Mortage & Protection Adviser

The Mortage & Protection Adviser position centres on · Deliver clear, compliant advice and recommendations tailored to the client’s individual circumstances. It would suit someone who can bring reporting to the Sales Manager, the role of the Adviser is to offer professional, compliant, and customer-focused mortgage and protection advice to clients, ensuring their needs ar to the role.

Why this role may suit you

The Adviser supports business growth through high-quality advice, exceptional client service, and strong collaboration with internal teams. · Comfortable discussing financial matters with clients from a variety of backgrounds.

What you would be doing

· Deliver clear, compliant advice and recommendations tailored to the client’s individual circumstances.

The working style that fits

Reporting to the Sales Manager, the role of the Adviser is to offer professional, compliant, and customer-focused mortgage and protection advice to clients, ensuring their needs ar. · Adaptable and open to learning – seeks to continuously improve skills, knowledge, and systems usage.

What you need

• · Conduct detailed fact-finds to understand client objectives and assess mortgage and protection needs.
• · Research mortgage and protection products, using sourcing systems and provider platforms, to identify suitable solutions.