Mortgage & Protection Adviser

Ortus PSR Ltd.; Greater London; Hybrid; GBP 50,000 - 55,000; Full time

Job summary

A UK-based innovative financial advice firm is looking for a confident mortgage adviser to deliver high-quality mortgage and protection advice. With a competitive salary and benefits, including hybrid working and professional development opportunities, this role is perfect for someone ready to enhance customer experiences in a dynamic environment.

Benefits

Base salary £50,000 – £55,000

Total compensation OTE £60,000 – £70,000

Private medical insurance

5% employer pension contribution

Access to mental health support

Qualifications

• 3+ years of experience in whole-of-market mortgage advice, preferably in wealth management.
• Confident communicator with a consultative approach.
• Self-motivated and adaptable in problem-solving.

Responsibilities

• Deliver high-quality mortgage and protection advice via virtual consultations.
• Build and nurture trusted relationships to provide a best-in-class client experience.
• Liaise with the Mortgage Support Team to ensure seamless application processing.

Skills

Whole-of-market mortgage advice

Client-first approach

Problem-solving skills

Communication skills

Education

CeMAP or equivalent qualification

Tools

CRM systems

Digital fact finds

Sourcing platforms

Job description

Company Overview

Join one of the UK’s fastest-growing, tech-enabled advice firms redefining how financial guidance is delivered. This innovative, scale-up environment places human advice at the heart of everything it does, supported by leading-edge technology that streamlines admin and elevates the adviser-client relationship.

Backed by a team of passionate professionals, this firm is transforming mortgage and protection advice – making it smarter, faster, and more accessible. With a bold mission to improve customer outcomes while building an inclusive, values-driven culture, this is a workplace for advisers ready to break new ground.

Responsibilities

• Deliver high-quality, whole-of-market mortgage and protection advice via virtual consultations, tailored to diverse client needs.
• Build and nurture trusted relationships while providing a best-in-class end-to-end client experience.
• Liaise closely with the Mortgage Support Team to ensure seamless application processing.
• Maintain and expand your own network of introducers and referrers, contributing to business development efforts.
• Identify new opportunities and feed into the strategic growth of the mortgage and protection proposition.
• Stay abreast of market trends and regulatory changes to ensure compliance and continued professional excellence.

Requirements

Essential:

• CeMAP or equivalent UK-recognised mortgage advice qualification.
• 3+ years of experience in whole-of-market mortgage advice, preferably in a wealth management or IFA setting.
• Proven success in managing complex cases and delivering excellent customer outcomes.
• Strong understanding of mortgage products, affordability calculations, and lender criteria.
• Confident communicator, with a consultative, client-first approach.
• Self-motivated, adaptable, and proactive in solving problems and delivering results.

Desirable:

• Qualification and experience in protection advice (e.g. R05 or equivalent).
• Exposure to fast-paced, high-growth environments or early-stage firms.
• Experience presenting webinars, workshops, or client education sessions.
• Familiarity with tools such as CRM systems, digital fact finds, and sourcing platforms.

Benefits

• Base Salary: £50,000 – £55,000 depending on experience
• Total Compensation: OTE £60,000 – £70,000 (includes bonus scheme)
• Work Style: Hybrid working with 2–3 days per week in the central London office (Farringdon)
• Discretionary equity potential as the company scales
• 5% employer pension contribution
• Private medical insurance, income protection, and death-in-service cover
• Access to mental health support and wellness platforms
• Budget for exams, CPD, and personal development
• Cycle to Work Scheme and electric vehicle leasing
• Open, diverse, and collaborative workplace culture

How to Apply

If you're a confident mortgage adviser seeking the next step in your career — where tech meets talent — apply now to join a business built on purpose, performance, and people. We welcome applications from all backgrounds and are committed to fostering an inclusive hiring process.