As a Mortgage and Protection Adviser with this firm you will have administration support to allow you to take time to really understand each client's full financial picture, future aspirations, and personal circumstances.
From first-time buyers to experienced homeowners, you’ll provide genuinely holistic advice tailored, insightful, and grounded in knowledge and experience. This means not only sourcing the most suitable mortgage products but also ensuring that every client has the right protection in place to safeguard their home, income, and loved ones
You’ll have the leads, freedom and support to grow, both in your career and personally; you'll be able to take ownership of your development with access to ongoing coaching and mentoring from industry experts. You will be part of a close-knit, values-driven culture that celebrates shared success. On a day-to-day basis you'll provide our clients with advice that creates real, long-term impact.
You’ll have the flexibility to work remotely, hybrid, or from the Carlisle head office, with monthly visits if you’re remote.
Benefits
* its:Salary up to £35,000 + b
* onus23 days holiday + bank holidays, Christmas shutdown, and your birthday
* off.Company pension & cycle-to-work sch
* eme.Death in service benefit (4x sala
* ry).Full admin support so you can focus on advice, not paperw
* ork.Regular 1-to-1 development with our Head of Adv
* ice.Access to our refill room... because wellbeing matt
* ers.We support our people with everything they need to succeed, including personal and career growth, recognition and a great t
Responsibilities
* lude:Delivering holistic mortgage and protection advice tailored to each client’s goals and r
* isks.Converting warm leads into lasting relationships built on trust and integ
* rity.Work collaboratively with our Business Support Team to ensure flawless deli
* very in marketing campaigns and social media to generate visibility and l
* eads.Maintain high standards of compliance with The Openwork Partnership and
* SSA.Proactively engage with existing clients and ensure long-term financial wellb
* eing.If you're working remotely, you need to be willing to travel to Carlisle once a m
Qualifications
* cceed?You must be a qualified adviser (with CeMAP or equivalent) and have experience in mortgage and protection a
* dvice.You will be motivated, experienced, and committed to excellence in service – you’re ready to hit the ground running and make an immediate i
* mpact.Trust is a non-negotiable fo
* r you.You believe in the importance of holistic advice. You know protection is not optional, it’s essential and you communicate that cl
* early.You’re accountable, results-focused, and never make ex
* cuses.You thrive in a culture of continuous improvement and shared su
* ccess.You’re a confident communicator, both in person and virt
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