At a Glance
- Tasks: Provide expert mortgage and protection advice while mentoring junior advisers.
- Company: Dynamic financial advisory firm focused on client success.
- Benefits: Competitive salary, uncapped OTE, and opportunities for career progression.
- Other info: Collaborative environment with strong focus on professional development.
- Why this job: Make a real impact on clients' financial futures in a rewarding senior role.
- Qualifications: Minimum 3 years' experience and CeMAP/CII qualifications required.
The predicted salary is between 35000 - 40000 £ per year.
Are you a fully CeMAP qualified, CII certified Mortgage & Protection Adviser looking for a senior role where your expertise genuinely counts? Step into a position that gives you autonomy, progression, and the chance to make a real impact on clients’ financial futures.
You’ll deliver high quality mortgage and protection advice, mentor junior advisers, and build long term client relationships whilst staying at the forefront of industry knowledge and lender updates.
Salary: £35-40K depending on experience + c. £50-75K OTE uncapped
What you’ll be doing:
- Conducting in depth consultations to understand clients’ financial goals and circumstances
- Meeting clients in person, at home, in the office, or remotely via Teams/Zoom
- Advising on a full range of mortgage products: first time buyer, remortgage, buy to let, commercial, and equity release
- Recommending tailored protection solutions including life cover, critical illness and income protection
- Preparing and submitting accurate mortgage applications with full compliance
- Keeping up to date with regulations, lender criteria and market changes through webinars, networking and CPD
- Maintaining detailed, compliant client records
- Building strong relationships with provider BDMs to stay ahead of product updates
- Supporting clients with ongoing financial planning needs
- Collaborating with lenders, insurers and other professionals to ensure smooth case progression
- Mentoring a junior adviser as part of your senior responsibilities
The ideal Senior Mortgage & Protection Adviser will need:
- Minimum 3 years’ experience as a Mortgage & Protection Adviser
- CeMAP + CII Level 3 Equity Release – essential
- Whole of Market experience using systems such as Mortgage Brain, iPipeline, CI Expert
- Strong communication, accuracy and attention to detail
- Experience with Intelliflo (IO) or similar
- Organised, proactive and confident managing your diary
A rewarding senior role for someone who loves delivering high quality advice and building long term client relationships.
Senior Mortgage & Protection Advisor in Farnham employer: Profiles Personnel Ltd
Join a dynamic team where your expertise as a Senior Mortgage & Protection Adviser is valued and rewarded. With a strong focus on career progression, you will enjoy a supportive work culture that encourages mentorship and professional development, all while making a meaningful impact on clients' financial futures. Located in a vibrant area, the company offers competitive salaries, uncapped earnings potential, and the opportunity to stay at the forefront of industry knowledge.
