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Mortgage & Protection Advisor
Job summary
A recruitment agency is seeking a Mortgage & Protection Advisor in Morden, SM4. The role involves providing mortgage and protection advice, managing client leads, and ensuring compliance within a busy local estate agency. Ideal candidates will be CeMAP qualified with recent mortgage advisory experience, strong interpersonal skills, and the ability to thrive under pressure. The position offers a competitive salary and the potential for unlimited earnings through commissions.
Benefits
Qualifications
- CeMAP qualification or equivalent is a must.
- Experience in mortgage advice roles is essential.
- Strong understanding of mortgage industry practices is required.
Responsibilities
- Provide mortgage and protection advice to clients.
- Assess clients' financial situations and make recommendations.
- Manage leads generated through the estate agency.
- Maximise cross-selling opportunities.
- Maintain accurate records and ensure compliance.
Skills
Job Description
Worth Recruiting Property Industry Recruitment
Job Title: MORTGAGE & PROTECTION ADVISOR Financial Services
Location: Morden SM4
Salary: 70000 per annum
Position: Permanent Full-Time
Reference: WR76641
A great opportunity for a CeMAP‑qualified Mortgage & Protection Advisor who is looking for an employed role in a hot‑lead rich sales environment! Our client, a busy local estate agency, provides mortgage and protection advice to new and existing clients.
This role offers the chance to join a long‑standing busy Estate Agency Group operating across Surrey & South West London supporting clients with mortgage advice on first‑time purchases, onward purchases, buy‑to‑let and remortgage cases.
You will work closely with clients to understand their financial circumstances and recommend suitable mortgage and protection solutions.
- Providing mortgage and protection advice to new and existing clients
- Assessing clients' financial situations to deliver appropriate recommendations
- Managing a pipeline of leads generated through the estate agency
- Identifying and maximising cross‑selling opportunities
- Maintaining accurate records and ensuring compliance with regulations
- Delivering high standards of client service and communication
- CeMAP (or equivalent) qualified
- Current or recent experience as a Mortgage Adviser
- Strong technical knowledge of the mortgage industry
- CAS status preferred
- Proven track record in mortgage services and advisory work
- Excellent communication, telephone and interpersonal skills
- Smart professional presentation
- Self‑motivated, ambitious and able to work under pressure
- Full UK driving licence and own car
- Unlimited earning potential
- A steady flow of high‑quality leads
- Strong commission structure
- Opportunity to work within a respected professional Estate Agency environment
If you are interested in this Mortgage & Protection Advisor role please contact the Property Recruitment Team at Worth Recruiting today quoting reference: WR 76641.
- Response Time : We receive a great many applications and respond as quickly as possible. If you have not heard from us within 48 working hours please assume that, on this occasion, your application has not been successful.
- Data Protection : Worth Recruiting is acting as a recruitment agency in relation to this position. By submitting your application you consent to Worth Recruiting processing and storing your data for the purposes of your job search. For more information please see our privacy policy on our website.
- Confidentiality : All communications with Worth Recruiting are completely confidential. We will always need to speak with you before we are able to submit your CV to our client.
- Please Note : This vacancy summary is intended as a general guide only and should NOT be used as a definitive job description. Our job advert including details of salary, working hours or location may change without notice and, in any case, will be highly influenced by the skills, qualifications, previous experience, attitude, ability and personal requirements of the candidate.
About Worth Recruiting : Worth Recruiting provides a bespoke recruitment service to the Property Industry offering roles in Estate Agency, Lettings, Commercial Property, Surveying, Property Management, Financial Services and Prop Tech. Find out more at ....
Job Reference: WR 76641 Mortgage & Protection Advisor Financial Services
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.