Mortgage and Protection Advisor

£60000 - £70000 per annum + benefits | London

Job Title: Mortgage & Protection Advisor

Location: London, Close to Bank Station

Salary: £60-70,000

Working Hours: Monday to Friday 9am to 5.30pm


  • 20 days holiday plus bank and public holidays
  • Pension scheme
  • Life Cover
  • Income Protection
  • Ongoing training and development
  • Incentives and rewards
  • Quarterly commission

About the role

We have a great new position for an experienced Mortgage & Protection Advisor with a specialist new build and shared ownership whole of market broker based in London. Our client is a leading mortgage advisory business for affordable housing. They offer an experienced Mortgage and Protection Advisor a steady stream of daily leads, a quarterly commission structure and a strong admin team to provide support.

Responsibilities and Experience required for the role of Mortgage & Protection Advisor

  • Identify customer financial needs and advise them on suitable products to meet their requirements
  • Ensure customers understand the products and services
  • Complete customer interviews by appointment and on demand and make sure sales meet customer’s needs
  • Deliver a professional and credible service
  • Work toward sales targets
  • Comply with FCA regulations, ensuring cases meet all regulatory requirements
  • Comply with all policies, procedures and standards e.g. Data Protection, Financial Crime, Treating Customers Fairly, complaints procedures etc.
  • Previous experience as a face to face Mortgage & Protection Advisor is essential along with the full CeMap or other industry recognised qualification.
  • Willingness to learn new skills
  • Excellent, empathetic communicator with a real flair for getting into the detail of things
  • Proven track record in working in a targeted sales environment
  • Previous use of mortgage specific software
  • Attention to detail
  • Highly energised and motivated about helping a customer buy a home
  • Ability to provide clients with desirable, whole of market options alongside exclusive products

For more information regarding the role of Mortgage & Protection Advisor please contact us

Stellar Select is acting as an employment agency and is a corporate member of the REC

Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days

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