Mortgage Advisor
  • England,West Midlands,Worcestershire,Bromsgrove
  • Full Time, Permanent
  • £34,000 - £75,000 per annum, OTE
Job Description:
Full job descriptionJob Title: Mortgage Advisor
Location: Bromsgrove (Hybrid option)
Basic Salary: £34,000 (depending on experience)
OTE: Up to £75,000 a year


About the RoleWe are looking for an experienced Mortgage & Protection Adviser to join a growing and well-established financial services operation, working closely alongside a successful estate agency network.
This is a great opportunity for an adviser who wants access to a consistent flow of quality leads and pre-booked appointments, allowing you to focus on providing excellent advice, converting opportunities and looking after your clients.
You will be based across a number of estate agency branches and work closely with the wider sales teams to support buyers, sellers and existing clients with their mortgage and protection needs.


The RoleThis is a full-time, branch-based position covering four estate agency branches across Birmingham.
You will meet with clients who are actively looking to purchase a property, remortgage or review their protection requirements.
Your responsibilities will include:
*Providing tailored mortgage and protection advice
*Recommending suitable products based on individual client circumstances
*Managing mortgage and protection applications from initial appointment through to completion
*Maintaining regular communication with clients throughout the process
*Working closely with estate agency teams, lenders, solicitors and internal support teams
*Managing a busy pipeline while maintaining excellent customer service and attention to detail
*Building strong relationships with clients and introducers
*Ensuring all advice and documentation is completed in line with regulatory and company requirements
The role benefits from a strong flow of pre-booked appointments and client introductions, making it ideal for an adviser who enjoys working in a busy, fast-paced environment.


What We’re Looking For

We are looking for an experienced adviser who already holds Competent Adviser Status and is confident managing their own pipeline.
You will need:
*CeMAP, or another recognized equivalent qualification
*Current Competent Adviser Status (CAS) for both mortgage and protection advice
*Previous experience working as a Mortgage & Protection Adviser
*A proven track record of delivering strong customer outcomes
*Good knowledge of residential mortgage and protection products
*Strong communication and relationship-building skills
*The ability to manage a busy workload and multiple applications at the same time
*Excellent attention to detail
*Strong organizational and time-management skills
*A professional, positive and self-motivated approach
Why Join?
This is an opportunity to join a growing business where the foundations for success are already in place.
You will benefit from:
*A consistent supply of pre-booked appointments and client introductions
*Access to clients across multiple established estate agency branches
*Strong working relationships with experienced estate agency teams
*Excellent earning potential
*Less reliance on self-generating new business
*Strong operational and administrative support
*Access to a comprehensive lender and protection panel
*A supportive and ambitious working environment
*The opportunity to build long-term relationships with clients and introducers
*The chance to play an important role in the continued growth of the business
If you are an experienced Mortgage & Protection Adviser with current CAS and are looking for a role where you can focus on providing great advice, converting quality opportunities and growing your earnings, we would be keen to hear from you.
Job number 4312082
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