Remortgage - Mortgage and Protection Adviser in London
Remortgage - Mortgage and Protection Adviser

Remortgage - Mortgage and Protection Adviser in London

London Full-Time 36000 - 60000 ÂŁ / year (est.) No home office possible
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MAB New Homes

At a Glance

  • Tasks: Provide expert remortgage and protection advice to clients, ensuring tailored solutions.
  • Company: MAB New Homes, a leading mortgage brokerage in the UK new homes sector.
  • Benefits: Remote work, structured support, and a focus on professional development.
  • Why this job: Join a client-focused team and make a real difference in people's financial journeys.
  • Qualifications: CAS status and proven experience in remortgages and protection advice.
  • Other info: Enjoy a supportive culture with strong career growth opportunities.

The predicted salary is between 36000 - 60000 ÂŁ per year.

About MAB New Homes

MAB New Homes is a specialist mortgage brokerage operating exclusively within the UK new homes sector. Alongside our new build proposition, we support clients with ongoing mortgage and protection advice—helping them review their options, secure better outcomes, and stay protected as their circumstances change. We pride ourselves on delivering a high-quality, compliant service with clear communication and strong case progression.

The Opportunity

We’re recruiting a Remortgage & Protection Adviser to join our remote team. This is a client‑focused role for an adviser who enjoys consultative conversations, can confidently manage a busy pipeline, and consistently delivers strong customer outcomes.

You’ll support clients looking to remortgage for a range of reasons—rate switches, product transfers, home improvements, capital raising, debt consolidation (where appropriate), and term or repayment changes—while ensuring protection is reviewed and put in place where suitable.

Key Responsibilities

  • Provide regulated remortgage advice across a wide lender panel, tailored to client needs and objectives
  • Conduct thorough fact‑finds and affordability assessments, presenting recommendations clearly and professionally
  • Manage cases from initial enquiry through to mortgage offer and completion, maintaining strong momentum and proactive communication
  • Identify and address potential underwriting requirements early (income verification, credit profile, property considerations, lender policy)
  • Deliver holistic protection advice alongside mortgage recommendations (life cover, critical illness, income protection and family protection)
  • Maintain accurate and compliant documentation, ensuring suitability and record keeping meet FCA standards
  • Keep CRM and case notes up to date to support reporting, oversight and customer service standards
  • Work collaboratively with internal admin/support functions to ensure a smooth end‑to‑end journey

What We’re Looking For

  • CAS status
  • Proven experience advising on remortgages and protection
  • Strong understanding of lender criteria, affordability and credit considerations
  • Excellent written and verbal communication skills
  • Highly organised, self‑motivated and comfortable working remotely
  • Experience handling a high‑volume pipeline with strong conversion and service standards
  • Confidence with a broad range of remortgage scenarios (capital raising, term changes, repayment strategy discussions)
  • Remote working with structured support and established processes
  • Strong opportunity flow and a quality, customer‑first proposition
  • A supportive, professional culture with a focus on pace, standards and outcomes

Remortgage - Mortgage and Protection Adviser in London employer: MAB New Homes

MAB New Homes is an exceptional employer, offering a supportive and professional culture that prioritises client outcomes and employee growth. As a remote team member, you'll benefit from structured support and established processes, allowing you to thrive in a client-focused role while managing a busy pipeline. With a commitment to high-quality service and clear communication, MAB New Homes provides a rewarding environment for those looking to make a meaningful impact in the mortgage and protection sector.
MAB New Homes

Contact Detail:

MAB New Homes Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Remortgage - Mortgage and Protection Adviser in London

✨Tip Number 1

Network like a pro! Reach out to your connections in the mortgage and protection sector. Attend industry events or webinars, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know!

✨Tip Number 2

Practice your pitch! You’ll want to nail those consultative conversations with potential clients. Role-play with a friend or record yourself to refine your delivery. We’re all about clear communication, so make sure you can present your recommendations confidently.

✨Tip Number 3

Stay organised! Use a CRM tool to keep track of your leads and follow-ups. We know how busy things can get, especially with a high-volume pipeline, so having everything documented will help you maintain that strong momentum and proactive communication.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our remote team. So, don’t hesitate—get your application in and let’s chat about how you can contribute to our client-first approach!

We think you need these skills to ace Remortgage - Mortgage and Protection Adviser in London

Regulated Remortgage Advice
Affordability Assessments
Client Needs Analysis
Underwriting Requirements Identification
Holistic Protection Advice
FCA Compliance
CRM Management
Strong Communication Skills
Organisational Skills
Self-Motivation
High-Volume Pipeline Management
Remote Working
Customer Service Standards
Consultative Conversations

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience with remortgages and protection advice. We want to see how your skills align with what we do at MAB New Homes, so don’t hold back on showcasing your relevant achievements!

Showcase Your Communication Skills: Since this role involves a lot of client interaction, it’s crucial to demonstrate your excellent written and verbal communication skills. Use clear and professional language in your application to reflect how you would communicate with clients.

Highlight Your Organisational Skills: We’re looking for someone who can manage a busy pipeline effectively. In your application, mention any tools or methods you use to stay organised and ensure that you meet deadlines while maintaining high service standards.

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 the role. Plus, it shows you’re keen to join our team at MAB New Homes!

How to prepare for a job interview at MAB New Homes

✨Know Your Stuff

Make sure you brush up on your knowledge of remortgages and protection products. Understand the different lender criteria and be ready to discuss how you would tailor advice to meet client needs. This will show that you're not just familiar with the basics, but that you can provide valuable insights.

✨Practice Your Consultative Approach

Since this role involves consultative conversations, practice how you would engage with clients. Think about the types of questions you would ask during a fact-find and how you would present your recommendations clearly. Role-playing with a friend can help you feel more confident.

✨Stay Organised

With a busy pipeline, organisation is key. Before the interview, think about how you manage your cases and keep track of documentation. Be prepared to share specific examples of how you've maintained momentum in past roles, as this will demonstrate your ability to handle a high-volume workload.

✨Show Your Communication Skills

Excellent communication is crucial for this position. During the interview, focus on how you articulate your thoughts and ensure clarity in your responses. You might even want to prepare a brief explanation of a complex remortgage scenario to showcase your ability to simplify information for clients.

Remortgage - Mortgage and Protection Adviser in London
MAB New Homes
Location: London
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