At a Glance
- Tasks: Guide clients through mortgage solutions and protection needs with tailored advice.
- Company: Established independent mortgage and protection brokerage with a strong local reputation.
- Benefits: Competitive salary, generous commission, ongoing training, and supportive team environment.
- Other info: Full-time office-based role with opportunities for self-employment if desired.
- Why this job: Inherit an existing client base and make a real impact in people's financial lives.
- Qualifications: Must be CeMAP qualified with strong communication and relationship-building skills.
The predicted salary is between 27000 - 70000 £ per year.
My client is a very well established independent mortgage and protection brokerage based in a market town just west of Norwich. They are currently looking to recruit an experienced and CeMAP qualified Mortgage and Protection Adviser to join their team of professionals. This opportunity has arisen due to the retirement of a long-standing staff member and offers the right candidate the chance to take over an existing book of clients and repeat business.
The successful candidate will guide clients from initial consultation through to completion, assessing affordability, recommending suitable mortgage solutions from a whole of market panel of lenders, and delivering clear and compliant advice. You will also identify protection needs to ensure clients and their families are fully protected.
A strong focus on customer service, compliance, and positive client outcomes is essential. My client is a reputable local firm with an excellent reputation.
Key Responsibilities:
- You will meet with clients to understand their financial circumstances, goals, and mortgage needs.
- You will provide clear, tailored advice on mortgage products, interest rates, and repayment options.
- You will conduct affordability assessments in line with regulatory requirements.
- You will liaise with lenders, solicitors, and other stakeholders to progress applications.
- You will keep yourself up to date with mortgage market trends, products, and compliance regulations.
- You will maintain accurate records and ensure all advice meets FCA guidelines.
- You will build and maintain strong client relationships to encourage repeat business and referrals.
- You will work closely with colleagues in a collaborative, office-based environment.
Key Requirements:
- You must be CeMAP (Certificate in Mortgage Advice and Practice) qualified or hold an equivalent qualification.
- Strong communication, negotiation, and interpersonal skills.
- High attention to detail with the ability to work under pressure.
- Sound knowledge of FCA regulations and mortgage industry best practice.
- A proactive, self-driven approach.
- Proven track record of building and maintaining long-term client relationships.
Benefits:
- Competitive basic salary plus commission.
- Ongoing professional development and training.
- Supportive and collaborative team environment.
- Access to one of the largest networks in the industry (mortgages and protection).
- Established client portfolio and warm leads.
This role is a full-time office-based, permanent position. Pay: £27,000.00 - £70,000.00 per year. If you may be seeking a self-employed position, my client can also offer this on preferential terms, but please be assured an employed role is available should this be your preference.
Mortgage and Protection Adviser in Wymondham employer: Service Service
Join a reputable independent mortgage and protection brokerage based just west of Norwich, where you will benefit from a supportive and collaborative team environment. With a competitive salary and generous commission structure, this role offers the unique opportunity to inherit an established client portfolio, ensuring you can hit the ground running while enjoying ongoing professional development and training. Our strong focus on customer service and compliance makes us an excellent employer for those seeking meaningful and rewarding employment in the financial services sector.
