Mortgage & Protection Adviser

Infinite Financial Services Ltd; Lancashire; On-site; GBP 30,000 - 35,000; Full time

Benefits offered by this job

4-day work week option after probation

40 days holiday after probation

Full administrative support

Career progression and ongoing training

Supportive and inclusive culture

Beautiful office locations

Job summary

A respected client-focused firm is seeking a Mortgage & Protection Advisor to deliver tailored advice, recommend products, and manage client applications. The ideal candidate should have a proven track record in Mortgage & Protection sales and excellent relationship-building skills. This position offers a competitive salary of £30,000 to £35,000 with uncapped bonuses and support for career progression. The firm values diversity and inclusion within a supportive team-oriented culture. Apply by sending your CV and cover letter.

Qualifications

• Proven track record in Mortgage & Protection sales.
• Strong communication and relationship-building skills.
• Self-motivated, detail-oriented, and resilient.
• Own client bank required; additional leads provided.

Responsibilities

• Deliver tailored Mortgage & Protection advice to clients.
• Recommend suitable products including life assurance.
• Manage end-to-end applications and liaise with lenders.
• Stay updated with market trends and compliance requirements.
• Build long-term relationships through exceptional service.

Skills

Mortgage & Protection sales experience

Strong communication skills

Relationship-building skills

Self-motivated and detail-oriented

Job description

📍 Location: Appleby-In-Westmorland, Cumbria (Office-based with 4-day week option)

💰 Salary: £30,000 to £35,000 basic + uncapped bonuses

📅 Start Date: Q1/Q2 2026 (Looking specifically for the right delegate here )

About Us

Are you a driven and experienced Mortgage & Protection Advisor looking to join a respected, client-focused firm with a strong reputation, offering Nationwide advice specialising in supporting Military personnel – both serving and veterans as well as supporting Blue light professionals?

Patrick James Solutions (a trading style of Infinite FS) is a key account of Quilter, offering trusted mortgage and protection advice across the UK. Based in the beautiful Cumbrian countryside, we pride ourselves on building long-term client relationships through personalised, face-to-face and remote services.

What You’ll Be Doing

• Delivering tailored Mortgage & Protection advice to a wide range of clients
• Recommending suitable products including life assurance, income protection, and home cover
• Managing end-to-end applications and liaising with lenders, providers, estate agents, and solicitors
• Staying up to date with market trends and compliance requirements
• Building long-term relationships through exceptional service

What We’re Looking For

• Proven track record in Mortgage & Protection sales
• Strong communication and relationship-building skills
• Self-motivated, detail-oriented, and resilient
• Own client bank required; additional leads provided

What We Offer

• Full administrative support
• 4-day work week option after probation
• 40 days holiday after probation
• Career progression and ongoing training
• Supportive, inclusive, and team-oriented culture
• Beautiful office locations in Appleby and Chorley

At Infinite FS, we believe in diversity, inclusion, and empowering our team to thrive. If you're passionate about helping people secure their futures and want to be part of a growing, values-driven business—we’d love to hear from you.

📩 Apply Now: Send your CV and cover letter to [e-mail]