Mortgage & Protection Advisor

Mortgage & Protection Advisor

Full-Time 60000 - 60000 £ / year (est.) No working from home possible
Worth Recruiting - Property Industry Recruitment

At a Glance

  • Tasks: Provide expert mortgage advice and build strong client relationships.
  • Company: Independent estate agency with a strong presence in South West London.
  • Benefits: Unlimited earning potential, numerous leads, and a supportive work environment.
  • Other info: Opportunity for professional growth and development in a thriving industry.
  • Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
  • Qualifications: Experience as a Mortgage Adviser and excellent communication skills.

The predicted salary is between 60000 - 60000 £ per year.

A busy Estate Agency in South West London is looking for a qualified and experienced Mortgage & Protection Advisor to join its team. This role would suit a practicing adviser with strong mortgage knowledge, excellent communication skills and a proven track record in the mortgage services industry.

The successful Mortgage & Protection Advisor will provide expert advice across residential mortgages, buy-to-let, remortgages and protection products. You’ll work closely with clients throughout the process, identifying their requirements, providing suitable recommendations and developing new business through leads, referrals and cross‑selling.

What's in it for you (Benefits):

  • Unlimited earning potential
  • Numerous quality leads
  • Opportunity to develop and grow your client base
  • Supportive and professional working environment

The Company:

  • Independent sales and lettings agency with a strong presence across South West London
  • Specialist in property across sought‑after residential locations
  • Provides a range of property services to buyers, sellers, landlords and investors

What You'll Be Doing (Key Responsibilities) as a Mortgage & Protection Advisor:

  • Provide professional mortgage and protection advice to new and existing clients
  • Manage clients through the mortgage process from initial enquiry through to completion
  • Assess clients’ financial circumstances and identify suitable mortgage solutions
  • Advise on residential, buy-to-let and remortgage products
  • Identify opportunities to introduce relevant protection and other financial products
  • Build strong client relationships and generate additional business through referrals and cross‑selling

What our client is looking for (Skills & Experience):

  • Current or recent experience working as a Mortgage Adviser
  • Thorough knowledge of the residential mortgage and buy‑to‑let sectors
  • Proven track record in providing mortgage advice
  • Confident with cross‑selling protection and associated financial products
  • Excellent communication skills with a professional telephone manner
  • Full UK driving licence and access to your own car

Mortgage & Protection Advisor employer: Worth Recruiting - Property Industry Recruitment

Join a highly regarded independent surveying practice in Banstead, where you will be part of a professional and supportive team known for its strong reputation among mortgage lenders. Enjoy a competitive salary, flexible working options, and a varied workload that allows for personal and professional growth in the property industry.

Worth Recruiting - Property Industry Recruitment

Contact Details:

Worth Recruiting - Property Industry Recruitment Recruitment Team

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

Mortgage Knowledge
Communication Skills
Client Relationship Management
Cross-Selling
Financial Product Knowledge
Residential Mortgages
Buy-to-Let Expertise