Mortgage & Protection Advisor

We Are PROPA Limited; Rochdale; On-site; GBP 30,000 - 35,000; Full time

Job summary

A financial services brokerage in Rochdale is seeking a Mortgage & Protection Advisor. In this role, you will provide clients with clear and honest mortgage advice while leveraging an extensive database of existing clients. You will also help clients make wise financial decisions regarding protection insurance. A competitive salary of £30,000 - £35,000 plus commission (OTE £50K+) is offered, along with all leads provided and a supportive team environment.

Benefits

Company pension scheme

All leads provided

Supportive team environment

Qualifications

• Proven experience as a Mortgage & Protection Advisor with a strong track record in protection insurance.
• Full FCA compliance and CAS status.
• Ability to work independently while providing excellent customer service.

Responsibilities

• Build and maintain relationships with clients.
• Provide expert advice on mortgages and protection products.
• Ensure client records are compliant and standards are high.
• Leverage existing client base for referrals.

Skills

Mortgage & Protection advice

Communication skills

Client relationship management

Self-motivation

Education

CeMAP (or equivalent) qualification

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’re 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 believe 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’s 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.