Mortgage Advisor

Humphrey & Kirk; Stevenage, Welwyn Garden City; On-site; GBP 25,000 - 28,000; Full time

Job summary

A financial services company is seeking a Mortgage and Protection Advisor for their Stevenage/Welwyn Garden City location. The role requires a CeMAP qualification and emphasizes building client relationships, managing priorities, and providing exceptional customer service. This full-time office-based position offers a basic salary of £25,000 - £28,000 with potential earnings exceeding £60,000 through commission. The advisor will follow up on leads from estate agents and collaborate with various teams to ensure a seamless client experience.

Benefits

Company Car or £250 monthly car allowance

Laptop provided

Ongoing coaching and career progression

Bespoke digital marketing package

Employee Assistance Programme

Qualifications

• Experience in conversing across various formats: phone, email, and social media.
• Ability to manage and juggle multiple tasks and leads.
• Proven track record of engaging clients and generating referrals.

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.

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 – Stevenage / Welwyn Garden City

CeMAP qualification is required

What’s in it for you?

• Basic salary: £25,000 - £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