Mortgage & Protection Advisor

Northreach; Greater London; On-site; GBP 40,000 - 55,000; Full time

Job summary

A recruitment agency in the financial services sector is seeking a skilled Mortgage Adviser to provide expert mortgage advice and deliver exceptional client outcomes. The ideal candidate has at least 3 years of experience in mortgage advice, holds a CeMAP qualification, and demonstrates excellent communication skills. You will conduct virtual client meetings and work closely with a support team to ensure smooth processing of applications while contributing to business growth. This is an exciting opportunity to join a dynamic organization in a growing field.

Qualifications

• Minimum 3 years' experience in mortgage advice, ideally in a high-volume environment.
• Strong understanding of mortgage products, regulation, and market trends.

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 as the company continues to scale.
• Delivering exceptional customer outcomes and compliant advice.

Skills

Excellent communication skills

Client relationship management

Problem-solving skills

Confidence advising on complex cases

Proactive mindset

Education

CeMAP or equivalent mortgage advice qualification

Job description

Northreach is a dynamic recruitment agency that connects businesses with top talent in financial services, fintech, and digital sectors. We specialize in providing a seamless recruitment experience for clients and candidates, fostering innovation and professional growth.

The Opportunity

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 organization 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