Mortgage and Protection Adviser

Pay: £30,000.00 per year
Fully Remote

We are seeking a dedicated Mortgage and Protection Advisor to join our client's financial services team.

This role is designed for an experienced Mortgage and Protection Advisor looking to work for market leading and well established company. It offers full-time employment but self-employment can be also considered.

The successful candidate will play a vital role in guiding clients through the mortgage process, offering expert advice and ensuring they secure the most suitable financial solutions. This position provides an excellent opportunity for individuals passionate about finance and customer service to develop their careers within a reputable organisation. The role involves working closely with clients to understand their needs, assess their financial situations, and recommend appropriate mortgage products. A strong understanding of financial services and basic maths skills are essential to succeed in this role.

Essential Requirements:

- CeMAP qualified (or equivalent) with proven advisory experience
- Motivated, professional, and client-focused
- Fluent in Polish and English (spoken and written)
- A strong team player with a proactive mindset
- Ambitious and keen to grow within a supportive, high-quality firm
- With solid understanding of residential, buy-to-let, specialist lending, and protection products
- Excellent communicator with attention to detail and client-facing skills
- A proactive, organised professional who can manage a varied caseload efficiently

Duties:

- Provide expert advice to clients on various mortgage options tailored to their individual circumstances
- Assess clients’ financial situations by analysing income, expenses, and credit history
- Assist clients in completing mortgage applications accurately and efficiently
- Stay informed about current market trends, lending criteria, and new mortgage products
- Build and maintain strong relationships with clients, lenders, and other industry professionals
- Ensure compliance with all relevant regulations and company policies during the advisory process
- Educate clients on the mortgage process, including legal documentation and repayment options
- Follow up with clients throughout the application process to ensure smooth progression and resolve any issues that arise

Experience

- Previous experience within financial services or a related field is preferred but not essential; training will be provided for suitable candidates
- Basic maths skills are required for accurate assessment of client finances and calculations
- Strong interpersonal skills with the ability to communicate complex information clearly and professionally
- Organised with attention to detail to ensure accuracy in documentation and compliance procedures
- A proactive approach with excellent organisational abilities to manage multiple client cases simultaneously
- This role offers a dynamic environment where your expertise can make a meaningful impact on clients' financial futures. We welcome motivated individuals eager to grow within the financial services sector.

Benefits:

- Uncapped bonus structure
- Private Medical Insurance
- Strong operational and compliance support
- A collaborative team environment with real scope to grow and influence the business
- Ongoing training and development
- Access to niche lenders and tailored finance options, including bridging finance, second charge loans or development finance in-house
- Long-term stability within a reputable and growing firm
- Opportunities for career progression
- Financial participation in company growth for the right candidate

To apply for this role, please send your CV and Cover Letter to [email protected]

Job Types: Full-time, Permanent

Benefits:

Private medical insurance
Referral programme
Work from home