Mortgage & Protection Adviser
1 week ago
**Mortgage & Protection Adviser**
An excellent opportunity is available for a Mortgage & Insurance broker to join an award winning Finance Brokerage in West Kirby on the Wirral.
**About Us**:
We’re a dynamic and client-focused brokerage dedicated to helping individuals and families secure their financial future. Specializing in both mortgage advice and life insurance solutions, we pride ourselves on delivering expert guidance with a personal touch. Due to growing demand, we’re expanding our team and looking for a motivated and experienced **Mortgage and Protection adviser** to join us.
**What We Offer**:
We’re offering a fantastic opportunity for an established Mortgage Broker to join an **award-winning brokerage in the heart of West Kirby**, ranked **#1 in the North West**. This is your chance to take your career to the next level with a business known for excellence, integrity, and outstanding client service. As part of our team, you'll benefit from **full administration support from appointment booking stage all the way through to offer**. O**ngoing training from our experienced and supportive team**so you can focus on delivering expert advice and securing the best outcomes for your clients.
**Key Responsibilities**:
- Provide expert, FCA-compliant advice on a range of mortgage products and protection policies
- Assess clients’ financial circumstances and needs to recommend suitable products
- Build strong relationships with clients, lenders, and insurers
- Keep up-to-date with market trends and product changes
- Meet or exceed personal and team targets
**What We’re Looking For**:
- CeMAP (or equivalent) qualification is essential
- Proven experience as a mortgage advisor and/or insurance broker
- Excellent communication and customer service skills
- Self-motivated, with the ability to manage your own pipeline
- Tech-savvy with good knowledge of CRM systems and lender portals
**Package**:
- Monday - Friday 9am - 5pm in our West Kirby Office
- Generous salary & commission structure
- Uncapped earning potential
- 26 days in addition to all recognized bank holidays.
**Job Types**: Full-time, Permanent
Pay: £28,000.00-£60,000.00 per year
Additional pay:
- Commission pay
**Benefits**:
- Company pension
Schedule:
- Monday to Friday
Work Location: In person
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