The Role
This is a client-first advisory role in a business built on reputation, referrals, and long-term relationships — not quick wins or high-pressure sales.
You’ll advise across residential and buy-to-let mortgages, with a strong expectation around protection. The focus is simple: give clear, honest advice, convert properly, and retain clients for the long term.
This isn’t a volume sweatshop. It’s a quality-led environment where the expectation is that you do things properly.
What You’ll Be Doing
* Advising on mortgages across the whole market (100+ lenders)
* Writing protection business alongside every mortgage case
* Managing clients from initial enquiry through to completion and beyond
* Building referral relationships and repeat business
* Using tech-enabled tools to retain and re-engage clients over time
What Matters
* CeMAP (or equivalent)
* Proven ability to convert — not just talk
* Strong protection mindset (non-negotiable)
* Professional, relationship-led approach
* Comfortable working without micromanagement
What You Get
* High-quality, referral-driven leads (not recycled or cold-heavy)
* No-fee proposition → easier conversations, higher trust
* Full admin and case support
* Flexibility — including out-of-hours client work when it suits
* A business that values retention, not just new deals
* Long-term earning potential built on repeat clients, not constant chasing
Why This Role
If you’re stuck in a fee-heavy, transactional environment or forced to chase volume at the expense of quality, this is the opposite.
If you rely on scripts, need constant direction, or avoid protection conversations, it won’t work here