Mortgage & Protection Broker

Company Description

Stagg Mortgage Services provides professional mortgage and protection advice to clients across the nation. The company focuses on tailored solutions that support individuals and families in achieving their home ownership and financial protection goals. Team members work closely with clients to understand their circumstances and recommend suitable products from a broad range of lenders and providers. Stagg Mortgage Services values integrity, clear communication, and a client-first approach in every interaction.

This full-time, on-site/Hybrid Mortgage & Protection Broker role is based in Dronfield. The broker will meet with clients to assess their financial situation, discuss mortgage and protection needs, and recommend appropriate products from various lenders and insurers. Daily responsibilities include gathering and verifying documentation, completing applications, liaising with lenders and underwriters, and keeping clients updated throughout the process. The role also involves maintaining accurate records, ensuring compliance with regulatory requirements, and contributing to local mortgage marketing activities to build and sustain a strong client base.

The successful candidate will work collaboratively with colleagues to deliver a consistent, high-quality advisory service.

• Strong mortgage advisory and brokerage skills, including experience working as or with Mortgage Brokers.
• Knowledge of finance-related products and services, including Debt Consolidation and broader Finance solutions.
• Experience in Mortgage Marketing and promoting brokerage services within local and national markets.
• Understanding of regulatory and compliance requirements in mortgage and protection brokerage.
• Excellent communication, interpersonal, and client relationship skills, with the ability to explain complex information clearly.
• High level of accuracy, attention to detail, and strong organizational skills for managing multiple cases and deadlines.
• Ability to work effectively on-site in Dronfield, collaborating with the team and engaging with local clients.
• Relevant professional qualifications or certifications in mortgage advice and protection (e.g., CeMAP or equivalent) are highly beneficial.
• Previous experience in a mortgage, financial services, or protection advisory role is preferred.