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- Tasks: Provide high-quality mortgage and protection advice while enhancing internal processes.
- Company: Join Succession Wealth, a leading financial planning and wealth management business in the UK.
- Benefits: Competitive salary, flexible working, generous leave, and extensive health benefits.
- Why this job: Make a real impact by helping clients achieve their financial goals with expert advice.
- Qualifications: CeMAP qualified with experience in whole-of-market mortgage advisory.
- Other info: Supportive culture focused on wellbeing and career development opportunities.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Home based with links to one of our UK offices. Competitive basic salary (negotiable dependant on experience) + bonus. We are Succession Wealth, from “start-up” in 2009, now one of the leading independent financial planning and wealth management businesses in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. We are looking for an experienced Mortgage and Protection Adviser to play a key role in strengthening and evolving our internal mortgage and protection proposition. This is a fantastic opportunity for a knowledgeable adviser who is passionate about high‑quality advice, excellent client outcomes, and continuous improvement.
As a Mortgage and Protection Adviser, you will provide high‑quality mortgage and protection advice across a range of client needs, while also helping to refine and enhance our internal processes. You’ll work closely with colleagues across the business to ensure a smooth client journey and a consistently high standard of advice.
Key responsibilities:- Providing compliant, high‑quality mortgage and protection advice across new purchases, remortgages, product transfers and associated protection needs
- Leading confident, client‑focused protection conversations, educating clients on risk and recommending appropriate solutions aligned to individual circumstances and best practice
- Managing cases end‑to‑end, from initial fact‑find and research through to application, completion and post‑completion support
- Reviewing, enhancing and influencing internal mortgage and protection processes, workflows, systems and documentation to improve efficiency and adviser usability
- Working collaboratively with internal stakeholders, including Area Managers, Planners, CDLs and Project Management teams, to support seamless case progression
- Maintaining high standards of file quality, documentation, suitability reporting and regulatory compliance
- Proactively identifying risks, gaps or inefficiencies and recommending practical, sustainable improvements
- Promoting a positive culture of quality, accountability and continuous improvement across the mortgage and protection function
- CeMAP and ideally, CeRER qualified
- Experience of whole‑of‑market mortgage advisory experience
- Strong knowledge of mortgage and protection products and regulatory requirements
- Confident communicator with a client‑focused approach
- Highly organised with the ability to manage cases end‑to‑end
- A competitive basic salary, annual pay reviews and performance linked increases, as well as a fantastic range of benefits including:
- 25 days annual leave (rapidly increasing with service), plus bank holidays and additional days for Christmas closure
- Excellent company pension scheme with a generous employer contribution
- Agile and family friendly working arrangements to allow for a great work/life balance
- Company sick pay
- Enhanced maternity, paternity and adoption pay
- Up to 40% discount on Aviva Insurance & Investment products
- ÂŁ450 towards the purchase of home office equipment
- Group Life Assurance Scheme: 8 x salary
- Access to the Benefit Hub; discounts on shopping, dining out, holidays and more
- A range of health benefits including eye care vouchers, flu vaccinations, annual health screening, digital GP, mental health and nutrition sessions and Employee Assistance Programme
- Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening
- Support with cost of professional exams / study days
- Charity Days
- Company Events
- Group Income Protection
Our Wellbeing committee works hard to support the wellbeing of our colleagues. Current support includes: Employee Assistance Programme (24/7 line), access to mental health first aiders, menopause support, parental and compassionate leave, Wellbeing Library and Hub, Aviva DigiCare and Workplace, Bereavement Helpline. Support in achieving your career goals includes sponsorship for relevant professional exams and study leave, funded apprenticeships, Insights Discovery psychometric tool, clear career pathways and a wide range of free courses via our Learning Management system.
We do not accept unsolicited CV submissions from agencies; any such submissions will be treated as a direct application from the candidate.
Our commitment to DE&I: Succession is committed to building and preserving a culture of inclusion and diversity. We welcome the unique contributions all candidates can bring regardless of their background and strive to ensure fair and equitable recruitment practice.
Mortgage and Protection Adviser employer: Succession Wealth
Contact Detail:
Succession Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage and Protection Adviser
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join online forums, or even hit up LinkedIn. The more connections you make, the better your chances of landing that Mortgage and Protection Adviser role.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, don’t hold back on showcasing your knowledge. Talk about your experience with mortgage products and how you've helped clients in the past. We want to see your passion for high-quality advice!
✨Prepare for the Interview
Do your homework before the interview! Research Succession Wealth and understand our values and services. Be ready to discuss how you can enhance our mortgage and protection processes. This shows you’re not just looking for any job, but you’re genuinely interested in us.
✨Follow Up
After your interview, don’t forget to send a quick thank-you email. It’s a great way to reiterate your interest in the role and keep you fresh in their minds. Plus, it shows you’re proactive and keen to join our team!
We think you need these skills to ace Mortgage and Protection Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that are relevant to the Mortgage and Protection Adviser role. Highlight your whole-of-market mortgage advisory experience and any qualifications like CeMAP or CeRER. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about providing high-quality advice and how you can contribute to our internal processes. Keep it engaging and personal, so we get a sense of who you are.
Showcase Your Client-Focused Approach: In your application, emphasise your experience in leading client-focused conversations and managing cases end-to-end. We love candidates who can demonstrate their ability to educate clients on risk and recommend tailored solutions.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Succession Wealth
✨Know Your Stuff
Make sure you brush up on your mortgage and protection products. Understand the latest regulations and be ready to discuss how you've applied your knowledge in past roles. This will show that you're not just qualified, but also passionate about providing high-quality advice.
✨Client-Centric Mindset
Prepare to demonstrate your client-focused approach. Think of examples where you've successfully managed client relationships or improved their experience. Highlighting your ability to lead confident, client-focused conversations will resonate well with the interviewers.
✨Process Improvement Insights
Since the role involves refining internal processes, come prepared with ideas on how to enhance workflows or improve efficiency. Share specific instances where you've identified gaps and implemented solutions in your previous roles to showcase your proactive mindset.
✨Collaborative Spirit
This position requires working closely with various teams. Be ready to discuss how you've collaborated with colleagues in the past to achieve common goals. Emphasising your teamwork skills will highlight your fit for a role that values collaboration across departments.
