Mortgage & Protection Advisor

Additional Resources Ltd.; Burnham; On-site; GBP 31,000 - 37,000; Full time

Benefits offered by this job

Competitive salary

Warm leads

Pension

Private medical insurance

Career progression

CPD training

Job summary

Additional Resources Ltd. is seeking an experienced Mortgage & Protection Advisor in the United Kingdom. You will provide whole-of-market mortgage and protection advice to warm, qualified enquiries, guiding clients from initial contact through to completion.

The role offers a basic salary of £34,000 with an OTE of £100,000+ and a comprehensive benefits package. You will support clients and work closely with property teams to maximise opportunities and ensure compliant advisory processes.

Qualifications

• CeMAP-qualified mortgage adviser with strong understanding of FCA compliance requirements.
• Proven ability to convert warm enquiries into completed business.
• Strong client relationship skills to encourage repeat business and referrals.

Responsibilities

• Provide whole-of-market mortgage and protection advice from enquiry to completion.
• Convert qualified enquiries into business while ensuring compliant outcomes.
• Build lasting client relationships and maximise opportunities with estate and property teams.

Skills

CeMAP qualification

Lead conversion

Client relationship

Compliance knowledge

Communication skills

Education

CeMAP certification

Tools

CRM systems

Job description

An opportunity has arisen for a Mortgage & Protection Advisor to join a mortgage and property services business providing tailored mortgage, protection and financial solutions.

As a Mortgage & Protection Advisor, you will be providing whole-of-market mortgage and protection advice to warm, qualified enquiries while managing clients through to completion.

This role offers a basic salary of £34,000 with an OTE £100,000+ and benefits.

You will be responsible for:

• Provide whole-of-market mortgage and protection advice, supporting clients from initial enquiry through to completion.
• Convert qualified enquiries into completed business while delivering appropriate customer outcomes.
• Build lasting client relationships to encourage repeat business and referrals.
• Work closely with estate agency and property teams to maximise business opportunities.
• Ensure all advice and processes remain fully FCA compliant throughout the advice process.

What we are looking for:

• Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage & Protection Adviser, Protection Adviser, Protection Advisor, Mortgage & Protection Advisor, Mortgage Consultant or in a similar role.
• CeMAP qualification.
• Good knowledge of FCA compliance requirements.
• Strong ability to convert leads and build trusted client relationships.
• Motivated, organised and client-focused

Whats on offer:

• Competitive salary
• Regular access to warm, qualified enquiries.
• Leads generated through established property and landlord services.
• Repeat business and professional referrals.
• Full administrative support.
• Whole-of-market mortgage proposition.
• Additional earning opportunities through protection, wills and referral services.
• Company pension and private medical insurance.
• Increasing holiday allowance.
• Ongoing lender training and CPD.
• Genuine opportunities for career progression within a growing property group.

If youre an experienced Mortgage & Protection Advisor seeking higher earnings, quality leads and strong support, this could be the ideal next step.

Important Information: We endeavour to process your personal data in a fair and transparent manner.

In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.

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It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.

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Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.