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Mortgage & Protection Adviser

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Trinity Resource Solutions
Full Time position
Listed on 2026-09-10
Job specializations:
  • Sales
    Financial Sales, Insurance Sales, Banking & Finance
Job Description & How to Apply Below
Are you an experienced Mortgage & Protection Adviser looking for the security of an employed role, quality leads and genuine opportunities to grow your earnings and client base? Our client is a successful and growing financial services business looking for an ambitious adviser to join its established team. This is an excellent opportunity for someone who wants the best of both worlds — a steady flow of quality leads provided by the business, whilst having the opportunity to develop their own client bank and professional introducer relationships.

You will:
Provide mortgage and protection advice to new and existing clients. Work with a strong pipeline of quality leads provided by the business. Build and develop your own client bank and professional introducer relationships. Manage cases from initial enquiry through to completion. Identify protection opportunities and ensure clients and their families are appropriately protected. Deliver excellent customer outcomes and maintain high professional standards.

Proactively develop your business and build long-term client relationships. What's on Offer? Competitive basic salary Attractive uncapped commission structure Quality leads provided Hybrid working Supportive and professional working environment Market-leading systems and technology Ongoing training and development Genuine career progression The opportunity to build and grow your own client relationships and introducer network We're looking for an experienced Mortgage & Protection Adviser who has:
CeMAP or equivalent qualification Previous experience working as a Mortgage & Protection Adviser Excellent communication and relationship-building skills A proactive and self-motivated approach Strong customer service skills A genuine desire to develop and grow their career The commercial mindset to identify mortgage and protection opportunities This is a great opportunity to join an ambitious, supportive business where your success is recognised and rewarded.
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