Mortgage Broker & Protection Advisor

Trades Workforce Solutions; Epsom and Ewell; On-site; GBP 50,000; Full time

Job summary

A modern financial services company in Epsom is seeking a qualified Mortgage & Protection Advisor to provide regulated advice and manage client transactions. The ideal candidate will be CeMAP qualified and possess a strong track record in mortgage advice. This full-time position offers an OTE of £50,000 and a consistent stream of referred business. Duties include managing warm leads, conducting client meetings, and ensuring compliance with regulations. A supportive working environment in the property sector is provided.

Benefits

High basic salary

Uncapped commission structure

Consistent flow of referred leads

Qualifications

• Qualifications in mortgage advice with a proven track record.
• Ability to build long-term customer relationships.
• Full UK driving licence and own vehicle.

Responsibilities

• Providing mortgage and protection advice to clients.
• Managing and converting a steady supply of warm leads.
• Conducting client appointments face-to-face and via telephone.
• Progressing applications to completion while maintaining compliance.

Skills

Experience as a Mortgage & Protection Advisor

CeMAP qualified

Strong technical knowledge of mortgage marketplace

Confident communicator

Strong interpersonal skills

Professional and presentable approach

Ability to work in a fast-paced environment

Education

CeMAP or equivalent

Job description

Contact name: Emily Bradnick, Gareth Vaughan, Guy Hodge, Jake Churchill, Luke Bradnick

Worth Recruiting – Property Industry Recruitment

Salary: OTE £50,000 per annum

Position: Permanent – Full Time

Reference: WR78697

An opportunity has arisen for a qualified and experienced Mortgage & Protection Advisor to join a modern financial services company in the Epsom area dealing with high quality leads and local homebuyers.

The role offers a consistent flow of referred business through local estate agency partners, allowing you to focus on advising clients and completing transactions efficiently.

You will be required to provide regulated mortgage and protection advice to referred clients in Epsom, managing hot leads, progressing applications, and building long-term relationships within a busy estate agency-linked financial services environment team structure.

The ideal candidate will be CeMAP or equivalent qualified and currently have Competent Adviser Status.

What You'll Be Doing (Key Responsibilities)

• Providing whole-of-market mortgage and protection advice
• Managing and converting a steady supply of warm client leads
• Conducting client appointments face-to-face and by telephone
• Assessing client circumstances and recommending suitable products
• Progressing mortgage and protection applications through to completion
• Cross-selling protection products where appropriate
• Maintaining compliance with FCA regulations
• Delivering a high standard of customer service throughout the process

What We're Looking For (Skills & Experience)

• Previous or current experience as a Mortgage & Protection Advisor or Mortgage Broker
• Fully CeMAP (or equivalent) qualified
• Strong technical knowledge of the mortgage marketplace
• Proven track record in mortgage advice and completions
• Experience in cross-selling protection products
• Confident communicator with strong interpersonal skills
• Professional and presentable approach
• Ability to perform effectively in a fast-paced environment
• Background in the property sector advantageous
• Full UK driving licence and own vehicle

What's In It For You?

• Employed, full-time position
• Five-day working week
• High basic salary
• Uncapped commission structure
• Consistent flow of referred leads

Ready to take the next step in your property career?

If you are interested in this Mortgage & Protection Advisor role, please contact the Property Recruitment Team at Worth Recruiting today, quoting reference: WR78697.

About Your Application

• Response Time: We receive a great many applications and respond as quickly as possible. If you have not heard from us within 48 working hours, please assume that on this occasion your application has not been successful.
• Data Protection: Worth Recruiting is acting as a recruitment agency in relation to this position. By submitting your application, you consent to Worth Recruiting processing and storing your data for the purposes of your job search. For more information, please see our privacy policy on our website.
• Confidentiality: All communications with Worth Recruiting are completely confidential. We will always need to speak with you before we are able to submit your CV to our client.
• Please Note: This vacancy summary is intended as a general guide only and should NOT be used as a definitive job description. Our job advert, including details of salary, working hours or location may change without notice and in any case, are likely be highly influenced by the skills, qualifications, previous experience, attitude, ability and personal requirements of the candidate.

About Worth Recruiting: Worth Recruiting provides a bespoke recruitment service to the Property Industry offering roles in Estate Agency, Lettings, Commercial Property, Surveying, Property Management, Financial Services, and Prop Tech. Find out more at: worthrecruiting.me.

Job Reference: WR78697 – Mortgage & Protection Advisor