Senior Mortgage & Protection Adviser

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

• 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

• 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.