Mortgage and Protection Adviser

2 weeks ago

Newcastle upon Tyne, United Kingdom Recruit UK Full time

Job Title: Mortgage Adviser

Location: Newcastle

Salary: £30,000 plus bonus

Job Reference: 9238

Job Description:

Recruit UK is working on an excellent opportunity for a Mortgage and Protection Adviser in Scotland, Newcastle or Carlisle to join a national Financial Planning firm on an employed basis.

Our client is seeking a professional, organised, and driven Mortgage and Protection Adviser to join their team. This is a fantastic opportunity for those who excel in protection advice, as 70% of business will be generated from this area. They are looking for individuals who bring gravitas to their work, not just salesmanship, and who are committed to building long-term client relationships.

Why work for our client?

Established Client Base

o 97% of their clients make multiple purchases.

o You’ll have immediate access to a portfolio of 6,000 clients, with 450 clients assigned to each adviser as a base.

Warm Leads

o Benefit from hot, pre-qualified leads. In short - no cold calling required

Business Support

o Run your own business within a business with all the backing of a supportive, positive work environment focused on your wellbeing and success.

Strong earning potential

o Advisers typically earn £78k with a balanced mix of business from the mortgage database and new leads, with uncapped earning potential.

o You don’t have to pay away for the leads received.

Work Flexibility

o This role offers the flexibility of remote work, with client appointments conducted via home visits or video calls.

o You’ll have full administration support based out of the Perth office and access to state-of-the-art tools like Xplan, IRIS, and CI Expert.

Benefits:

  • Basic £30,000 + generous bonus, OTE £78,000
  • Career progression opportunities
  • Death in service
  • Pension
  • Further flexible company benefits including - health/dental schemes

Skills and experience required:

  • Location: Ideally Perth, however, open to applicants from across Scotland, Newcastle, or Carlisle.
  • Qualifications: Must have CeMAP or equivalent and at least 2 years of experience in mortgage and protection advising, with a strong emphasis on protection advice.
  • Skills: Strong organisational skills, structured work habits, excellent IT skills, and the ability to manage and nurture a client base effectively.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a mortgage firm based in Perth on a Mortgage and Protection Adviser role.

Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

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