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Senior Mortgage & Protection Adviser

Job Posted: a day ago

Salary: £ 35,000 - 40,000 / Annum
Job Type: Permanent
Location: Farnham, Surrey

Expire in: a month

Job Description

SENIOR MORTGAGE & PROTECTION ADVISER***
Whole of Market | Fully CeMAP/CII Qualified | Career Progression Role
Are you a fully CeMAP qualified, CII certified Mortgage & Protection Adviser looking for a senior role where your expertise genuinely counts? Step into a position that gives you autonomy, progression, and the chance to make a real impact on clients' financial futures.
You'll deliver high quality mortgage and protection advice, mentor junior advisers, and build long term client relationships whilst staying at the forefront of industry knowledge and lender updates.
Salary £35-40K depending on experience + c.£50-75K OTE uncapped
What you'll be doing

Conducting in depth consultations to understand clients' financial goals and circumstances
Meeting clients in person, at home, in the office, or remotely via Teams/Zoom
Advising on a full range of mortgage products: first time buyer, remortgage, buy to let, commercial, and equity release
Recommending tailored protection solutions including life cover, critical illness and income protection
Preparing and submitting accurate mortgage applications with full compliance
Keeping up to date with regulations, lender criteria and market changes through webinars, networking and CPD
Maintaining detailed, compliant client records
Building strong relationships with provider BDMs to stay ahead of product updates
Supporting clients with ongoing financial planning needs
Collaborating with lenders, insurers and other professionals to ensure smooth case progression
Mentoring a junior adviser as part of your senior responsibilitiesThe ideal Senior Mortgage & Protection Adviser will need,

Minimum 3 years' experience as a Mortgage & Protection Adviser
CeMAP + CII Level 3 Equity Release - essential
Whole of Market experience using systems such as Mortgage Brain, iPipeline, CI Expert
Strong communication, accuracy and attention to detail
Experience with Intelliflo (IO) or similar
Organised, proactive and confident managing your diaryA rewarding senior role for someone who loves delivering high quality advice and building long term client relationships

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Looking for your next career move? Join a top company hiring Senior Mortgage & Protection Adviser job near me in Farnham, Surrey! 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!