Mortgage and Protection Broker

Are you ready to take your career to the next level with a company that truly values your expertise and ambition? Join a team with decades of combined experience in mortgage solutions, insurance protection, and comprehensive financial services.
The Advisors are experts who understand that each client’s journey to financial success is unique and are passionate about crafting tailored strategies that help clients reach their goals.

With the head office in the heart of the beautiful city of Bath, the brokerage is proud to be well-versed in the property market, not only locally but also across the surrounding areas. Known for their personal, honest approach and deep industry knowledge, they’ve built a reputation as a trusted brokerage that delivers exceptional service.

About Mortgage & Protection Advisor Role:
As a Mortgage & Protection Advisor with us, you’ll be a key player in guiding clients through their mortgage and protection journey. Your role will involve:

• Offering expert, tailored mortgage and protection advice to suit each client's needs.
• Helping clients secure the most suitable mortgage and protection products available.
• Assessing clients' financial profiles, analysing product options, and ensuring the best match.
• Staying up to date with the latest mortgage products and industry regulations.
• Maintaining clear, effective communication with clients, lenders, and providers to ensure a smooth process.

Mortgage & Protection Advisor Package

• Salary: £30k, rising to £35k after a 6-month probation period.
• Generous Commission Structure: £5k validation with a 15% commission, leading to a realistic OTE of £80k - £90k.
• Location: Office-based in beautiful Bath - enjoy working in a dynamic environment with a friendly, supportive team.
• Additional Perks:
• Leads Provided - allowing you to focus on what you do best.
• Comprehensive Admin Support - so you can dedicate more time to clients.
• Trade Shows, Events & Team Trips - foster connections and have fun along the way.
• Welcoming, Collaborative Team Environment - be part of a team that’s dedicated to each other’s success.

Mortgage & Protection Advisor Skills and Experience

• Experience as a Mortgage Advisor with CeMAP qualification.
• In-depth knowledge of mortgage products and industry trends.
• Strong relationship-building skills and a talent for stakeholder management.
• A commitment to first-class customer service and creating lasting client relationships.
• Proactive, self-motivated approach - someone who takes ownership and goes above and beyond.

If this sounds like the role for you, we’d love to hear from you!
Contact us to arrange a call and find out more about this exciting opportunity.
Let’s take your career to new heights together!