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For Companies At a Glance
- Tasks: Provide tailored mortgage and protection advice to clients while managing applications.
- Company: Join Infinite Financial Services, a respected firm supporting military and blue light professionals.
- Benefits: Enjoy a 4-day work week option, 40 days holiday, and full administrative support.
- Why this job: Be part of a values-driven team in a beautiful Cumbrian office, making a real impact.
- Qualifications: Proven experience in mortgage sales and strong communication skills required.
- Other info: Diversity and inclusion are at our core; we empower our team to thrive.
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 (Looking specifically for the right delegate here )
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
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Mortgage & Protection Adviser employer: Infinite Financial Services Ltd
Contact Detail:
Infinite Financial Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Adviser
✨Tip Number 1
Network with professionals in the mortgage and protection sector. Attend local events or join online forums where you can connect with others in the industry. This can help you gain insights into the company culture at Infinite Financial Services Ltd and potentially get a referral.
✨Tip Number 2
Research the specific needs of military personnel and blue light professionals regarding mortgage and protection services. Tailoring your conversations to demonstrate your understanding of their unique circumstances can set you apart during interviews.
✨Tip Number 3
Prepare to discuss your existing client bank and how you plan to leverage it for the role. Highlighting your ability to bring in business will show that you are self-motivated and ready to contribute from day one.
✨Tip Number 4
Familiarise yourself with the latest market trends and compliance requirements in the mortgage sector. Being knowledgeable about current regulations and products will demonstrate your commitment to providing exceptional service and staying ahead in the field.
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 Mortgage & Protection sales. Include specific achievements and metrics that demonstrate your success in the field.
Craft a Compelling Cover Letter: In your cover letter, express your passion for helping clients secure their futures. Mention your understanding of the unique needs of military personnel and blue light professionals, as this is a key focus for the company.
Showcase Your Client Relationships: Since a client bank is required, emphasise your existing relationships with clients. Provide examples of how you have built and maintained these relationships over time.
Highlight Relevant Skills: Focus on your strong communication and relationship-building skills in both your CV and cover letter. Use specific examples to illustrate how these skills have contributed to your success in previous roles.
How to prepare for a job interview at Infinite Financial Services Ltd
✨Know Your Products
Make sure you have a solid understanding of the mortgage and protection products you'll be advising on. Familiarise yourself with life assurance, income protection, and home cover options, as well as any recent market trends that may affect these products.
✨Showcase Your Relationship-Building Skills
Prepare examples of how you've successfully built long-term relationships with clients in the past. This role emphasises exceptional service, so demonstrating your ability to connect with clients will be crucial.
✨Be Ready for Compliance Questions
Since the role involves managing end-to-end applications and liaising with various stakeholders, be prepared to discuss your knowledge of compliance requirements and how you ensure adherence in your work.
✨Highlight Your Self-Motivation
As a self-motivated individual, share instances where you've taken the initiative in your previous roles. Discuss how you manage your time effectively, especially if you're used to working independently or remotely.
