Key details
Location: Morningside Road, Edinburgh
Hours of work: 37.5 hours per week, Monday to Friday
Key requirements
Essential
* CMAP Qualified or equivalent
* Whole of-market mortgage and protection experience
* Detailed knowledge and understanding of compliance procedures including record keeping requirements.
* Proven ability to deliver exceptional standards of customer service
* Proven ability to deliver financial targets and KPIs
* Proficient in the use of IT systems including MS Teams, Word, Excel & Outlook
Desirable
* Knowledge of the Edinburgh Southside housing market
* Full UK Driving Licence
* Prior experience of Customer Record Management (CRM) or a comparable database
About the role
We’ve recently opened the doors to our brand new office in the heart of Morningside and it’s already busy with activity across Sales, Lettings and Financial Services. We now looking for an ambitious Mortgage and Protection Adviser to be part of our growing team. This is an exciting opportunity to work with a trusted and established brand, while enjoying the energy and growth potential of a new branch. With direct access to buyers, on-site support, and a colleague referral network, you’ll be perfectly placed to grow your client base.
In this role, you’ll provide mortgage and protection solutions, along with holistic financial planning, to meet the needs of our clients, while working closely with our sales team to help identify and generate financial services leads.
Competencies
* Customer Focus
* Communication
* Collaboration
* Problem Solving & Innovation
* Planning & Organising
* Positive Mindset
How to apply
About you
You’ll already be an established Mortgage and Protection Advisor (CMAP qualified or equivalent), with the confidence and expertise to guide clients through some of the biggest financial decisions of their lives. What really sets you apart is your drive to grow, connect, and deliver results.
You’ll thrive in this role if you:
* Have a proactive approach to building your business and generating leads — you see opportunities where others see challenges.
* Appreciate the value in creating long-term relationships, not just transactions, and enjoy becoming a trusted advisor to your clients.
* Balance technical expertise with a genuine, customer-first mindset, always going the extra mile to deliver the best outcome.
* Are collaborative by nature — you’ll work hand-in-hand with our sales team to spot opportunities and expand our client base.
* Bring energy, positivity, and self-motivation, with the resilience to hit targets and the ambition to exceed them.
Key responsibilities
Delivering exceptional service
* Responsible for adhering to agreed mortgage and protection services sales processes with the aim of delivering an exceptional service experience.
* Responsible for driving personal targets and contributing proactively to the team targets.
* Actively promoting and building the business through prospecting/contacting potential clients in accordance with the firm’s business plan, and developing and identifying new business opportunities.
* Undertaking sufficient product and market research to make suitable recommendations to our clients and offer a great client experience.
* Reporting and keeping in regular contact with clients by maintaining a robust follow up of all financial sales opportunities.
* Being proactive in identifying and dealing with any issues raised by clients in order to ensure an exceptional service experience.
* Trained to expert standard on sales database (CRM) and proactively uses the database functionality by recording accurate and detailed customer information.
* Generating positive customer reviews (Google Reviews etc.).
* Attaining and maintaining required levels of competence as required by the firm (CAS).
* Taking a proactive approach to continuous personal development, keeping up to date with changing legislation, actively seeking opportunities to develop skills and capabilities required for the role.
Compliance & Administration
* Understanding regulatory compliance requirements and responsible for ensuring all required documentation is received and processed to meet regulatory requirements.
* Conducting business with integrity, due skill, care and diligence, retaining accountability for advice quality.
* Responding promptly to compliance feedback.
* Ensuring all customers are treated fairly with clear and suitable advice. A duty of care is demonstrated to vulnerable customers, and reasonable measures are taken to evidence understanding of information given.
* Awareness of Anti Money Laundering Regulations and financial crime issues relating to high risk countries or countries linked to terrorism.
* Responsible for ensuring the accuracy of data input by yourself into CRM.
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