Mortgage & Protection Adviser

TN United Kingdom; Macclesfield; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established financial services firm is seeking a Mortgage & Protection Adviser to join their dynamic team in Macclesfield. In this role, you will provide expert mortgage and protection advice, ensuring client needs are met with professionalism and care. You will establish clients' financial positions, recommend suitable lenders, and handle applications efficiently. This is a fantastic opportunity to contribute to a successful team in a supportive environment, where your attention to detail and problem-solving skills will be highly valued. If you are passionate about helping clients navigate their financial journeys, this position is perfect for you.

Qualifications

• Qualifications in CeMAP 1, 2 and 3 or equivalent.
• Pleasant and confident manner when dealing with clients.

Responsibilities

• Provide comprehensive mortgage and protection advice to clients.
• Review client's financial position and recommend appropriate lenders.

Skills

Client Interaction

Financial Calculations

Attention to Detail

Team Collaboration

Problem Solving

Education

CeMAP 1, 2 and 3 or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Social network you want to login/join with:

col-narrow-left

Client:

Location:

Macclesfield, United Kingdom

Job Category:

Finance

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

9c32c2194cb3

Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

col-wide

Job Description:

Our client is a busy and well-established financial services firm offering mortgage and protection advice. They are currently looking to recruit a Mortgage & Protection adviser to work from their modern offices in Macclesfield Cheshire.

Position Overview
Provide comprehensive mortgage and protection advice to clients and ensure that this is converted into profitable business for the company.

Essential Job Functions

• Establish client's mortgage or remortgage needs for residential and buy to let properties
• Review client's financial position, recommend the most appropriate lender and product and make the application
• Establish clients' protection needs, recommend policies and process the application through to "on risk" status
• Solve problems that might occur with lenders or protection providers to ensure that the service is delivered
• Ensure that client files are presented on the system in a compliant manner.

Requirements

• Qualifications in CeMAP 1, 2 and 3 or equivalent
• Pleasant and confident manner when dealing with clients, colleagues, lenders and providers
• Team worker - recognises that business success comes from everyone working together with a willing attitude
• Well organized - conscious of process - methodical
• Drive to achieve targets
• Attention to detail - checks facts and figures and spots mistakes. Takes ownership to get anomalies resolved
• Numerate to handle financial calculations
• IT literate - able to use a variety of systems
• Accurate with spelling and numbers
• Tenacious - tries to solve problems to achieve the objective
• Attitude of continuous improvement - questioning how and why tasks are done to find better ways for clients and colleagues.

Other Skills/Abilities

• Friendly, approachable and enthusiastic telephone manner
• Proficient in the use of Microsoft Word, Excel and Outlook
• Willingness to learn new IT systems and make the best use of them by self- help or asking system providers
• An interest in technology, to keep up with latest systems used by clients and suppliers.