Remortgage - Mortgage and Protection Adviser
Remortgage - Mortgage and Protection Adviser

Remortgage - Mortgage and Protection Adviser

Full-Time 36000 - 60000 £ / year (est.) Home office possible
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 growth.
  • Why this job: Join a dynamic team and help clients secure their financial futures.
  • Qualifications: CAS status and proven experience in remortgages and protection advice.
  • Other info: Enjoy a supportive culture with strong career progression opportunities.

The predicted salary is between 36000 - 60000 £ 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 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 will benefit from structured support and established processes, allowing you to thrive in a fast-paced environment while delivering high-quality mortgage and protection advice. With a strong focus on clear communication and compliance, MAB New Homes empowers its advisers to manage their pipelines effectively and achieve meaningful results for clients.
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

✨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 be able to clearly articulate your experience and how it aligns with the role of a Remortgage & Protection Adviser. We suggest rehearsing with a friend or in front of a mirror until you feel confident and natural.

✨Tip Number 3

Stay organised! Keep track of your applications and follow up on them. A simple email or call can show your enthusiasm and help keep you top of mind. We recommend using a spreadsheet or an app to manage your job search effectively.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll find all the latest opportunities tailored to your skills. Let’s get you that dream job together!

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

Regulated Remortgage Advice
Fact-Finding Skills
Affordability Assessments
Client Needs Analysis
Case Management
Proactive Communication
Underwriting Requirements Identification
Holistic Protection Advice
Documentation Compliance
CRM Management
Organisational Skills
Self-Motivation
High-Volume Pipeline Management
Understanding of Lender Criteria
Written and Verbal Communication Skills

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Remortgage & Protection Adviser role. Highlight your experience with remortgages and protection advice, and show us how you can deliver strong customer outcomes.

Showcase Your Communication Skills: Since this role involves consultative conversations, it’s crucial to demonstrate your excellent written 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 smooth case progression.

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 get the ball rolling on your journey with StudySmarter.

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 advice. Familiarise yourself with the latest lender criteria, affordability assessments, and common scenarios like capital raising or term changes. This will help you answer questions confidently and show that you're the right fit for the role.

✨Practice Your Consultative Skills

Since this role involves consultative conversations, practice how you would engage with clients. Think about how to ask open-ended questions and listen actively to their needs. Role-playing with a friend can help you refine your approach and make you feel more comfortable during the actual interview.

✨Showcase Your Organisational Skills

Being highly organised is key in this role, especially when managing a busy pipeline. Prepare examples from your past experience where you successfully juggled multiple cases or maintained accurate documentation. This will demonstrate your ability to keep everything on track and meet service standards.

✨Communicate Clearly

Strong communication skills are essential, so be ready to showcase your written and verbal abilities. During the interview, articulate your thoughts clearly and concisely. You might even want to prepare a brief presentation on a relevant topic to highlight your communication prowess and professionalism.

Remortgage - Mortgage and Protection Adviser
MAB New Homes

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

>