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- Tasks: Provide tailored mortgage and protection advice to clients face-to-face.
- Company: First Mortgage is a leading UK mortgage broker with over 25 years of experience.
- Benefits: Enjoy flexible working, healthcare, pension contributions, and a starting salary of ÂŁ30,000 plus bonuses.
- Why this job: Join a supportive team in a fast-paced environment with a focus on client satisfaction and innovation.
- Qualifications: Must have at least 2 years of face-to-face mortgage advice experience and excellent communication skills.
- Other info: Guaranteed 20 pre-qualified appointments monthly and opportunities for professional growth.
The predicted salary is between 24000 - 42000 ÂŁ per year.
First Mortgage is one of the UK’s longest-established mortgage brokers, providing fee-free mortgage and protection advice for over 25 years. Originally started in Scotland, we now offer our services across the entire UK, securing billions of pounds in mortgages for our clients. Our growth and success are attributed to our high success rate in securing client mortgages and our reputation for delivering excellent, personalized customer care. We provide truly free mortgage advice from over 90 lenders, ensuring our clients always receive the best deals tailored to their needs.
Join the UK’s #1 Rated Mortgage Broker
At First Mortgage, we pride ourselves on delivering exceptional advice and five-star customer service. Ranked as the UK’s most trusted Mortgage Broker, our award-winning team is expanding—and we’re looking for a driven, fully CeMAP-qualified Mortgage & Protection Advisor to help even more clients secure their future.
At First Mortgage, excellence isn’t just an ambition—it\’s a standard. In 2025 alone, we were honoured with three prestigious industry accolades: Best Broker for Tech Innovation, Best Broker for Customer Service, and Best Broker for Protection. These awards reflect our commitment to innovation, client satisfaction, and comprehensive financial support. As part of our team, you’ll be contributing to a legacy of excellence that continues to set benchmarks across the UK mortgage industry.
This is a standout opportunity to work within our high-performing adviser team. You’ll be guaranteed a minimum of 20 pre-qualified appointments per month, sourced from new and existing clients across the UK. With a fee-free model and a reputation for excellence, this role is ideal for those looking to thrive in a supportive, fast-paced environment.
What You’ll Be Doing?
You’ll use your experience and expertise to:
- Confidently deliver face-to-face mortgage and protection advice, tailored to individual client needs
- Clearly articulate our value proposition and explain the tangible benefits of choosing First Mortgage
- Maximise case values through robust, customer-focused protection advice
- Maintain consistently high standards of compliance in line with FCA regulations
- Achieve—and exceed—personal sales targets within a consultative sales framework
- Offer flexible appointments, including evenings and weekends, to accommodate client availability
- Collaborate with a dedicated Case Manager who will progress each case from offer to completion
- Demonstrate passion and ambition in expanding your portfolio and client relationships
Qualifications
- Minimum 2 years\’ experience providing mortgage and protection advice face-to-face
- Proven success in meeting and exceeding targets within the mortgage sector
- Exceptional interpersonal and communication skills
- A client-first mindset with a desire to grow professionally
Why Join First Mortgage?
- Supportive, inclusive culture with a focus on wellbeing
- Access to cutting-edge tools and resources
- 23 days of annual leave plus bank holidays
- 2 days working from home, post-probation
- Access to company healthcare scheme
- Pension contributions
Starting salary of ÂŁ30,000 with uncapped bonus and on-target earnings potential ÂŁ100,000+.
Make your next move count—join the UK’s most trusted mortgage adviser and take your career to new heights.
UK\’s most trusted adviser claim based on First Mortgage being ranked number 1 in the UK \”Mortgage Broker\” category by Trustpilot.
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Finance and Sales
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Mortgage & Protection Adviser employer: First Mortgage
Contact Detail:
First Mortgage Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Adviser
✨Tip Number 1
Familiarise yourself with First Mortgage's unique selling points, such as their fee-free model and extensive lender network. This knowledge will help you articulate how you can contribute to their reputation for excellent customer service during interviews.
✨Tip Number 2
Network with current or former employees of First Mortgage on platforms like LinkedIn. They can provide insights into the company culture and expectations, which can be invaluable when preparing for your interview.
✨Tip Number 3
Stay updated on the latest trends in the mortgage industry, especially regarding compliance and customer service innovations. Demonstrating your knowledge of these trends can set you apart as a candidate who is proactive and informed.
✨Tip Number 4
Prepare to discuss specific examples from your past experience where you've exceeded sales targets or provided exceptional client service. This will showcase your ability to thrive in a performance-driven environment like First Mortgage.
We think you need these skills to ace Mortgage & Protection Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in providing mortgage and protection advice. Emphasise any achievements related to meeting or exceeding sales targets, as well as your CeMAP qualification.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the mortgage industry and your client-first mindset. Mention specific examples of how you've delivered exceptional customer service in previous roles.
Highlight Relevant Experience: In your application, clearly outline your minimum two years of face-to-face experience in the mortgage sector. Use metrics to demonstrate your success in securing mortgages and achieving sales targets.
Showcase Your Interpersonal Skills: Since exceptional communication skills are crucial for this role, provide examples of how you've effectively communicated with clients in the past. This could include resolving issues or explaining complex information in an understandable way.
How to prepare for a job interview at First Mortgage
✨Know Your Stuff
Make sure you brush up on your mortgage and protection knowledge. Be prepared to discuss different types of mortgages, the latest market trends, and how to tailor advice to individual client needs. This will show that you're not just qualified, but also passionate about the industry.
✨Showcase Your Success
Be ready to share specific examples of how you've met or exceeded targets in your previous roles. Highlight any awards or recognition you've received for your customer service or sales performance. This will demonstrate your ability to contribute to First Mortgage's legacy of excellence.
✨Emphasise Client-Centric Approach
First Mortgage prides itself on delivering exceptional customer care. During the interview, emphasise your client-first mindset and provide examples of how you've gone above and beyond for clients in the past. This will align with their values and show that you're a great fit.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and the tools you'll be using. This not only shows your interest in the role but also helps you gauge if First Mortgage is the right place for you. It’s a two-way street!
