At a Glance
- Tasks: Provide tailored mortgage and protection advice to clients, managing applications and building relationships.
- Company: Join a respected firm in the beautiful Cumbrian countryside, focused on client success.
- Benefits: Enjoy a competitive salary, uncapped bonuses, 40 days holiday, and a 4-day work week option.
- Other info: Be part of a supportive, inclusive culture with excellent career progression opportunities.
- Why this job: Make a real difference by helping military personnel and blue light professionals secure their futures.
- Qualifications: Proven experience in mortgage and protection sales with strong communication skills.
The predicted salary is between 30000 - 35000 £ per year.
Location: Appleby-In-Westmorland, Cumbria (Office-based with 4-day week option)
Salary: £30,000 to £35,000 basic + uncapped bonuses
Start Date: Q1/Q2 2026
About Us
Are you a driven and experienced Mortgage & Protection Advisor looking to join a respected, client-focused firm with a strong reputation, offering Nationwide advice specialising in supporting Military personnel – both serving and veterans as well as supporting Blue light professionals? Patrick James Solutions (a trading style of Infinite FS) is a key account of Quilter, offering trusted mortgage and protection advice across the UK. Based in the beautiful Cumbrian countryside, we pride ourselves on building long-term client relationships through personalised, face-to-face and remote services.
What You’ll Be Doing
- Delivering tailored Mortgage & Protection advice to a wide range of clients
- Recommending suitable products including life assurance, income protection, and home cover
- Managing end-to-end applications and liaising with lenders, providers, estate agents, and solicitors
- Staying up to date with market trends and compliance requirements
- Building long-term relationships through exceptional service
What We’re Looking For
- Proven track record in Mortgage & Protection sales
- Strong communication and relationship-building skills
- Self-motivated, detail-oriented, and resilient
- Own client bank required; additional leads provided
What We Offer
- Full administrative support
- 4-day work week option after probation
- 40 days holiday after probation
- Career progression and ongoing training
- Supportive, inclusive, and team-oriented culture
- Beautiful office locations in Appleby and Chorley
At Infinite FS, we believe in diversity, inclusion, and empowering our team to thrive. If you're passionate about helping people secure their futures and want to be part of a growing, values-driven business—we’d love to hear from you.
Apply Now: Send your CV and cover letter to vikkijenson@quilter.com
Mortgage & Protection Adviser employer: Infinite Financial Services Ltd
At Patrick James Solutions, we are committed to fostering a supportive and inclusive work environment where our Mortgage & Protection Advisers can thrive. Located in the picturesque Appleby-In-Westmorland, our firm offers a unique 4-day work week option, extensive holiday benefits, and a strong focus on career progression through ongoing training. Join us to make a meaningful impact while enjoying the beauty of the Cumbrian countryside and being part of a team that values diversity and client relationships.
Contact Details:
Infinite Financial Services Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage & Protection Adviser
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Infinite Financial Services Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Mortgage & Protection Adviser
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Infinite Financial Services Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Infinite Financial Services Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Infinite Financial Services Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Infinite Financial Services Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Infinite Financial Services Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Infinite Financial Services Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
