Mortgage Advisor​/Protection Financial Adviser; AWDO-P14465

Mortgage Advisor / Life & Protection Financial Adviser

An exciting opportunity for a CeMAP qualified Mortgage Advisor / Life & Protection Financial Adviser to provide expert mortgage advice, protection solutions and financial services support through strong estate agency leads in a hybrid role.

If you’ve also worked in the following roles, we’d also like to hear from you:
Mortgage Advisor, Protection Consultant, Financial Services Advisor, Mortgage Consultant, Mortgage Broker, Life & Protection Adviser, Financial Adviser

SALARY: £30,000 per annum Basic / £70,000 - £80,000 OTE

LOCATION:

Hybrid Working – covering the Sandbach and Crewe areas

JOB TYPE:
Full-Time, Permanent – Self Employed candidates also considered

We have a fantastic new job opportunity for a Mortgage Advisor / Life & Protection Financial Adviser to join a well-established and growing financial services organisation covering Sandbach and Crewe.

The Mortgage Advisor / Life & Protection Financial Adviser will benefit from a strong and consistent lead source via established estate agency partnerships, supporting pipeline management and client acquisition.

As a Mortgage Advisor / Life & Protection Financial Adviser you will provide expert mortgage advice and tailored protection solutions, conducting client appointments both face-to-face and remotely while ensuring regulatory compliance.

This role offers hybrid working, administrative support and the flexibility of employed or self‑employed options within a supportive, growth‑focused environment.

• Provide Mortgage Advice:
  Deliver expert guidance on a range of mortgage products tailored to client needs
• Recommend Protection Solutions:
  Identify and advise on appropriate life insurance, critical illness and income protection products
• Manage Introduced Leads:
  Handle estate agency leads efficiently, ensuring proactive follow‑up and conversion
• Conduct Client Appointments:
  Meet clients face‑to‑face and remotely to gather information and provide recommendations
• Pipeline Management:
  Oversee your own caseload from enquiry through to completion
• Maintain Compliance:
  Ensure all advice and documentation meets FCA regulations and internal compliance standards
• Deliver Customer Service:
  Provide a high level of service throughout the full mortgage journey
• Build Relationships:
  Develop strong working relationships with introducers and clients to support repeat and referral business

• CeMAP qualified (or equivalent recognised mortgage qualification)
• Must hold Competent Adviser Status (CAS)
• Previous experience in providing mortgage and protection advice
• Proven experience of writing mortgage and protection business
• Strong communication and relationship management skills
• Experience with pipeline management and lead conversion
• A thorough understanding of FCA regulations and compliance requirements
• Self‑motivated with the ability to manage your own workload effectively

• Employed or self‑employed packages available
• Competitive commission splits / salary + bonus (depending on option chosen)
• Strong and consistent lead source from estate agency partners
• Hybrid working flexibility
• Administrative support available
• Opportunity to build and grow within a supportive environment

To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV’s of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.

JOB
-P14465