Succession Wealth is seeking an experienced Mortgage and Protection Adviser to join our growing team in a home-based, UK-wide role. You will provide high‑quality mortgage and protection advice across client needs while supporting refinements to our processes for a smooth client journey.
You will manage cases end‑to‑end, work with internal stakeholders and maintain regulatory compliance. CeMAP (ideally CeRER) and strong market knowledge are essential; competitive salary, annual bonus and
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Mortgage & Protection Advisor: End-to-End Client Focus in Birmingham employer: Succession Wealth
Succession Wealth is an exceptional employer, offering a dynamic and supportive work culture that prioritises employee growth and development. With a focus on hybrid working in the vibrant city of London, employees benefit from structured training, sponsorship for professional exams, and the opportunity to collaborate closely with experienced advisers, ensuring a fulfilling career path in financial planning.
