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Senior Mortgage & Protection Advisor
Job in
Ash Green, Coventry, West Midlands, CV1, England, UK
Listed on 2026-06-15
Listing for:
Profiles Personnel Ltd
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance
Job Description & How to Apply Below
SENIOR MORTGAGE & PROTECTION ADVISER Whole of Market | Fully CeMAP/CII Qualified | Career Progression Role Are you a fully CeMAP qualified, CII certified Mortgage & Protection Adviser looking for a senior role where your expertise genuinely counts? Step into a position that gives you autonomy, progression, and the chance to make a real impact on clients’ financial futures. You’ll deliver high quality mortgage and protection advice, mentor junior advisers, and build long term client relationships whilst staying at the forefront of industry knowledge and lender updates.
Salary £35-40K depending on experience c.£50-75K OTE uncapped
What you’ll be doing Conducting in depth consultations to understand clients’ financial goals and circumstances Meeting clients in person, at home, in the office, or remotely via Teams/Zoom Advising on a full range of mortgage products: first time buyer, remortgage, buy to let, commercial, and equity release Recommending tailored protection solutions including life cover, critical illness and income protection Preparing and submitting accurate mortgage applications with full compliance Keeping up to date with regulations, lender criteria and market changes through webinars, networking and CPD Maintaining detailed, compliant client records Building strong relationships with provider BDMs to stay ahead of product updates Supporting clients with ongoing financial planning needs Collaborating with lenders, insurers and other professionals to ensure smooth case progression Mentoring a junior adviser as part of your senior responsibilities The ideal Senior Mortgage & Protection Adviser will need, Minimum 3 years’ experience as a Mortgage & Protection Adviser CeMAP CII Level 3 Equity Release – essential Whole of Market experience using systems such as Mortgage Brain, iPipeline, CI Expert Strong communication, accuracy and attention to detail
Experience with Intelliflo (IO) or similar Organised, proactive and confident managing your diary A rewarding senior role for someone who loves delivering high quality advice and building long term client relationships.
Position Requirements
10+ Years
work experience
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