Mortgage & Protection Advisor

Hardy Booth Recruitment; Borough of Rossendale; On-site; GBP 30,000 - 35,000; Full time

Job summary

A Financial Services brokerage in the UK is seeking a Mortgage & Protection Advisor. You'll provide expert, jargon-free advice to clients and maintain strong relationships. The role offers a salary of £30,000 - £35,000 plus commission, a supportive team environment, and a focus on client satisfaction. Ideal candidates will have proven experience and relevant qualifications.

Benefits

Company pension scheme

All leads provided

Supportive team environment

Qualifications

• Proven experience as a Mortgage & Protection Advisor.
• Full FCA compliance required.
• Confidence to work independently and generate client referrals.

Responsibilities

• Build lasting relationships with clients.
• Provide expert advice on mortgages and protection plans.
• Maintain client records and ensure recommendations are compliant.

Skills

Mortgage & Protection Advisory skills

Communication skills

Self-motivation

Relationship building

Insurance sales expertise

Education

CeMAP qualification or equivalent

Job description

Mortgage & Protection Advisor

£30,000 £35,000 + Commission (OTE £50K+)

Monday Friday, 8:30am 5:30pm (1-hour lunch) Rochdale

A respected - and growing - Financial Services brokerage are looking for a superstar Mortgage & Protection Advisor to join them. Their established introducer channels means plenty of warm, quality leads and extensive database (no endless cold calling!) provides you the optimal platform to help people turn their property dreams into reality and be rewarded handsomely for doing so!

This company have built a brilliant client base over the years, and many of their mortgage and protection products are now coming up for review. So we are on the lookout for a service-led, relationship-driven advisor who loves reconnecting with clients, spotting opportunities, and giving advice that really makes a difference.

As the new Mortgage & Protection Advisor, you’ll be the friendly expert clients turn to for clear, honest advice. You’ll work with a ready-made database of existing and previous clients and be tasked with reviewing mortgages, remortgages, product transfers, and protection plans and helping your clients make smart, confident choices.

This company believes in providing clear, robust, holistic advice and protection insurance sits at the heart of this. So, if you’re the kind of person who gets genuine satisfaction from protecting families and helping clients achieve their goals, you’ll fit right in.

What You’ll Be Doing

• Building lasting relationships with clients and keeping in touch when their needs change.

• Giving expert, jargon-free advice on mortgages, remortgages, and buy-to-let options.

• Advising clients on life and critical illness to income protection.

• Keeping your client records sharp, your recommendations compliant, and your standards sky-high.

• Making the most of the existing client base while growing new business through referrals and your own initiative.

What You’ll Bring

• A proven background as a Mortgage & Protection Advisor, ideally with strong track record of protection insurance sales.

• CeMAP (or equivalent) qualification and full FCA compliance.

• CAS status and the confidence to work independently.

• A knack for Protection Insurance advice and sales.

• Brilliant communication skills. You'll be friendly, professional, and easy to talk to.

• Drive, self-motivation, and a genuine passion for helping people make great financial choices.

• A positive attitude and a team player mindset.

What’s In It for You

• £30,000 - £35,000 salary + commission (OTE £50K+)

• Company pension scheme

• All leads provided

• A supportive, down-to‑earth team that actually enjoys what they do.

Interested?

Contact Sarah or Sophie at Hardy Booth Recruitment for more information, or apply today to be considered!

Disclaimer

Hardy Booth Recruitment Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role.