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For Companies At a Glance
- Tasks: Provide fee-free mortgage and protection advice while managing high-quality leads.
- Company: Join a respected UK mortgage brokerage known for exceptional client service.
- Benefits: Enjoy a competitive salary, commission, private medical, and 33 days holiday.
- Why this job: Be part of a growing team with strong earning potential and career progression.
- Qualifications: Must be fully CeMAP-qualified with proven experience in the field.
- Other info: Flexible working options and a supportive, non-pressured sales environment.
The predicted salary is between 28000 - 36000 £ per year.
We are delighted to be supporting a highly respected, long-established UK mortgage brokerage, currently experiencing significant national growth. As such we are searching for several experienced Mortgage & Protection Advisers to join their expanding team.
You could be part of an award-winning business, known for unrivalled client service, strong lead flow, and a genuine adviser-first culture.
Why This Opportunity Stands Out
- Fee-free advice model that drives high customer trust and strong conversion
- Exceptional lead flow thanks to major expansion across the UK
- A supportive environment with no high-pressure sales culture
- Backed by one of the strongest networks in the UK financial services market
- Option for hybrid setup once successfully onboarded
Package & Earning Potential
- £35,000–£45,000 basic salary (DOE)
- 40% commission (*once you bank £10.5k)
- Strong earning potential across both mortgage and protection business
- Genuine long-term career progression as the team expands
Benefits
- Private Medical
- Pension scheme
- Life Assurance
- 33 days’ holiday including public holidays
- Employee Assistance Programme (financial, mental & physical wellbeing)
- Cycle to Work Scheme
- Discounted shopping portal for you and up to three family members/friends
- Access to a Share Incentive Plan offering tax-efficient long-term wealth building
Role Responsibilities
- Providing high-quality, fee-free mortgage & protection advice
- Managing a steady flow of pre-qualified, high-intent leads
- Delivering exceptional customer service from enquiry to completion
- Working collaboratively with dedicated admin, case management, and compliance teams
- Maintaining excellent knowledge of the mortgage and protection market
What We’re Looking For
- Fully CeMAP-qualified
- Proven experience as a successful Mortgage & Protection Adviser
- Strong communication skills and a genuinely customer-focused approach
- Comfortable working independently, remotely, or within a hybrid setup
- Someone who values quality advice over pressure-based selling
If you’re looking for a role that offers flexibility, strong earning potential, and the chance to join a business in an exciting growth phase, I’d love to hear from you. Apply today with a copy of your CV or send me a message to have a confidential conversation.
Mortgage & Protection Adviser in Bath employer: CareerStone
Contact Detail:
CareerStone Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Adviser in Bath
✨Tip Number 1
Network like a pro! Get out there and connect with people in the mortgage and protection industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to chat with potential employers or clients, make sure you can clearly explain what makes you a great Mortgage & Protection Adviser. Highlight your experience and how you can provide that fee-free, high-quality advice they’re looking for.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’d be a perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly can sometimes give you an edge over other candidates. So, let’s get you started on this exciting journey!
We think you need these skills to ace Mortgage & Protection Adviser in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Mortgage & Protection Adviser role. Highlight your CeMAP qualification and any relevant achievements to grab our attention!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share why you’re passionate about providing fee-free advice and how you can contribute to our award-winning client service. Keep it personal and engaging!
Showcase Your Communication Skills: As a Mortgage & Protection Adviser, strong communication is key. Use clear and concise language in your application to demonstrate your ability to connect with clients and colleagues alike.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at CareerStone
✨Know Your Stuff
Make sure you brush up on your mortgage and protection knowledge. Familiarise yourself with the latest trends and regulations in the industry. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
As a Mortgage & Protection Adviser, strong communication is key. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few scenarios where you've successfully communicated complex information to clients in the past.
✨Emphasise Customer Focus
This role values a customer-first approach, so be ready to discuss how you've prioritised client needs in previous positions. Share specific examples of how you've provided exceptional service and built trust with clients.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's culture, lead flow, and support systems. This shows that you're serious about finding the right fit for both you and the company.
