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Mortgage and Protection Advisor
Job Posted: a day ago
Salary: £ 50,000 - 70,000 / Annum
Job Type: Permanent
Location: Stockton-on-Tees, County Durham
Expire in: a month
Job Description
Job Title: Mortgage & Protection Advisor
Location: Hybrid 3 days in Stockton on Tees
Salary: Uncapped OTE £50-70,000 realistic
Hours: Monday-Friday 9 am-5:30 pm
Benefits:
Full administrative and compliance support
Professional meeting rooms for client appointments
Additional client leads provided
Friendly, successful, and supportive team environment
Marketing support to help build your pipeline
Modern desk, computer, and IT systems provided
On-site car parking
Flexible working within a Monday-Friday structure
Agreed 30-day holiday plus bank holidays in line with existing team structure
Additional referral fees for estate planning servicesAbout our Client and the role of Mortgage and Protection Advisor:
The business is a well-established, family-run financial services firm with over 15 years of experience, trusted for delivering tailored mortgage, protection, and holistic financial advice. They provide a comprehensive support structure, including full admin and compliance services, allowing advisers to focus on client relationships and revenue generation.
This self-employed role is designed to reward proactive and motivated advisers. While you will primarily develop your clients, the company may also share new client opportunities to support your growth. Additionally, the firm plans to acquire client portfolios from retiring advisers, offering potential opportunities to expand your book over time.
This role is ideal for an adviser currently working independently who wants support with admin, compliance, and operational tasks. You will benefit from a structured, collaborative environment and the resources needed to maximise your client focus and professional growth.
Responsibilities for the role of Mortgage and Protection Advisor:
Deliver expert mortgage and protection advice tailored to each client's needs, reflecting our values of Trustworthiness, Honesty, and Reliability
Conduct thorough consultations to understand clients' financial situations, goals, and priorities
Recommend appropriate products and solutions that best meet client objectives
Keep abreast of mortgage market trends, interest rates, lending policies, and regulatory requirements
Educate clients on mortgage processes, terminology, and potential risks to enable informed decision-making
Build and maintain strong client relationships, fostering trust, loyalty, and repeat business in line with our values of Authenticity and Relentless Work Ethic
Assess clients' financial status, including income, expenses, assets, and liabilities, to determine borrowing capacity and product suitability
Communicate complex financial concepts clearly and professionally
Continuously grow and develop a client portfolio, maximising opportunities and ensuring profitable relationships
Maintain commercial awareness of financial products, regulations, and market practicesExperience required for the role of Mortgage and Protection Advisor:
Proven track record as a self-employed Mortgage & Protection Adviser
CeMAP (or equivalent) industry-recognised qualification
Ability to pass the FCA fit and proper assessment with no panel exclusions
Proactive, self-motivated, and client-focused
Committed to providing an excellent customer experience
Competent in mortgage-specific software
Full UK driving licenceFor more information regarding the role of Mortgage and 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 daysBefore You Apply
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- Bank details.
- National Insurance number.
- Date of birth.
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Looking for your next career move? Join a top company hiring Mortgage and Protection Advisor job near me in Stockton-on-Tees, County Durham! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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