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Mortgage & Protection Advisor

Job Posted: 4 days ago

Salary: £ 32,500 - 35,000 / Annum
Job Type: Permanent
Location: Congleton, Cheshire East

Expire in: 24 days

Job Description

The Role
This is a client-first advisory role in a business built on reputation, referrals, and long-term relationships — not quick wins or high-pressure sales.

You’ll advise across residential and buy-to-let mortgages, with a strong expectation around protection. The focus is simple: give clear, honest advice, convert properly, and retain clients for the long term.

This isn’t a volume sweatshop. It’s a quality-led environment where the expectation is that you do things properly.

What You’ll Be Doing

  * Advising on mortgages across the whole market (100+ lenders)

  * Writing protection business alongside every mortgage case

  * Managing clients from initial enquiry through to completion and beyond

  * Building referral relationships and repeat business

  * Using tech-enabled tools to retain and re-engage clients over time

What Matters

  * CeMAP (or equivalent)

  * Proven ability to convert — not just talk

  * Strong protection mindset (non-negotiable)

  * Professional, relationship-led approach

  * Comfortable working without micromanagement

What You Get

  * High-quality, referral-driven leads (not recycled or cold-heavy)

  * No-fee proposition → easier conversations, higher trust

  * Full admin and case support

  * Flexibility — including out-of-hours client work when it suits

  * A business that values retention, not just new deals

  * Long-term earning potential built on repeat clients, not constant chasing

Why This Role
If you’re stuck in a fee-heavy, transactional environment or forced to chase volume at the expense of quality, this is the opposite.

If you rely on scripts, need constant direction, or avoid protection conversations, it won’t work here

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Mortgage & Protection Advisor job near me in Congleton, Cheshire East! 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!