Mortgage and Protection Advisor

Spicerhaart; Remote; GBP 40,000 - 60,000; Full time

Job summary

A dynamic mortgage advisory firm based in Gloucestershire is seeking an experienced Mortgage and Protection Advisor. This flexible, remote role involves following up on leads to convert them into sales and providing excellent customer experiences. Qualified candidates should have a Certificate in Mortgage Advice and Practice (CeMAP) and a proven track record in the mortgage market. You'll enjoy generous commission splits and additional income through referrals.

Benefits

Generous commission splits

Social media support

Fully remote working model

Qualifications

• Experience in mortgage brokerage market.
• Track record of achieving set goals.
• Confident in presenting and excellent interpersonal skills.

Responsibilities

• Follow up leads from potential customers.
• Source leads proactively from various routes.
• Recommend suitable mortgage products to customers.
• Assess customer affordability responsibly.
• Achieve individual targets to contribute to team performance.

Skills

Proactive and self-motivated

Strong communication skills

Excellent understanding of the mortgage market

Ability to exceed targets

Presentation skills

Education

Certificate in Mortgage Advice and Practice (CeMAP)

Mortgage Advice Qualification (MAQ)

Job description

Overview

The firm has achieved remarkable early success and continues to grow, supported by a strong network of introducers that consistently generates high-quality leads. This role is perfectly suited to a self‑employed advisor seeking to enhance their existing client base with a steady stream of regular, well‑qualified opportunities.

Key Highlights

• Self‑employed, fully flexible, and fully remote working model
• Strong lead flow from a wide network of introducers
• Ideal for an advisor looking to top up their pipeline and grow their business
• Occasional in‑person support meetings
• Social media support with full digital marketing suite
• Our full Just Mortgages support system
• Generous commission splits
• Additional income from in‑house referral opportunities

Responsibilities

• 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 customer's 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

Qualifications

• 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
• Excellent understanding of the mortgage market, products and services
• Confident in presenting
• Strong communication skills, both written and verbal, and excellent interpersonal skills and the ability to overcome challenges
• 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. You must provide evidence of your right to work in the UK via proof of address, identity and NI prior to a formal offer of employment

Additional Information

APPLY TODAY! Feel free to reach out for a confidential chat! An exciting new opportunity has arisen with one of our Principal firms here at Just Mortgages—a dynamic, rapidly expanding business based in Gloucestershire that is looking for an experienced Mortgage and Protection Advisor.

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. 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.