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For Companies At a Glance
- Tasks: Advise clients on mortgages and protection products while building lasting relationships.
- Company: Join a client-focused financial planning firm in Letchworth Garden City.
- Benefits: Earn £25,000 FTE plus uncapped commission, enjoy flexible hours and 25 days annual leave.
- Why this job: Perfect for those seeking flexibility and autonomy in a rewarding financial advisory role.
- Qualifications: CeMAP qualified with strong knowledge of mortgage and protection products.
- Other info: 1:1 mentorship and a supportive culture focused on ethics and client relationships.
The predicted salary is between 20000 - 30000 £ per year.
Hours: 20 hours per week (split equally over 4 or 5 days)
Contract Type: Permanent part-time (0.53 FTE, based on 37.5 hours full time). Self-employed considered.
Location: Hybrid (office in Letchworth Garden City, Hertfordshire)
Salary: £25,000 FTE plus 15% uncapped commission
About Albon Financial Planning
We are a client-focused financial planning firm based in Letchworth Garden City, Hertfordshire. We are passionate about making expert financial advice clear and accessible. As we continue to grow, with a high-street office opening soon, we are looking for a qualified and motivated Mortgage & Protection Adviser to join our team and help clients secure their homes and protect what matters most.
The Opportunity
This is an ideal part-time role for an experienced mortgage and protection adviser looking for flexibility and autonomy. Whether you are seeking a better work-life balance, returning to the industry, or looking to build your own client bank with firm support, we would love to hear from you.
You will work independently and alongside the firm’s Wealth Adviser to advise new and existing clients on mortgages and protection products. You will be supported by our established brand, compliance infrastructure, and growing referral network.
Responsibilities
- Provide whole-of-market mortgage advice to clients buying, remortgaging, or refinancing their homes
- Assess client circumstances and recommend suitable protection products (life insurance, critical illness cover, income protection)
- Conduct thorough fact-finds and produce compliant suitability reports (admin support is available)
- Liaise with lenders, solicitors, and estate agents to ensure smooth mortgage completions
- Maintain accurate client records and ensure all advice meets FCA standards
- Build and maintain relationships with clients, offering ongoing reviews and support
- Contribute to the firm’s growth through excellent client service and professional referrals
What We’re Looking For
- CeMAP qualified (or equivalent)
- Strong knowledge of mortgage products, lending criteria, and the application process
- Experience advising on protection products (life insurance, critical illness, income protection)
- Excellent communication skills and ability to explain complex financial matters clearly
- Self-motivated, organised, and able to manage your own diary and pipeline
- Legally eligible to work in the UK and able to attend our office in Letchworth Garden City.
What We Offer
- £25,000 FTE plus excellent uncapped commission earning opportunities - paid monthly.
- Flexible hours, split across 4 or 5 days per week.
- 25 days annual leave (FTE), plus bank holidays.
- Enhanced pension contributions.
- 1:1 mentorship from the founder of a regulated financial planning firm with the opportunity to develop into wealth advice.
- A supportive, values-driven culture focused on quality, ethics, and meaningful client relationships.
Important Information
- Applicants must have the right to work in the UK. We are not able to offer visa sponsorship.
- All appointments are subject to satisfactory references.
- Working patterns will comply with the UK Working Time Regulations.
- Albon Financial Planning is an equal opportunity employer. We welcome applicants from all backgrounds and do not discriminate based on age, gender, race, disability, religion, or sexual orientation.
- We will handle your data in accordance with our privacy policy and current UK data protection laws.
How to Apply
Please email your CV and a short cover note telling us why you are interested in this role to rory@albonfp.co.uk.
Mortgage & Protection Adviser in Letchworth Garden City employer: Albon Financial Planning
Contact Detail:
Albon Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Adviser in Letchworth Garden City
✨Tip Number 1
Network like a pro! Reach out to your contacts in the industry and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to someone looking for a Mortgage & Protection Adviser.
✨Tip Number 2
Get social! Use platforms like LinkedIn to showcase your expertise and connect with potential employers. Share insights about mortgage products and protection advice to position yourself as a knowledgeable adviser in the field.
✨Tip Number 3
Prepare for interviews by brushing up on common questions related to mortgage and protection advice. Be ready to discuss your experience and how you can contribute to a firm's growth, especially in a client-focused environment like Albon Financial Planning.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team and contributing to our mission of making financial advice accessible.
We think you need these skills to ace Mortgage & Protection Adviser in Letchworth Garden City
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in mortgage and protection advice. We want to see how your skills match what we're looking for, so don’t be shy about showcasing your qualifications!
Craft a Compelling Cover Note: Your cover note is your chance to shine! Tell us why you're excited about this role and how you can contribute to our team. Keep it concise but engaging – we love a bit of personality!
Showcase Your Communication Skills: Since you'll be advising clients, it's crucial to demonstrate your ability to explain complex financial matters clearly. Use your application to show us how you can make financial advice accessible and understandable.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at Albon Financial Planning
✨Know Your Stuff
Make sure you brush up on your knowledge of mortgage products and protection advice. Be ready to discuss specific cases or scenarios where you've successfully helped clients, as this will show your expertise and confidence in the field.
✨Showcase Your Communication Skills
Since you'll be explaining complex financial matters to clients, practice articulating these concepts clearly and concisely. Consider doing mock interviews with a friend to refine your ability to communicate effectively under pressure.
✨Demonstrate Your Client-Centric Approach
Albon Financial Planning values client relationships, so be prepared to share examples of how you've built rapport with clients in the past. Highlight your commitment to providing excellent service and how you tailor your advice to meet individual client needs.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities within Albon Financial Planning. This not only shows your interest in the role but also helps you assess if the company aligns with your values and career goals.
