Mortgage & Protection Specialist

2 days ago


Cheltenham, Gloucestershire, United Kingdom Swoop Recruitment Full time
Mortgage & Protection Advisor Role

We are seeking an experienced Mortgage & Protection Advisor to join our client's dynamic team in Cheltenham. The successful candidate will have a passion for helping clients achieve their homeownership dreams and possess a CeMAP qualification.


Key Responsibilities:



  • Build and maintain a client base to secure lending, protection, and general insurance business while identifying new revenue opportunities.
  • Maximise mortgage sales through proactive business development and securing new clients.
  • Collaborate with the estate agency team and other departments to optimise lead generation and income.
  • Work closely with your dedicated administrator to ensure timely case progression from application to completion, ensuring excellent customer outcomes.

Our Client Offers:



  • Basic salary
  • Generous commission
  • Zero validation target
  • Quality lead source
  • Great team & culture
  • Career development and training

Benefits:



  • Fabulous rewards and incentives for Top achievers.
  • Quarterly and yearly awards including trips abroad
  • An excellent, uncapped commission structure with further bonuses.
  • Generous Holiday allowance, increasing by 1 day per year based on service up to an additional 5 days holiday per year.
  • Excellent parental leave & company fertility policy in place.
  • Access to an Employee assistant programme including access to a virtual GP 24/7 and mental health first aiders.
  • Retail discounts.


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