Mortgage & Protection Adviser
Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.
Location: Wigston, Leicester (Office-Based)
Salary: £35,000 + OTE £55,000+ (Uncapped Bonus)
Whats on Offer
* Basic salary of £35,000
* Uncapped bonus with OTE £55,000+
* Dedicated Mortgage Support Team
* Strong flow of leads from internal referrals and client enquiries
* Professional development opportunities within an established firm
* Collaborative, team-focused working environment
* Office-based role to maximise support and team interaction
Are you an experienced Mortgage & Protection Adviser looking to join a well-established and growing financial planning firm? This is a fantastic opportunity to build a long-term career within a supportive, professional environment, backed by strong infrastructure and a steady flow of client referrals.
The Role
As a Mortgage & Protection Adviser, you will provide high-quality, compliant advice to both new and existing clients. Youll work closely with an experienced Mortgage Support Team, allowing you to focus on delivering excellent client outcomes and maximising business opportunities.
Key Responsibilities
* Provide regulated mortgage and protection advice in line with FCA requirements
* Build and maintain strong client relationships, understanding needs and recommending suitable solutions
* Manage your pipeline effectively from initial enquiry through to completion
* Work closely with the in-house support team to ensure accurate and efficient processing of applications
* Stay up to date with mortgage products, lender criteria, and protection solutions
* Generate new business through referrals and proactive follow-ups
* Ensure all documentation and files meet compliance and quality standards
* Deliver an outstanding client experience, fostering long-term relationships
About You
* CeMAP qualified (or equivalent) essential
* Minimum 3 years experience as a Mortgage & Protection Adviser
* Strong knowledge of residential, buy-to-let, and protection products
* Proven ability to manage a pipeline and meet targets
* Excellent communication and interpersonal skills
* Highly organised with strong attention to detail
* Commercially aware with a proactive and driven approach
Why Apply? xcswzye
This is an excellent opportunity to join a respected and growing firm where youll benefit from strong support, high-quality leads, and the chance to build a successful and rewarding career.
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer no to key screening questions, we may not be able to contact you.