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For Companies At a Glance
- Tasks: Provide expert mortgage advice and protection solutions to clients.
- Company: Join a client-focused financial planning firm in Letchworth Garden City.
- Benefits: Earn £25,000 plus uncapped commission, enjoy flexible hours and 25 days leave.
- Why this job: Make a real difference in clients' lives while enjoying work-life balance.
- Qualifications: CeMAP qualified with strong knowledge of mortgage and protection products.
- Other info: 1:1 mentorship and growth opportunities in a supportive culture.
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 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
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend local events, join online forums, or even hit up social media groups. The more people you know, the better your chances of landing that Mortgage & Protection Adviser role.
✨Tip Number 2
Practice your pitch! You never know when you'll get a chance to impress someone. Prepare a short, engaging summary of your experience and what you can bring to the table. This will help you stand out when chatting with potential employers or clients.
✨Tip Number 3
Show off your expertise! Create content that showcases your knowledge about mortgages and protection products. Whether it's a blog post, a video, or even a social media update, this will position you as a go-to adviser and attract clients to you.
✨Tip Number 4
Apply through our website! We love seeing passionate candidates who are eager to join our team. Make sure to highlight your qualifications and experience in your application, and don’t forget to express why you’re excited about working with us at Albon Financial Planning.
We think you need these skills to ace Mortgage & Protection Adviser in Letchworth
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 the 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 track of applications and ensures you don’t miss any important updates from us!
How to prepare for a job interview at Albon Financial Planning
✨Know Your Stuff
Make sure you brush up on your mortgage and protection product knowledge. Be ready to discuss the latest trends in the market and how they affect clients. This will show that you're not just qualified, but also passionate about helping clients secure their homes.
✨Practice Your Pitch
Prepare a concise pitch about your experience and how it aligns with the role. Think about specific examples where you've successfully advised clients on mortgages or protection products. This will help you communicate your value clearly during the interview.
✨Show Your Client Focus
Since Albon Financial Planning is all about client relationships, be prepared to share how you've built and maintained strong connections with clients in the past. Highlight any strategies you've used to ensure excellent service and ongoing support.
✨Ask Smart Questions
At the end of the interview, have a few thoughtful questions ready. Ask about the firm's growth plans or how they support advisers in building their client bank. This shows your interest in the company and helps you gauge if it's the right fit for you.
