Mortgage and Protection Adviser

Coast Specialist Recruitment
Mortlake, South West London
£30,000 per annum
15 Feb 2019
19 Feb 2019
Job role
Mortgage and Protection Adviser
  • Based in South West London.
  • Realistic O.T.E £65,000 - £70,000 per annum for first year.

The Role
  • A fantastic opportunity has arisen for a Mortgage and Protection Advisor within a leading Financial Services Company in South West London.
  • My client is an established business providing independent financial advice to clients & their families.
  • The company has in excess of 5000 existing clients with a further 40 plus new client appointments.
  • Due to their continued success and further growth my client are seeking an ambitious, forward thinking, professional and diligent Mortgage and Protection Adviser to join the business.

  • The purpose of the role is to provide Mortgage advice and non-regulated life/protection policies for new and existing clients.

Person Specification
  • Previous Mortgage Advising experience is essential.
  • Proven sales experience.
  • Able to service existing clients (all leads provided).
  • Have good all round technical knowledge.
  • Good working knowledge of compliance requirements.
  • Fully CeMAP or equivalent qualified.

Key Responsibilities
  • Provide advice and arrange mortgages and non-regulated life/protection policies to new and existing clients.
  • You will be responsible for conducting initial meetings with prospective clients both face to face and via the telephone.
  • You will need to gather information about client’s financial circumstances to enable appropriate advice to be given.
  • Maintain client relationships and be customer focused.
  • Be proactive and enthusiastic in your approach.
  • Adhere to working practice of a compliant environment.
  • Meeting clients in appointments.
  • Achieving business targets.
  • Liaising with estate agency colleagues to provide feedback on success of appointments and progress of clients in tracking.
  • Tracking clients following completion of appointments.
  • Working closely with our Financial Administrator’s.


In return my client offer the following:
  • Realistic O.T.E of £65,000 - £70,000 per annum in year 1.
  • Annual basic salary increase up to £45,000 subject to performance.
  • Excellent levels of commission - uncapped.
  • Company Pension Scheme.