Senior Mortgage & Protection Advisor

Stonebridge Group Ltd; Lincoln; On-site; GBP 28,000 - 60,000; Full time

Benefits offered by this job

Uncapped commission

Income guarantee

Warm leads provided

Job summary

Mundys Financial in Lincoln is seeking a Mortgage & Protection Advisor to provide expert mortgage and protection advice to clients drawn from our estate agency network. You’ll work with professional support staff to ensure a smooth journey and uncover opportunities to meet clients’ full financial needs.

The role requires CeMAP and UK driving licence, with strong communication skills and a client-focused, professional approach. A path for career growth within a high-performing team awaits.

Qualifications

• Proven experience within a mortgage advice environment.
• Strong knowledge of current legislation.
• Excellent communication and presentation skills.
• High integrity and client-focused approach.

Responsibilities

• Deliver proactive mortgage and protection advice to clients referred by our Estate Agency connection.
• Collaborate with support staff to ensure a smooth client journey.
• Identify and develop new opportunities with existing clients to meet financial needs.
• Maintain professional competence through ongoing training and updates.

Skills

CeMAP

UK driving licence

Mortgage advice experience

Excellent communication

Education

CeMAP qualification

Tools

Mortgage sourcing software

Job description

Build your future in Mortgage Advice

As a Mortgage & Protection Advisor, you’ll play a key role in helping clients make informed decisions, providing expert advice tailored to their needs while operating within the regulatory framework.

Requirements

• MUST HAVE Full CeMAP qualification (or industry equivalent)
• Full UK driving licence

Your responsibilities will include:

• Delivering proactive, ongoing mortgage and protection advice to clients introduced by our leading Estate Agency connection
• Working closely with professional support staff to ensure a smooth, efficient client journey
• Identifying and developing new opportunities with existing clients to meet their full financial needs
• Maintaining professional competence through continuous training, qualifications, and legislative updates

What We’re Looking For

Experience & Knowledge

• Proven experience within a mortgage advice environment
• Strong technical knowledge of current legislation
• Confident use of mortgage and protection sourcing/research software
• Excellent communication and presentation skills, with the ability to explain complex information clearly and simply
• A track record of delivering exceptional customer service

Personal Attributes

• High levels of honesty and integrity
• Well-organised with strong planning skills
• Dynamic, enthusiastic, and self-motivated
• Client-focused problem solver
• Driven to continuously develop both personally and professionally
• Methodical and professional approach to work

Due to continued growth, Mundys Financial we are excited to welcome a Mortgage & Protection Advisor to our expanding team. This is a fantastic opportunity for an ambitious, client-focused professional who wants to grow their career within a supportive, high-performing business with excellent long-term prospects.

• You’ll benefit from a competitive basic salary, a generous and uncapped commission structure, and an income guarantee for your first 6 months, giving you the confidence to focus on doing what you do best: delivering outstanding advice and service.

Why join Us?

• Warm, high-quality leads provided
• Clear career progression for the right candidate
• Supportive team environment with professional backing
• Strong earning potential with no cap on commission