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An established industry player in financial services is seeking a motivated Mortgage and Protection Adviser. This role offers a fantastic opportunity to thrive in a flexible, entrepreneurial environment, backed by a strong team with a proven track record in investment banking. You will play a crucial role in providing tailored mortgage advice, guiding clients through each step of the process, and improving internal processes. With warm leads provided and the chance to develop your own client base, this position is ideal for someone looking to grow alongside a forward-thinking company. Join a collaborative and ambitious team dedicated to client success.
1 week ago Be among the first 25 applicants
Direct message the job poster from OB1 Finance Group
Hours: Full time
Location: EC3V 9BS
Salary: £30,000-35,000 base (depending on experience and profile)
Commission structure: depending on experience and profile - broker keeps:
· between 50-60% on self-generated
· between 20-30% on provided leads
· Free mortgage advice for friends and family
· Career Progression
· Leads provided
· Tech, IT and systems support provided
· Hybrid / Home working – should expect to travel to London, one day every 2-3 weeks
About Our Client:
Join a team backed by industry heavyweights, with a strong track record in investment banking and home finance innovation. Having successfully launched a standout product in the sector, the team is now expanding into brokerage space. You will be part of a well-capitalised firm that offers the structure and credibility of an established organisation, combined with the pace, ambition and collaborative spirit of a high-growth start-up.
The Opportunity:
Looking for a highly motivated and experienced Mortgage and Protection Adviser to join their team.
This is a fantastic opportunity for someone who thrives in a flexible, entrepreneurial environment and is looking to grow alongside a forward-thinking company.
You will benefit from warm leads generated through the firm in-house platform, and you will also have the flexibility to develop your own client base.
Responsibilities:
· Provide tailored mortgage and protection advice to clients
· Guide clients through the entire mortgage process, keeping them informed at every step
· Collaborate in improving internal processes and client experience
· Contribute ideas to marketing strategy and campaigns
· Amount of Industry experience: Minimum 24 months’ experience in mortgage advising
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