Senior Mortgage & Protection Broker - Zest Money Group

Oakheart Property Ltd; Sudbury CP; On-site; GBP 59,500 - 80,500; Full time

Benefits offered by this job

Market-leading leads

Administrative support

Growth-focused environment

Job summary

Zest Money Group in Suffolk is seeking an experienced Senior Mortgage & Protection Broker to join our team in Sudbury or Bury St Edmunds, with access to leads from a market-leading estate agent and strong administrative support to help you focus on advising and converting business.

You will provide high-quality mortgage and protection advice across residential, remortgage, buy-to-let, and related protection needs, while managing the full client journey from enquiry to completion and maintaining

Qualifications

• Proven experience as a Mortgage & Protection Adviser or Broker, ideally in a senior or high-performing role.
• Strong knowledge of mortgage and protection products, lender criteria and the end-to-end advice process.
• Confident, client-focused approach with excellent communication and conversion skills.

Responsibilities

• Provide high-quality mortgage and protection advice across residential, remortgage, buy-to-let and related protection needs.
• Manage the full client journey from initial enquiry through to completion, delivering excellent service and compliant advice throughout.
• Work warm leads generated by a market-leading estate agency while building your own local relationships and introducer network.
• Handle complex cases including self-employed applicants, buy-to-let investors and non-standard income structures.
• Maintain accurate records, fact-finds and suitability documentation in line with FCA and internal compliance standards.
• Contribute to growth of Zest Money Group’s presence through strong client outcomes and local relationships.

Skills

CeMAP qualification

Mortgage & protection advisory

Client relationship management

Lender criteria knowledge

Education

CeMAP qualification

Job description

Zest Money Group is an independent mortgage, protection and insurance brokerage serving clients across Essex and Suffolk. We are looking for an experienced Senior Mortgage & Protection Broker to join our growing team in Sudbury or Bury St Edmunds, with access to leads from a market-leading estate agent and strong administrative support to help you focus on advising and converting business.

The role

• Provide high-quality mortgage and protection advice across residential, remortgage, buy-to-let and related protection needs.
• Manage the full client journey from initial enquiry through to completion, delivering excellent service and compliant advice throughout.
• Work warm leads generated by a market-leading estate agency, while also building your own local relationships and introducer network.
• Handle complex cases confidently, including self-employed applicants, buy-to-let investors and clients with non-standard income structures.
• Maintain accurate records, fact-finds and suitability documentation in line with FCA and internal compliance standards.
• Contribute to the growth of Zest’s presence in Sudbury or Bury St Edmunds through strong client outcomes and local relationship building.

What we’re looking for

• Proven experience as a Mortgage & Protection Adviser or Broker, ideally in a senior or high-performing role.
• Strong knowledge of mortgage and protection products, lender criteria and the end-to-end advice process.
• A confident, client-focused approach with excellent communication and conversion skills.
• Ability to manage a busy pipeline and work effectively with administrators, solicitors, estate agents and lenders.
• CeMAP or equivalent qualification is expected for an advisory role of this level.
• Experience working with estate agency introducers would be a strong advantage.

Package and progression

• Realistic on-target earnings of £70,000.
• Leads from a market-leading estate agent to support regular opportunities and pipeline growth.
• Full administrative support and a professional, growth-focused working environment.
• Opportunity to play a leading role in expanding Zest Money Group’s presence across Suffolk and the wider region.

This role would suit an ambitious broker who wants high-quality leads, a strong local brand opportunity and the platform to build a substantial book of business. We’d love to hear from you! Send your CV to [e-mail]