Mortgage & Protection Advisor

Northreach; City Of London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A fast-growing financial advice firm in London is seeking a Mortgage Adviser to provide exceptional mortgage advice through virtual meetings and close collaboration with support teams. The ideal candidate will have a CeMAP qualification and at least 3 years of mortgage advice experience, along with strong communication and problem-solving skills. This role offers opportunities for professional growth and significant client impact.

Qualifications

• Minimum 3 years of experience in mortgage advice, ideally in a high-volume environment.
• Strong understanding of mortgage products, regulations, and market trends.
• Confidence advising on complex cases.

Responsibilities

• Providing whole-of-market mortgage advice across a wide range of client scenarios.
• Conducting virtual client meetings to deliver tailored recommendations.
• Working closely with the support team to ensure smooth application processing.
• Maintaining strong relationships with referrers and identifying new business opportunities.
• Supporting wider business growth.

Skills

Communication skills

Client relationship management

Problem-solving skills

Mortgage product understanding

Education

CeMAP or equivalent qualification

Job description

We’re supporting a fast‑growing financial advice business that’s redefining how customers access mortgage and protection solutions in the UK. Combining human expertise with cutting‑edge technology, this organisation empowers advisers to deliver exceptional client outcomes with less admin and more impact.

What you’ll do

You’ll play a key role in delivering high‑quality advice while helping shape the future of the mortgage & protection offering.

Key responsibilities include:

• Providing whole‑of‑market mortgage advice across a wide range of client scenarios
• Conducting virtual client meetings to deliver tailored recommendations
• Working closely with the support team to ensure smooth application processing
• Maintaining strong relationships with referrers and identifying new business opportunities
• Supporting wider business growth as the company continues to scale
• Delivering exceptional customer outcomes and compliant advice

What you’ll bring

• CeMAP (or equivalent mortgage advice qualification)
• Minimum 3 years’ experience in mortgage advice, ideally in a high‑volume environment
• Strong understanding of mortgage products, regulation, and market trends
• Excellent communication, client relationship, and problem‑solving skills
• Confidence advising on complex cases
• A proactive, adaptable mindset and appetite to contribute to a growing business

Nice to have

• Protection advice qualification/experience
• Background in scale‑up or fast‑growth environments
• Experience delivering webinars or BD‑focused content