Mortgage & Protection Adviser

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Location: Appleby-In-Westmorland, Cumbria (Office-based with 4-day week option)

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Salary: £30,000 to £35,000 basic + uncapped bonuses

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Start Date: Q1/Q2 2026 (Looking specifically for the right delegate here )

Are you a driven and experienced Mortgage & Protection Advisor looking to join a respected, client-focused firm with a strong reputation, offering N
ationwide advice specialising in supporting M
ilitary personnel – both serving and veterans as well as supporting Blue light professionals
?

Patrick James Solutions (a trading style of Infinite FS) is a key account of Quilter, offering trusted mortgage and protection advice across the UK. Based in the beautiful Cumbrian countryside, we pride ourselves on building long-term client relationships through personalised, face-to-face and remote services.

• Delivering tailored Mortgage & Protection advice to a wide range of clients
• Recommending suitable products including life assurance, income protection, and home cover
• Managing end-to-end applications and liaising with lenders, providers, estate agents, and solicitors
• Staying up to date with market trends and compliance requirements
• Building long-term relationships through exceptional service

• Proven track record in Mortgage & Protection sales
• Strong communication and relationship-building skills
• Self-motivated, detail-oriented, and resilient
• Own client bank required; additional leads provided

• Full administrative support
• 4-day work week option after probation
• 40 days holiday after probation
• Career progression and ongoing training
• Supportive, inclusive, and team-oriented culture
• Beautiful office locations in Appleby and Chorley

At Infinite FS, we believe in diversity, inclusion, and empowering our team to thrive. If you're passionate about helping people secure their futures and want to be part of a growing, values-driven business—we’d love to hear from you.

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Apply Now: Send your CV and cover letter to