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Mortgage & protection advisor

Livingston
Protection advisor
£40,000 a year
Posted: 7h ago
Offer description

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. About the Company This is no ordinary brokerage. Our client is a specialist financial services firm with a national reputation for helping clients fund their self-build and renovation dreams. With a strong presence in the mortgage market and a proven lead-generation model, they combine expert advice, high-quality support, and strong lender relationships to deliver exceptional results for their clients and their 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 crucially, that their families and finances are fully protected. With a strong pipeline of enquiries already waiting, you’ll have the tools, leads, and administrative support to focus on what you do best: advising, closing, and earning. Mortgage and Protection Advisor 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 Package & Benefits * Basic salary: £40,000 per annum * Commission 20% up to 30% * Full administrative support * 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 * CeMAP (or equivalent) qualified * 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

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