Mortgage & Protection Advisor

1 month ago

Ottery Saint Mary, United Kingdom Cathedral Appointments | South West Recruitment Full time

Salary up to £45k DOE | Hybrid / Flexible Working | Exeter Outskirts


Our client, an independent Financial Advisory firm whose mission is to help people feel empowered about their financial future is seeking an experienced Mortgage & Protection Advisor to join their team on a full-time permanent basis. As a Mortgage & Protection Advisor, you will deliver the firm's client service proposition at the highest standards, comply with FCA rules as outlined in compliance procedures, and consistently generate the desired income from clients to achieve the company's stated goals.


Mortgage & Protection Advisor responsibilities will include:

  • Build and maintain professional relationships, handle client inquiries, and provide personalized mortgage and protection recommendations
  • Stay updated on FCA regulations and industry trends, ensuring all advice and services are compliant
  • Seek new business opportunities and maintain relationships with professional introducers and product providers
  • Engage in continuous professional development and participate in firm-wide projects to enhance service delivery


Requirements of the Mortgage & Protection Advisor:

  • Must be qualified to CII CF6, CII R01, and CII R05 or CeMAP equivalent
  • Minimum of 5 years as a Mortgage and Protection Adviser with a proven successful track record
  • Strong analytical, interpersonal, and communication skills with the ability to handle complex financial data and provide clear advice
  • Deep understanding of financial markets, mortgage, and protection policies, and regulatory frameworks.
  • Entrepreneurial mindset, proactive problem-solving abilities, high ethical standards, and proficiency in relevant software


Your benefits:

  • Competitive Salary
  • Hybrid / Flexible working
  • Access to a Discretionary health cash plan
  • Life assurance scheme 3 x annual salary
  • Availability of an employee assistance programme
  • Employee discount
  • Free onsite parking
  • Store discount
  • Your birthday as a day off
  • Group Income Protection scheme
  • Enhanced pension contributions


Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.

Recruitment Consultant: Joanne Howell

Ref: 10570

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