At a Glance
- Tasks: Help clients secure mortgages and protection solutions while managing a pipeline of warm leads.
- Company: Respected Estate Agency with a focus on client success and strong relationships.
- Benefits: Competitive salary up to £35,000, OTE £75,000, flexible hours, and career growth.
- Other info: Fast-paced environment with opportunities for professional development and success.
- Why this job: Make a real impact in clients' lives and enjoy high earning potential from day one.
- Qualifications: 3+ years industry experience, fully CeMAP qualified, and a full UK driving licence.
The predicted salary is between 35000 - 40000 £ per year.
Join a respected Estate Agency as a Mortgage & Protection Adviser, where every lead is warm, every opportunity counts, and your expertise really makes a difference. Step straight into a pipeline of ready-to-go clients and start turning mortgages and protection needs into wins from day one. This role is all about making an impact, building strong relationships, and seeing the results of your hard work every single day.
You'll manage your pipeline from first enquiry to completion, helping clients achieve their goals while growing your own success. Fast-paced, rewarding, and made for high-energy advisers, this role comes with serious earning potential and a consistent flow of warm/hot leads.
The Package:
- Up to £35,000 basic with OTE £75,000
- Monday - Friday 8:45am - 5pm (flexible around starting and finishing times for early/late appointments)
- Occasional Saturday work may be required
Deliver tailored, whole-of-market mortgage solutions that meet each client's individual needs. Provide expert guidance on protection products, including life insurance, critical illness cover, income protection, and home insurance. Actively manage and convert high-quality leads provided by the estate agency. Build strong, long-lasting client relationships through outstanding service. Ensure full compliance with FCA regulations and internal company standards. Work closely with estate agency colleagues to maximise opportunities and drive successful outcomes.
The Person:
- You have a full UK driving licence
- Minimum of 3 year's industry experience
- Fully CeMAP qualified (or equivalent)
- Confident and professional in all client interactions, both face-to-face and over the phone
- Commercial mindset with a natural ability to spot opportunities
- Organised, structured, and able to manage a busy pipeline effectively
- Positive, proactive, and self‑motivated—you get things done
Mortgage & Protection Adviser in Newcastle upon Tyne employer: Harte Recruitment - Property & Conveyancing Recruitment Specialists
Harte Recruitment is an excellent employer, offering a supportive and inclusive work environment in North Manchester that values flexibility and work-life balance. With a generous holiday allowance, opportunities for genuine career progression, and a close-knit team culture, this role as a Lettings Property Manager allows you to thrive while building meaningful relationships with landlords and tenants. Join us to enjoy a fulfilling career where your contributions are recognised and rewarded.
Contact Details:
Harte Recruitment - Property & Conveyancing Recruitment Specialists Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage & Protection Adviser in Newcastle upon Tyne
✨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 an opportunity might pop up, so be ready to talk about your experience and what makes you the perfect fit for the job. Keep it concise, engaging, and tailored to the needs of potential employers.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you on their radar and reinforces your interest in becoming their next Mortgage & Protection Adviser.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your skills and experience. Plus, it shows you’re serious about joining our team and ready to make an impact from day one.
We think you need these skills to ace Mortgage & Protection Adviser in Newcastle upon Tyne
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for the role shine through. We want to see how excited you are about helping clients with their mortgage and protection needs. A bit of personality goes a long way!
Tailor Your Experience:Make sure to highlight your relevant experience in the mortgage industry. We’re looking for someone who can manage a busy pipeline and convert leads into wins, so be specific about your past successes and how they relate to this role.
Be Clear and Concise:Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and make it easy for us to see why you’re the perfect fit for the Mortgage & Protection Adviser position.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Harte Recruitment - Property & Conveyancing Recruitment Specialists
✨Know Your Stuff
Make sure you brush up on your mortgage and protection knowledge. Understand the latest products, regulations, and market trends. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your People Skills
Since this role is all about building relationships, be prepared to discuss how you've successfully managed client interactions in the past. Share specific examples of how you've turned leads into satisfied clients, highlighting your communication skills and ability to connect with people.
✨Demonstrate Your Organisational Skills
With a busy pipeline to manage, it's crucial to show that you're organised and structured. Bring along examples of how you've effectively managed multiple tasks or projects simultaneously, and be ready to explain your approach to prioritising work.
✨Be Proactive and Positive
This role requires a self-motivated attitude, so come prepared to discuss how you take initiative in your work. Share stories that illustrate your proactive nature and how it has led to successful outcomes, whether that's in previous roles or personal projects.
