Mortgage & Protection Advisor

Hardy Booth Recruitment; Rochdale; On-site; GBP 30,000 - 35,000; Full time

Job summary

A financial services brokerage is seeking a Mortgage & Protection Advisor to provide expert advice on mortgages and protection plans in Rochdale. The role comes with a competitive salary of £30,000 - £35,000 plus commission (OTE £50K+), and all leads are provided. Ideal candidates should have CeMAP qualification and a proven sales track record. Join a supportive team dedicated to making a difference for clients.

Benefits

Company pension scheme

All leads provided

Supportive team environment

Qualifications

• Proven background as a Mortgage & Protection Advisor.
• Full FCA compliance is required.
• CAS status and independent working capability are essential.
• A drive for helping clients make financial choices.

Responsibilities

• Build lasting relationships with clients.
• Provide expert advice on mortgages and remortgages.
• Advise on life, critical illness, and income protection.
• Maintain accurate client records and standards.
• Grow new business through referrals.

Skills

Mortgage advice

Protection insurance sales

Communication skills

Self-motivation

Relationship building

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 is looking for a superstar Mortgage & Protection Advisor. Their established introducer channels mean plenty of warm, quality leads and an extensive database, providing an optimal platform for helping people turn their property dreams into reality and be rewarded handsomely for doing so.

This company has built a brilliant client base over the years, and many of their mortgage and protection products are now up for review. 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 to help your clients make smart, confident choices.

What You’ll Be Doing

• Building lasting relationships with clients and keeping in touch as 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 initiative

What You’ll Bring

• A proven background as a Mortgage & Protection Advisor, ideally with a 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 – 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 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!

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.