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Mortgage & Protection Advisor
Job Posted: 16 days ago
Salary: £ 40,000 - 40,000 / Annum
Job Type: Permanent
Location: EH54, Livingston, West Lothian
Expire in: 11 days
Job Description
Are you an ambitious Mortgage & Protection Advisor looking to take your expertise to the next level?
This is your chance to join a market-leading specialist brokerage that dominates the self-build and renovation finance space.
About the Company
This is no ordinary brokerage. Our client is a specialist financial services firm with a national reputation for helping clients fund their self-build and renovation dreams.
With a strong presence in the mortgage market and a proven lead-generation model, they combine expert advice, high-quality support, and strong lender relationships to deliver exceptional results for their clients and their Advisors.
About the Mortgage and Protection Advisor Role
As a Mortgage and Protection Advisor, you’ll provide tailored mortgage and protection advice to a steady stream of warm, qualified leads.
You’ll be the go-to expert for clients building or renovating their homes, ensuring they have the right mortgage products in place, and crucially, that their families and finances are fully protected.
With a strong pipeline of enquiries already waiting, you’ll have the tools, leads, and administrative support to focus on what you do best: advising, closing, and earning.
Mortgage and Protection Advisor Key Responsibilities
* Deliver expert mortgage and protection advice tailored to self-build and renovation clients
* Handle a consistent pipeline of warm leads with a target of 15–20+ client sign-ups per month
* Recommend appropriate protection policies and maximise cross-selling opportunities
* Assess client eligibility, affordability, and risk to deliver compliant and suitable solutions
* Build lasting client relationships and generate referral business
* Keep up to date with market trends, lender criteria, and product changes
Package & Benefits
* Basic salary: £40,000 per annum
* Commission 20% up to 30%
* Full administrative support
* Hybrid working model: 2–3 days in the office, the rest from home
* Continuous professional development and specialist market training
* Clear progression path in a high-demand, specialist mortgage sector
Skills & Experience Required
* Minimum 2 years’ experience as a Mortgage & Protection Advisor or Broker
* Demonstrable success in writing consistent volumes and achieving strong conversion rates
* Proven track record in protection sales with a consultative, client-first approach
* CeMAP (or equivalent) qualified
* Self-motivated, driven, and able to manage your own diary effectively
* Strong communication skills and ability to build rapport with a wide range of clients
Why Apply?
This is an opportunity to join the UK’s leading brokerage in a specialist market where demand is booming, you’ll have everything you need to achieve exceptional earnings and long-term career growth.
Apply Today
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Looking for your next career move? Join a top company hiring Mortgage & Protection Advisor job near me in EH54, Livingston, West Lothian! 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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