Mortgage Partner Advisor: Own Your Client Relationships

Mortgage Experts Limited; Morecambe; On-site; GBP 86,000 - 106,000; Full time

Benefits offered by this job

Induction programme

Admin support

Coaching sessions

CRM with sourcing

Branding & marketing support

Personal branding guidance

Job summary

The Mortgage Experts is seeking an experienced mortgage advisor to run your own profitable mortgage business using our proven systems and compliance support. You’ll manage client relationships, handle mortgages and protection business, and benefit from ongoing coaching and admin support.

Join a branded, structured opportunity designed for qualified advisers to grow your local profile with marketing assets and lead generation, backed by an established platform.

Qualifications

• CeMAP-qualified mortgage advisor with proven client-handling experience.
• Track record of writing mortgage and protection business.
• Self-motivated and able to manage your own pipeline and client relationships.
• Coachable and committed to building a structured, sustainable business.

Responsibilities

• Run your own mortgage business with proven systems and compliance support.
• Manage client relationships and your sales pipeline.
• Utilise lead generation, marketing assets and branding support to grow your local profile.
• Participate in coaching sessions and use the client-facing CRM to service clients.

Skills

CeMAP qualification

Client handling

Self-motivated

Structured business

Education

CeMAP certified

Tools

CRM with sourcing

Marketing assets

Job description

The Mortgage Experts is seeking an experienced mortgage advisor to run your own profitable mortgage business using our proven systems and compliance support. You’ll manage client relationships, handle mortgages and protection business, and benefit from ongoing coaching and admin support.

Join a branded, structured opportunity designed for qualified advisers to grow your local profile with marketing assets and lead generation, backed by an established platform.