At a Glance
- Tasks: Deliver high quality mortgage and protection advice while mentoring junior advisers.
- Company: Join a dynamic team focused on client financial futures and industry leadership.
- Benefits: Salary of £35-40K plus uncapped OTE of £50-75K.
- Other info: Experience with systems like Mortgage Brain and Intelliflo is essential.
- Why this job: This role offers autonomy and the chance to make a real impact on clients' lives.
- Qualifications: Must have a minimum of 3 years' experience and be CeMAP + CII Level 3 qualified.
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
- 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 employer: Profiles Personnel
This company prioritises career progression and offers a competitive salary structure. Located in a vibrant area, the team values mentorship and client relationships, ensuring advisers stay at the forefront of market knowledge.
