Mortgage & Protection Advisor

Location:Birmingham
Salary:£33k - £36k + Bonus (Realistic Year 1 OTE £60,000+)

My client, a well-established DA mortgage brokerage based in Birmingham, is seeking an experienced
Mortgage & Protection Advisor
to join its growing team.

With over 15 years of success in the mortgage market, the business has built a strong reputation for helping clients secure solutions in more complex and adverse lending scenarios. This is a growth hire rather than a replacement, offering an excellent opportunity for a driven and ambitious adviser to join a close-knit team and play a key role in the next phase of growth.

All leads are generated in-house through the company's website and marketing activity, with the team receiving 8-10 leads per day. The role is fully office-based and suited to an individual who thrives in a fast-paced, sales-focused environment.

Responsibilities for a Mortgage & Protection Advisor

• Managing inbound leads and converting enquiries into completed mortgage business.
• Advising clients on specialist and adverse mortgage solutions.
• Recommending suitable protection products to meet clients' needs.
• Building strong client relationships throughout the mortgage journey.
• Explaining and justifying broker fees where appropriate.
• Collecting all required client documentation before passing cases to the processing team.
• Maintaining regular communication with clients and providing excellent service throughout the advice process.
• Working proactively to maximise business opportunities and secure conversions.
• Responding quickly to enquiries and maintaining strong follow-up activity.

Requirements to become a Mortgage & Protection Advisor

• Previous experience working as a
  Mortgage & Protection Advisor
  .
• Fully CeMAP qualified (or equivalent).
• Strong sales ability and a proven track record of converting mortgage enquiries.
• Comfortable conducting the majority of business over the phone.
• Experience with in specialist or adverse lending is beneficial but not essential.
• Commercially minded with the ability to work towards targets and revenue goals.
• Driven, resilient, and highly self-motivated.
• Able to thrive within a small team environment where personality fit is important.
• Strong organisational and communication skills.
• A proactive approach with a "self-employed mentality" towards winning and retaining business.

Benefits you will receive as a Mortgage & Protection Advisor

• Realistic Year 1 OTE of £60,000+ (top Advisor earns six figures).
• Basic salary up to £35,000 depending on experience.
• Competitive bonus structure.
• All leads provided.
• No requirement to self-generate business.
• Dedicated administrative and processing support.
• Established directly authorised brokerage.
• Strong pipeline of specialist and adverse mortgage enquiries.
• Opportunity to develop into a high-earning
  Mortgage & Protection Advisor
  , with top performers achieving six-figure earnings.
• Supportive, experienced, and close-knit team environment.

This is an excellent opportunity for a
Mortgage & Protection Advisor
who is looking to join a well-established brokerage with a strong lead flow, specialist market focus, and genuine earning potential.