Mortgage Advisor

Experienced Mortgage and Protection Advisor

Employed or Self-Employed opportunities available.

Working within one of the largest and most successful wealth management Practices in the Midlands, you will be given the support and opportunity to progress your career in a structured and rewarding manner.

This is a unique opportunity to help build and develop a successful Mortgage & Protection business within an established wealth management practice which has recently opted to expand their services to include mortgages. As one of the largest wealth management businesses in the region, we have a large existing client base who we have never previously engaged with for mortgage products. We have a dedicated Marketing function on hand to design and deliver targeted, mortgage specific content.

The successful client will have a strong working understanding of the current mortgage market, as well as being able to demonstrate excellent business development and client acquisition skills. A measure for success of the role will be the ability to successfully refer mortgage clients into the wealth management side of the business. In return, we have a team of Wealth Managers looking to refer leads into the mortgage department.

The successful candidate will be an excellent communicator with a proven record of delivering outstanding client outcomes. Longer term there will be ample opportunity to progress upwards to become a Wealth Manager within the business, as well as support to achieve the candidate’s Level 4 qualification (if not already achieved).

Experience and qualities:

  • Previous experience in a mortgage and protection specific role
  • Proven degree of success in a similar role
  • Pro-active, motivated, and used to setting ambitious personal goals
  • Able to identify, develop and nurture professional introducer opportunities
  • Used to going the extra mile for your clients
  • Able to build great relationships with clients and the rest of the team
  • Expert technical knowledge of the mortgage and protection market
  • CeMAP or equivalent with a desire to do higher level exams if not already obtained
  • Strong team player with a can-do attitude towards the daily challenges of a busy Practice

The main duties will be as follows:

  • Positively interacting with clients and prospects to provide the best mortgage and protection advice available
  • Identifying suitable products using the company sourcing systems
  • Documenting all client interactions using the company CRM systems
  • Supporting members of the team to ensure collective goals are reached
  • Communicating effectively internally and externally
  • Actively seek referrals into the wealth management business

The position has an uncapped salary package with a realistic OTE in excess of £50,000 p/a.

To apply please send an up to date CV and covering letter to Tristan Gilbody (Operations Manager)

To get in touch with us, please contact us via the phone number or email below. One of our representatives will be happy to assist you.

Keep up to date


See our latest news and updates on our LinkedIn profile below.

View Our LinkedIn Account