Mortgage & Protection Adviser

Mortgage & Protection Adviser

Swansea Full-Time 28800 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide mortgage and protection advice, handle inbound leads, and ensure smooth application processing.
  • Company: Join Sturgess Mortgage Solutions, a trusted independent broker in South Wales.
  • Benefits: Enjoy a competitive salary, uncapped commission, and full support without cold-calling.
  • Why this job: Kick-start your career in finance with a supportive team and clear progression opportunities.
  • Qualifications: Must be CeMAP qualified or equivalent; no experience necessary but customer service background is a plus.
  • Other info: Work in a modern office environment in Swansea with a focus on community.

The predicted salary is between 28800 - 42000 £ per year.

3 days ago Be among the first 25 applicants

Salary: Competitive Basic Salary + uncapped commission

Job Type: Full-Time, Permanent

Requirement: Fully CeMAP qualified or equivalent – no experience necessary

About the Role

Sturgess Mortgage Solutions — one of South Wales\’ most trusted, independent brokers — is looking for a fully CeMAP qualified individual to join our growing team as a Mortgage & Protection Adviser.

No experience? No problem. If you’re motivated, professional, and ready to kick-start a career in financial services, we’ll provide the support, leads, and tools to help you succeed — without cold-calling or pushy targets.

What You’ll Do

  • Provide whole-of-market mortgage and protection advice
  • Handle inbound leads from clients, introducers, and marketing campaigns
  • Deliver outstanding customer service and clear, ethical advice
  • Liaise with our support team to ensure smooth processing of applications
  • Maintain high compliance standards and accurate documentation

What We’re Looking For

  • CeMAP-qualified or equivalent
  • Confident communicator with a customer-first mindset
  • Organised, proactive, and eager to learn
  • Able to work independently and thrive in a supportive team environment
  • Background in customer service or property sector is a bonus
  • No experience required

What We Offer

  • Competitive basic salary
  • Uncapped commission & bonus structure
  • Steady stream of high-quality leads (no cold-calling)
  • Full back-office and compliance support
  • Modern, community-focused office environment in Swansea
  • Long-term career progression into a Senior Adviser role

Seniority level

  • Seniority level

    Entry level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Finance and Sales

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Mortgage & Protection Adviser employer: Sturgess Mortgage Solutions

Sturgess Mortgage Solutions is an exceptional employer, offering a supportive and community-focused work environment in Swansea. With a competitive salary, uncapped commission structure, and a steady stream of high-quality leads, employees can thrive without the pressure of cold-calling. The company prioritises employee growth, providing clear pathways for career advancement into senior roles while fostering a culture of collaboration and ethical service.
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Contact Detail:

Sturgess Mortgage Solutions Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage & Protection Adviser

✨Tip Number 1

Familiarise yourself with the mortgage and protection market. Understanding current trends, products, and regulations will help you engage in meaningful conversations during interviews and demonstrate your commitment to the role.

✨Tip Number 2

Network with professionals in the financial services sector. Attend local events or join online forums related to mortgages and protection advice. This can provide valuable insights and potentially lead to referrals or recommendations.

✨Tip Number 3

Prepare to discuss your customer service experience. Even if you lack direct experience in mortgages, showcasing your ability to provide excellent service and build relationships can set you apart from other candidates.

✨Tip Number 4

Research Sturgess Mortgage Solutions specifically. Understand their values, mission, and the type of clients they serve. Tailoring your approach to align with their ethos can make a strong impression during the interview process.

We think you need these skills to ace Mortgage & Protection Adviser

CeMAP Qualification
Customer Service Skills
Communication Skills
Organisational Skills
Proactive Attitude
Attention to Detail
Ethical Decision-Making
Ability to Work Independently
Team Collaboration
Time Management
Problem-Solving Skills
Adaptability
Sales Acumen
Financial Knowledge

Some tips for your application 🫡

Highlight Your Qualifications: Make sure to clearly state your CeMAP qualification or equivalent in your CV and cover letter. This is a key requirement for the role, so don’t bury it in the details.

Showcase Customer Service Skills: Since the role values a customer-first mindset, include examples from your past experiences that demonstrate your ability to provide excellent customer service, even if they are not directly related to financial services.

Tailor Your Application: Customise your CV and cover letter to reflect the specific responsibilities and qualities mentioned in the job description. Use keywords from the listing to show you understand what the company is looking for.

Express Your Motivation: In your cover letter, convey your enthusiasm for starting a career in financial services. Mention why you are drawn to Sturgess Mortgage Solutions and how you align with their values and mission.

How to prepare for a job interview at Sturgess Mortgage Solutions

✨Know Your CeMAP Qualification

Make sure you understand the key concepts and principles of your CeMAP qualification. Be prepared to discuss how your training has equipped you to provide mortgage and protection advice, even if you lack practical experience.

✨Demonstrate Customer Service Skills

Since a background in customer service is a bonus, think of examples from your past experiences where you provided excellent service. Highlight your ability to communicate clearly and put the customer first, as this is crucial for the role.

✨Show Enthusiasm for Learning

Express your eagerness to learn and grow within the financial services sector. Discuss any relevant courses or self-study you've undertaken, and convey your motivation to develop your skills further with the support of the team.

✨Prepare Questions for the Interviewers

Have a few thoughtful questions ready to ask during the interview. This shows your interest in the company and the role, and it gives you a chance to assess if the company culture aligns with your values and career goals.

Mortgage & Protection Adviser
Sturgess Mortgage Solutions
Location: Swansea
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