At a Glance
- Tasks: Deliver 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: CeMAP and CII qualified with at least 3 years of experience.
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 will 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
- 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
Requirements:
- 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 Adviser in London employer: Profiles Personnel
Join a dynamic and supportive team as a Senior Mortgage & Protection Adviser, where your expertise is valued and your career can flourish. With a focus on professional development, you will have the opportunity to mentor junior advisers while enjoying a flexible work environment that promotes work-life balance. Our commitment to client success and continuous learning ensures that you will thrive in a culture that prioritises both personal and professional growth.
