is required.
• Confident in communication across various platforms including social media.
• Ability to manage multiple tasks and client relationships.

Responsibilities

• Generate and grow own client base while maximising in-branch opportunities.
• Follow up on warm leads and convert them into business.
• Deliver exceptional customer experience from first contact to completion.

Skills

Connecting with people

Managing multiple priorities

Building strong relationships

Working collaboratively

Taking ownership

Being camera-ready

Education

CeMAP qualification

Job description

Mortgage and Protection Advisor – Aylesbury

CeMAP qualification is required

What’s in it for you?

• Basic salary: £22,000 - £28,000

• OTE: £60,000 +

• Commission: Fully uncapped

• Support while you grow: Guaranteed monthly payments for up to 6 months while you build your pipeline

• Perks: Company Car or £250 monthly car allowance, laptop provided

• Training & Development: Ongoing coaching, clear career progression path

• Extras: Bespoke digital marketing package, Employee Assistance Programme (24/7 support)

What you’ll be great at

• Connecting with people – Confident in conversations across phone, email, face‑to‑face meetings, and video content for social media.

• Managing multiple priorities – Comfortable juggling tasks, leads, and relationships simultaneously.

• Building strong relationships – Regularly engaging with vendors, buyers, and developers to create opportunities.

• Working collaboratively – Partnering with colleagues across the branch to generate referrals and maximise results.

• Taking ownership – Proactively driving your KPIs, generating new leads, and nurturing existing clients.

• Being camera‑ready – Presenting yourself well on video to reach and engage wider audiences.

Key responsibilities

• Generate and grow your own client base while maximising in‑branch opportunities.

• Follow up on warm leads from the estate agency team and convert them into business.

• Work closely with admin, compliance, and training teams to ensure smooth processes for clients.

• Deliver an exceptional customer experience from first contact to completion—always going above and beyond.

Working hours

• Monday–Friday: 8:30am–6:00pm

• Alternate Saturdays: 9:00am–5:00pm (with a day off in lieu)

• Office‑based, full‑time role