Mortgage and Protection Advisor

Cameron James Professional Recruitment; England; On-site; GBP 30,000 - 70,000; Full time

Job summary

A reputable recruitment agency is looking for an experienced Mortgage & Protection Broker in Bath. This is an office-based role offering a basic salary up to £30,000 and an on-target earnings potential of £50,000 to £70,000+. You'll work with warm leads to provide compliant mortgage and protection advice, ensuring each recommendation aligns with FCA standards. Ideal for a CeMAP-qualified professional seeking a stable career with structured progression.

Qualifications

• Experience delivering regulated mortgage advice confidently.
• Ability to work to FCA standards, ensuring compliance.
• Motivated and experienced in a fast-paced environment.

Responsibilities

• Handle a stream of warm inquiries from pre-screened clients.
• Complete detailed fact-finds and advise clients on mortgage products.
• Oversee applications from submission to completion.

Skills

Fully CeMAP, MAQ, or CF6 qualified

Proven experience in an estate agency or banking environment

Strong understanding of lender criteria

Excellent communication and client-relationship skills

High attention to detail

Motivated and target-driven

Education

Fully CeMAP qualification

Job description

Office-Based Mortgage & Protection Broker Bath

Location: Bath
Salary: Basic up to £30,000 + Uncapped Commission
On-Target Earnings (OTE): £50,000 £70,000+
Employment Type: Full-Time, Permanent
Recruiter: Cameron James Professional Recruitment Mortgage & Financial Services Specialists

Overview

A highly successful and well-established mortgage and protection brokerage is seeking an experienced, office-based Mortgage & Protection Broker to join their Bath team. This is a rare opportunity for a fully CeMAP-qualified professional to work exclusively with warm, pre-qualified leads while delivering whole-of-market mortgage and protection advice within a supportive and structured environment.

If you are an experienced Mortgage Broker or Mortgage Advisor seeking stability, consistent lead flow, and a strong earnings model, this Bath-based opportunity is perfect for you.

Main Duties

As a Mortgage & Protection Broker, you will handle a consistent stream of warm enquiries provided through long-standing lead-generation partners. All clients are pre-screened and meet initial criteria, allowing you to concentrate on conversions, quality advice, and exceptional service.

Your role will involve completing detailed fact-finds, sourcing suitable whole-of-market mortgage and protection products, advising clients, submitting applications, and overseeing cases from submission to completion. You will work to FCA standards, ensuring all recommendations are compliant, ethical, and customer-focused.

Based in the Bath office, you will benefit from a steady workflow without the pressure of generating your own leads.

Key Skills & Requirements

This position requires a fully qualified and experienced mortgage professional with the ability to deliver regulated advice confidently and professionally. Essential and desirable criteria include:

• Fully CeMAP, MAQ, or CF6 qualified
• CAS status desirable but not essential
• Proven experience within a tied, independent, estate agency, or banking environment
• Strong understanding of lender criteria, mortgage products, and protection solutions
• Excellent communication and client-relationship skills
• High attention to detail and a compliance-led approach
• Motivated, target-driven, and confident working in a fast-paced office setting

Summary

This opportunity offers stability, strong earnings, and high-quality inbound leads for a capable and driven Mortgage Broker. With a basic salary of up to £30,000 and realistic year-one earnings of £50,000 £70,000+, this Bath-based role provides excellent long-term potential, structured progression, and a strong platform for success.

How to Apply

If you are an experienced Mortgage Broker or Mortgage Advisor seeking a high-earning, office-based role in Bath, we would be pleased to hear from you.

Contact:
Bryn McMillan
Financial Services Recruitment Director
Cameron James Professional Recruitment