Experienced Mortgage / Protection Advisor
Join to apply for the Experienced Mortgage / Protection Advisor role at Salem Area Chamber of Commerce
Role Overview
Experienced Mortgage & Protection Advisor | Ramsbottom – Office / Home based | Flexible Working Hours | Full / Part Time | Self Employed | Expected Earnings: £50,000+
Join a firm of Chartered Financial Planners based in Ramsbottom, a market town close to transport links, shops, cafés, and restaurants. We are seeking an experienced Mortgage Advisor to help clients achieve financial security and manage their personal finances effectively.
About the Team
Be part of a successful, expanding team with a focus on a supportive working environment. Your personal needs will be considered, and you will serve as the dedicated mortgage advisor within a team of Chartered Financial Planners.
Candidate Requirements
* CeMAP qualified with experience in regulated mortgage advice
* Self-motivated, passionate, and team-oriented professional
* Excellent communicator with strong interpersonal skills
* Comfortable working with numbers and explaining financial products
* Target-driven and success-oriented
* Proficient in MS Outlook, Word, and Excel
* Ideally, own transport and a valid driving license; clients are advised at our offices or remotely via MS Teams/Zoom
Key Responsibilities
* Guide clients through mortgage and protection options, matching products to their needs
* Assess clients’ financial situations, including expenditures, to recommend suitable mortgage solutions
* Explain repayments and protection options to help clients make informed decisions
* Provide general advice on the home-buying process
* Coordinate with mortgage lenders, estate agents, and other stakeholders
What We Offer
* Attractive commission structure for self-employed roles, with no earning cap; expected earnings £50k+
* FCA compliance training
* Administrative and compliance support
* Ongoing training to develop your skills
* Flexible working hours to support work-life balance
Next Steps
Click “APPLY” now! We look forward to hearing from you. Your data will be handled in line with GDPR.
Additional Details
* Seniority level: Mid-Senior level
* Employment type: Part-time
* Job function: Finance and Sales
* Industries: Banking
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