Mortgage & Protection Adviser

City

Accounting

35000 Annual

Permanent


Job Title: Mortgage & Protection Adviser

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
  • Keen eye for detail
  • 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.

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