Mortgage and Protection Advisor

Spicerhaart; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading property group is seeking an experienced Mortgage and Protection Advisor in Glasgow. This self-employed role offers flexibility and the chance to meet occasionally for support. Candidates must hold relevant qualifications and have a proven track record in sales, particularly in the mortgage market. The position includes provisions for leads, digital marketing support, and mentor coaching. This is an excellent opportunity for those looking to excel in their career while providing outstanding customer service and achieving sales targets.

Benefits

Leads provided

Social media support

Mentor coaching

Generous commission splits

Referral opportunities

Qualifications

• Experience in mortgage brokerage market.
• Track record of achieving sales goals.
• Understanding of compliance regulations.

Responsibilities

• Follow up leads to convert into sales.
• Source leads proactively.
• Recommend suitable mortgage products to customers.
• Assess customer affordability.
• Achieve individual targets and contribute to team performance.

Skills

Proactive and self-motivated

Strong communication skills

Excellent understanding of mortgage market

Presentation skills

Ability to exceed targets

Education

Certificate in Mortgage Advice and Practice (CeMAP)

Mortgage Advice Qualification (MAQ)

Job description

Just Mortgages is part of Spicerhaart: the UK’s largest Independent Property Group. With its rapidly growing financial services business Just Mortgages, our reputation has grown to be one of the leaders in both innovation and technology in its industry.

One of our Principal firms that introduce to Just Mortgages is looking for an experienced Mortgage and Protection Advisor to be based in the Glasgow area. This role is self‑employed, fully flexible and remote, but the business owner would like the opportunity to occasionally meet up to support, so being commutable into Glasgow is desirable.

Benefits

• Leads provided
• Social media support with full digital marketing suite
• Mentor and one‑to‑one coaching from a successful business owner
• Our Just Mortgages support system
• Generous commission splits
• Additional income from in‑house referral opportunities

Expectations

As a Mortgage and Protection Adviser you can expect to:

• Follow up leads from potential customers to convert into sales.
• Source leads proactively from all available routes.
• Recommend the most suitable product to suit the customers’ needs, priorities and circumstances within a regulatory environment.
• Assess customer affordability in order to lend responsibly and in line with regulations.
• Achieve set individual targets in a variety of areas and contribute towards the overall performance of the team.
• Ensure market knowledge is continuously developed and maintained.
• Build and forecast a pipeline with accuracy on completion.
• Demonstrate continuous improvement in terms of conversions.

Qualifying Criteria

To be a successful Mortgage and Protection Adviser you will need to:

• Hold Certificate in Mortgage Advice and Practice (CeMAP) or Mortgage Advice Qualification (MAQ).
• Experience within the mortgage brokerage market.
• Have a consistent track record of achieving your goals within your current role.
• Be proactive and self‑motivated with a proven track record of exceeding targets.
• Have an excellent understanding of the mortgage market products and services.
• Be confident in presenting.
• Possess strong communication skills both written and verbal and excellent interpersonal skills and the ability to overcome challenges.
• Have experience of financial services sales and understanding of compliance regulations.
• A passion for achieving a fantastic customer experience.
• You are legally entitled to live and work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006. (Please note: you will need to provide evidence of your right to work in the UK via proof of address, identity and NI prior to a formal offer of employment).

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Equal Opportunities : At Spicerhaart, variety makes our company DNA come to life. We love people and, what’s more, we love the differences that make each person who they are. We support you and encourage those differences to make you the best person you can be. Spicerhaart is proud to be an equal‑opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability regardless of how small or large your requirement may be.