Remote Mortgage & Protection Adviser | Client-Focused Expert

Succession Wealth; England; Remoto; GBP 40.000 - 50.000; Tempo pieno

Vantaggi offerti da questo lavoro

25 days annual leave

Pension scheme

Discounts on Aviva products

Home office stipend

Descrizione del lavoro

Succession Wealth is seeking an experienced Mortgage and Protection Adviser to join our growing team. You will provide high‑quality mortgage and protection advice across a range of client needs, while refining internal processes and ensuring a smooth client journey.

The role requires CeMAP (or equivalent) and ideally CeRER, with strong whole‑of‑market knowledge. This home‑based position offers a basic salary of £40,000–£50,000 (DOE) plus an annual bonus, and access to a comprehensive benefits

Competenze

• CeMAP (or equivalent) is required and CeRER is ideal.
• Strong whole-of-market mortgage advisory experience.
• Excellent knowledge of mortgage and protection products and regulatory requirements.

Mansioni

• Provide high-quality mortgage and protection advice across purchases, remortgages, product transfers and related protection needs.
• Lead client-focused protection conversations and educate on risk, recommending appropriate solutions.
• Manage cases end-to-end from initial fact-find to application, completion and post‑completion support.
• Review and enhance mortgage and protection processes, workflows and documentation to improve efficiency and adviser usability.
• Collaborate with internal stakeholders to support seamless case progression and ensure regulatory compliance.
• Maintain high standards of file quality, documentation and suitability reporting; identify risks and improvements.

Conoscenze

CeMAP

Mortgage advisory

Regulatory knowledge

Client communication

Formazione

CeMAP or CeRER

Descrizione del lavoro

Succession Wealth is seeking an experienced Mortgage and Protection Adviser to join our growing team. You will provide high‑quality mortgage and protection advice across a range of client needs, while refining internal processes and ensuring a smooth client journey.

The role requires CeMAP (or equivalent) and ideally CeRER, with strong whole‑of‑market knowledge. This home‑based position offers a basic salary of £40,000–£50,000 (DOE) plus an annual bonus, and access to a comprehensive benefits