Senior Mortgage Advisor

Vincere; Basildon; On-site; GBP 59,000 - 72,000; Full time

Benefits offered by this job

Leads provided

Competitive commission

Training & development

Supportive environment

Career progression

Job summary

Worth Recruiting – Property Industry Recruitment is seeking a qualified Mortgage & Protection Advisor to manage hot leads and deliver tailored mortgage and protection solutions in a busy estate agency environment in Basildon.

The role requires CeMAP or equivalent, strong communication, and a proactive approach to building lasting client relationships; you will manage application progress and stay compliant with FCA regulations while enjoying a strong commission structure and ongoing training.

Qualifications

• CeMAP or equivalent mortgage qualification is required.
• Experience advising on mortgage and protection products is essential.
• Strong communication and customer service skills are required.

Responsibilities

• Advise clients on suitable mortgage and protection products.
• Manage and convert internally generated leads.
• Support clients through mortgage application and approval process.
• Maintain FCA compliance and company procedures.
• Build relationships with buyers, lenders and colleagues.
• Keep up to date with mortgage products and market changes.

Skills

CeMAP

Lead management

Mortgage products knowledge

Customer service

Communication

Organised

UK driving licence

Education

CeMAP or equivalent mortgage qualification

Job description

An exciting opportunity for a qualified Mortgage & Protection Advisor to manage hot leads, provide tailored financial advice, and deliver mortgage and protection solutions within a busy estate agency environment.

Worth Recruiting – Property Industry Recruitment

Job Title: Mortgage & Protection Advisor

Location: Basildon, SS16 5XY

Salary: OTE £65,000 per annum

Position: Permanent – Full Time

Reference: WR97792

We are recruiting on behalf of a successful estate agency and financial services group with offices in the Basildon area who are seeking an experienced Mortgage & Protection Advisor.

The role offers access to a strong flow of leads generated internally, supporting consistent business opportunities. Any candidates applying for this role should be CeMAP or equivalent qualified and have CAS.

What's in it for you (Benefits):

• Strong flow of quality internally generated leads
• Competitive salary with attractive commission structure
• Ongoing training and professional development opportunities
• Supportive and professional working environment
• Opportunity to build a long-term career within financial services

The Company:

• Busy estate agency and financial services group based in Sevenoaks
• Customer-focused business supporting residential buyers
• Professional and collaborative team environment

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

• Advising clients on suitable mortgage and protection products
• Managing and converting internally generated leads
• Supporting clients through the mortgage application and approval process
• Maintaining compliance with FCA regulations and company procedures
• Building strong relationships with buyers, lenders, and estate agency colleagues
• Keeping up to date with mortgage products, lenders, and market changes

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

• Fully CeMAP qualified or equivalent mortgage qualification
• Previous experience as a Mortgage & Protection Advisor
• Strong understanding of mortgage and protection products
• Excellent communication and customer service skills
• Ability to manage and convert a strong lead pipeline
• Organised with strong attention to detail
• Professional and proactive approach to client relationships
• Full UK driving licence preferred

Is this the role for you?

Job Reference: WR97792 – Mortgage and Protection Advisor – Financial Services