Mortgage & Protection Adviser

First Mortgage; Gateshead; On-site; GBP 90,000 - 110,000; Full time

Benefits offered by this job

23 days annual leave plus bank holidays

2 days working from home after probation

Access to healthcare scheme

Pension contributions

Job summary

A leading UK mortgage brokerage is searching for a Mortgage & Protection Advisor. This entry-level role involves delivering personalized mortgage advice, achieving sales targets, and maintaining high compliance standards. You’ll enjoy a supportive culture, 23 annual leave days, and a competitive starting salary of £30,000 with considerable earning potential. Join a firm recognized for excellence and client care.

Qualifications

• Minimum 2 years' experience in face-to-face mortgage and protection advice.
• Proven success in the mortgage sector.

Responsibilities

• Deliver face-to-face mortgage and protection advice tailored to client needs.
• Achieve personal sales targets within a consultative sales framework.
• Maintain compliance with FCA regulations.

Skills

Interpersonal skills

Communication skills

Sales targets achievement

Client relationship management

Job description

First Mortgage is one of the UK’s longest-established mortgage brokers, providing fee-free mortgage and protection advice for over 25 years. Originally started in Scotland, we now offer our services across the entire UK, securing billions of pounds in mortgages for our clients. Our growth and success are attributed to our high success rate in securing client mortgages and our reputation for delivering excellent, personalized customer care. We provide truly free mortgage advice from over 90 lenders, ensuring our clients always receive the best deals tailored to their needs.

Join the UK’s #1 Rated Mortgage Broker

At First Mortgage, we pride ourselves on delivering exceptional advice and five-star customer service. Ranked as the UK’s most trusted Mortgage Broker, our award-winning team is expanding—and we’re looking for a driven, fully CeMAP-qualified Mortgage & Protection Advisor to help even more clients secure their future.

At First Mortgage, excellence isn’t just an ambition—it's a standard. In 2025 alone, we were honoured with three prestigious industry accolades: Best Broker for Tech Innovation, Best Broker for Customer Service, and Best Broker for Protection. These awards reflect our commitment to innovation, client satisfaction, and comprehensive financial support. As part of our team, you’ll be contributing to a legacy of excellence that continues to set benchmarks across the UK mortgage industry.

This is a standout opportunity to work within our high-performing adviser team. You’ll be guaranteed a minimum of 20 pre-qualified appointments per month, sourced from new and existing clients across the UK. With a fee-free model and a reputation for excellence, this role is ideal for those looking to thrive in a supportive, fast-paced environment.

What You’ll Be Doing?

You’ll use your experience and expertise to:

• Confidently deliver face-to-face mortgage and protection advice, tailored to individual client needs
• Clearly articulate our value proposition and explain the tangible benefits of choosing First Mortgage
• Maximise case values through robust, customer-focused protection advice
• Maintain consistently high standards of compliance in line with FCA regulations
• Achieve—and exceed—personal sales targets within a consultative sales framework
• Offer flexible appointments, including evenings and weekends, to accommodate client availability
• Collaborate with a dedicated Case Manager who will progress each case from offer to completion
• Demonstrate passion and ambition in expanding your portfolio and client relationships

Qualifications

• Minimum 2 years' experience providing mortgage and protection advice face-to-face
• Proven success in meeting and exceeding targets within the mortgage sector
• Exceptional interpersonal and communication skills
• A client-first mindset with a desire to grow professionally

Why Join First Mortgage?

• Supportive, inclusive culture with a focus on wellbeing
• Access to cutting-edge tools and resources
• 23 days of annual leave plus bank holidays
• 2 days working from home, post-probation
• Access to company healthcare scheme
• Pension contributions

Starting salary of £30,000 with uncapped bonus and on-target earnings potential £100,000+.

Make your next move count—join the UK’s most trusted mortgage adviser and take your career to new heights.

UK's most trusted adviser claim based on First Mortgage being ranked number 1 in the UK "Mortgage Broker" category by Trustpilot.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales