Mortgage & Protection Advisor

Worth Recruiting - Property Industry Recruitment; Greater London; On-site; GBP 51,000 - 69,000; Full time

Benefits offered by this job

Unlimited earning potential

Quality leads

Supportive working environment

Job summary

Worth Recruiting - Property Industry Recruitment in London is seeking a qualified Mortgage & Protection Advisor to join a busy estate agency team. You will provide expert mortgage and protection advice, guiding clients from initial enquiry through to completion.

The role requires current or recent mortgage advisory experience, strong knowledge of residential and buy-to-let products, and excellent communication skills. A full UK driving licence is required for on-site work in Mortlake.

Qualifications

• Current or recent experience working as a Mortgage Adviser (in residential, buy-to-let or remortgage sectors).
• Thorough knowledge of residential mortgage and buy-to-let products.
• Proven track record in providing mortgage advice to clients.
• Confident with cross-selling protection and other financial products.
• Excellent communication skills with a professional telephone manner.
• Full UK driving licence and access to own car.

Responsibilities

• Provide professional mortgage and protection advice to new and existing clients.
• Manage clients through the mortgage process from enquiry to completion.
• Assess clients' financial circumstances and identify suitable mortgage solutions.
• Advise on residential, buy-to-let and remortgage products.
• Identify opportunities to introduce protection and other financial products.
• Build strong client relationships and generate additional business via referrals.

Skills

Mortgage adviser experience

Residential mortgage knowledge

Cross-selling

Communication skills

UK driving licence

Job description

A busy Estate Agency in South West London is looking for a qualified and experienced Mortgage & Protection Advisor to join its team. This role would suit a practicing adviser with strong mortgage knowledge, excellent communication skills and a proven track record in the mortgage services industry.

Job Title: Mortgage & Protection Advisor

Location: Mortlake, SW14

Salary: OTE £60,000 per annum

Position: Permanent, Full-Time

Reference: WR96344

The successful Mortgage & Protection Advisor will provide expert advice across residential mortgages, buy-to-let, remortgages and protection products.

You’ll work closely with clients throughout the process, identifying their requirements, providing suitable recommendations and developing new business through leads, referrals and cross‑selling.

What's in it for you (Benefits):

• Unlimited earning potential
• Numerous quality leads
• Opportunity to develop and grow your client base
• Supportive and professional working environment

The Company:

• Independent sales and lettings agency with a strong presence across South West London
• Specialist in property across sought‑after residential locations
• Provides a range of property services to buyers, sellers, landlords and investors

What You'll Be Doing (Key Responsibilities) as a Mortgage & Protection Advisor:

• Provide professional mortgage and protection advice to new and existing clients
• Manage clients through the mortgage process from initial enquiry through to completion
• Assess clients’ financial circumstances and identify suitable mortgage solutions
• Advise on residential, buy-to-let and remortgage products
• Identify opportunities to introduce relevant protection and other financial products
• Build strong client relationships and generate additional business through referrals and cross‑selling

What our client is looking for (Skills & Experience):

• Current or recent experience working as a Mortgage Adviser
• Thorough knowledge of the residential mortgage and buy‑to‑let sectors
• Proven track record in providing mortgage advice
• Confident with cross‑selling protection and associated financial products
• Excellent communication skills with a professional telephone manner
• Full UK driving licence and access to your own car

Job Reference: WR96344 – Mortgage & Protection Advisor – Financial Services