Northreach is a dynamic recruitment agency that connects businesses with top talent in financial services, fintech, and digital sectors. We specialize in providing a seamless recruitment experience for clients and candidates, fostering innovation and professional growth.
The opportunity
We’re partnering with a fast-scaling, technology-enabled advice firm that is redefining how mortgage and protection advice is delivered in the UK. Built around a human-first model and powered by smart technology, this business enables advisers to focus on advice and client outcomes rather than admin.
If you’re an experienced whole-of-market adviser who thrives on solving complex cases and wants to be part of something ambitious and modern, this is worth a conversation.
Responsibilities
* Provide compliant, whole-of-market mortgage advice across a broad range of client scenarios
* Deliver protection advice where suitable, with support to further develop this area
* Conduct virtual client meetings and deliver a seamless end-to-end journey
* Deliver an exceptional end-to-end client journey and build trusted long-term relationships
* Work closely with a dedicated Mortgage Support Team to ensure smooth case progression
* Build and maintain strong relationships with introducers and referral partners
* Identify opportunities to expand referral networks and contribute to business growth
* Play an active role in shaping the future of the mortgage & protection function as the business scales
Requirements
* CeMAP or equivalent qualification to advise on mortgages in the UK
* Minimum 3 years’ whole-of-market mortgage advice experience
* Strong track record of delivering positive customer outcomes in a high-volume environment
* In-depth knowledge of mortgage products, regulation, and industry trends
* Strong analytical and problem-solving skills
* Excellent communication and relationship-building abilities
* Results-oriented mindset with a focus on customer experience and operational excellence
* Experience presenting webinars and building business development relationships is advantageous
* Protection qualification (e.g. R05) desirable but not essential
* Experience within a scale-up or high-growth environment is a plus
Optional
* This could also suit a more junior individual looking to step up and grow their career
Why consider this role
* Join a purpose-driven firm focused on improving financial outcomes for clients
* Competitive salary plus bonus, pension, private medical, income protection, and death in service benefits
* Potential future equity participation
* Learning budget and exam support
* Electric vehicle salary sacrifice and cycle-to-work scheme
* Flexible hybrid working (typically 2–3 days in a central London office)
* Open, diverse, entrepreneurial team culture
You must have full right to work in the UK
Northreach is an equal opportunity employer and we do not discriminate against any employee or applicant for employment based on race, colour, religion, sex, national origin, disability, or age. We are committed to promoting diversity, equity, and inclusion in the workplace and hiring practices, therefore only partner with business that promote DEI. We strive to create a welcoming and inclusive environment for all employees