Overview
Talent Manager | Recruiting Financial Services Experts
Are you an ambitious Mortgage & Protection Advisor looking to take your expertise to the next level? This is your chance to join a market-leading specialist brokerage that dominates the self-build and renovation finance space – a sector that is growing fast and brimming with opportunity.
About the Company
This is a specialist financial services firm with a national reputation for helping clients fund their self-build and renovation dreams. They combine expert advice, high-quality support, and strong lender relationships to deliver results for clients and Advisors.
About the Mortgage and Protection Advisor Role
As a Mortgage and Protection Advisor, you’ll provide tailored mortgage and protection advice to a steady stream of warm, qualified leads. You’ll be the go-to expert for clients building or renovating their homes, ensuring they have the right mortgage products in place, and that their families and finances are fully protected. You’ll have the tools, leads, and administrative support to focus on advising, closing, and earning.
Key Responsibilities
* Deliver expert mortgage and protection advice tailored to self-build and renovation clients
* Handle a consistent pipeline of warm leads with a target of 15–20+ client sign-ups per month
* Recommend appropriate protection policies and maximise cross-selling opportunities
* Assess client eligibility, affordability, and risk to deliver compliant and suitable solutions
* Build lasting client relationships and generate referral business
* Keep up to date with market trends, lender criteria, and product changes
* Basic salary: £40,000 per annum
* Commission: 20% up to 30%
* Full administrative support – so you can focus on clients and revenue
* Hybrid working model – 2–3 days in the office, the rest from home
* Continuous professional development and specialist market training
* Clear progression path in a high-demand, specialist mortgage sector
Skills & Experience Required
* Minimum 2 years’ experience as a Mortgage & Protection Advisor or Broker
* Demonstrable success in writing consistent volumes and achieving strong conversion rates
* Proven track record in protection sales with a consultative, client-first approach
* Self-motivated, driven, and able to manage your own diary effectively
* Strong communication skills and ability to build rapport with a wide range of clients
Why Apply?
This is an opportunity to join the UK’s leading brokerage in a specialist market where demand is booming. You’ll have everything you need to achieve exceptional earnings and long-term career growth.
Apply Today
Ready to find out more? Apply now or get in touch for a confidential chat. Your next big career move is just one conversation away.
Job Details
* Seniority level: Associate
* Employment type: Full-time
* Job function: Sales, Finance, and Other
* Industries: Financial Services, Insurance Agencies and Brokerages, and Loan Brokers
Location: Livingston, Scotland, United Kingdom
Note: Referrals increase your chances of interviewing. This role was posted for Livingstone, Scotland area with ongoing opportunities.
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