Mortgage & Protection Adviser

www.topfinancialjobs.co.uk - Jobboard; Manchester (NC); On-site; GBP 35,000 - 70,000; Full time

Job summary

An established industry player is seeking a Mortgage & Protection Adviser to join their high-performing team in Manchester. This role offers a fantastic opportunity to leverage your financial services expertise while guiding clients through the mortgage process. With a competitive salary of up to £35,000 and an OTE of £70,000+, you will enjoy a supportive work environment with access to a steady stream of quality leads. The position allows for some hybrid working, providing flexibility while maintaining strong client relationships and delivering outstanding service. If you're passionate about helping clients make informed decisions, this is the perfect opportunity for you.

Qualifications

• Proven track record in mortgage advisory roles.
• CeMAP qualified with CAS status preferred.

Responsibilities

• Guide clients through the mortgage process with tailored advice.
• Provide expert advice on whole-of-market mortgage products.
• Build and maintain strong relationships with clients.

Skills

CeMAP qualification

Customer service

Communication skills

Financial assessment

Problem-solving

Education

CeMAP qualification

Job description

Location: Manchester 1-2 days WFH

Salary: Up to 35,000 basic with an OTE of 70,000 plus benefits

Hours: Monday to Friday 9 am to 5.30 pm

About the position of Mortgage & Protection Adviser:

We're looking for an experienced Mortgage & Protection Advisor to join a high-performing team in Manchester.

This is a fantastic opportunity to apply your financial services expertise in a role where you'll guide clients through the mortgage process, offering expert, tailored advice that helps them make informed decisions. Ideally CeMAP qualified with CAS status, you'll bring a proven track record in a similar role, along with a passion for delivering outstanding service. In return, you'll benefit from working with Salford's largest estate agency, gaining access to a steady stream of quality leads and appointments, full admin and back-office support, and clear opportunities for career progression, including potential managerial roles.

We offer a competitive basic salary of up to 35,000, with uncapped OTE potential of 70,000+, and while the role is primarily office-based Monday to Friday, there is flexibility for some hybrid working.

Responsibilities required for the role of Mortgage & Protection Adviser:

• Working closely with a busy estate agent, dealing with pre-qualified mortgage leads
• Assess clients' financial situations to identify suitable mortgage options
• Provide expert advice on "whole of market" mortgage products
• Providing tailored protection advice including life, critical illness, and income protection
• Liaising with lenders to facilitate/expedite the approval process, offering regular updates to clients
• Building and maintaining strong relationships with clients to encourage repeat business and recommendations
• Working closely with our in-house financial advisor, offering an additional service to clients if required
• Maintain up-to-date knowledge of market trends and changes in mortgage regulations
• Working with attention to detail, maintaining high compliance standards under FCA guidelines

Experience required for the role of Mortgage & Protection Adviser:

• Proven track record within a similar role
• CeMap qualified, ideally with CAS status
• Results driven, able to find solutions
• Customer focused, with excellent communication skills
• Pro-active and motivated approach

For more information regarding the role of Mortgage & Protection Adviser please contact us

Stellar Select is acting as an employment agency and is a corporate member of the REC

Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.