Mortgage & Protection Consultant
West Midlands Region | Multiple Branch Locations | Remote, Hybrid & Office Options Available
CeMAP Qualification Required
We are seeking an experienced Mortgage & Protection Consultant to support a newly partnered estate agency introducer who is working with us that have several busy West Midlands offices.
This opportunity offers access to a consistent stream of qualified customer enquiries. The successful candidate will benefit from strong local brand presence, ongoing support, and significant earning potential.
We are particularly interested in individuals who have previously worked closely with esatte agencies and are confident building productive relationships within a branch-based environment.
Key Responsibilities
Provide tailored advice and recommendations across:
- Residential mortgage products
- Remortgage solutions
- Buy-to-let lending
- Protection and insurance products
Support a broad range of clients including:
- First-time purchasers
- Home movers
- Existing homeowners
- Property investors and landlords
You will manage clients throughout the advice process, ensuring excellent service from initial enquiry through to completion.
Candidate Profile
The ideal applicant will have:
- CeMAP qualification (or equivalent recognised mortgage qualification)
- Proven mortgage and protection advisory experience
- Strong interpersonal and relationship management skills
- Excellent organisational abilities and pipeline management
- A professional and client-focused approach
- Previous experience working alongside estate agency or property-based referral partners (advantageous)
What We Provide
Our advisers are supported by a comprehensive infrastructure designed to maximise client outcomes and business growth, including:
- Industry-leading CRM and sourcing technology
- Dedicated case admin support
- Compliance and regulatory assistance
- Support with lender and solicitor communications
- Ongoing training, development and CPD opportunities
- Automated marketing and client retention systems
Rewards & Benefits
- Competitive remuneration structure
- High volume of quality referrals
- Flexible approach to client fee charging
- Initial support package available for the right candidate
- Freedom to manage your own schedule
- Access to established referral partnerships and local opportunities
Why Consider This Opportunity?
This role is ideally suited to an adviser seeking reliable lead generation, strong operational support and the opportunity to develop long-term referral relationships without needing to build an introducer network from scratch.
The locations involved have an established presence within their respective markets and continue to generate substantial customer demand, creating excellent prospects for ambitious advisers.
Working Arrangements
Flexible working options available, including:
- Home-based working
- Hybrid arrangements
- Office-based opportunities
Where appropriate, advisers will maintain regular contact with local referral partners and branch teams to strengthen relationships and maximise customer engagement.
About the Business
Established in 2018, we are a growing mortgage brokerage committed to providing advisers with quality support, effective lead generation and the flexibility to develop a successful long-term career. Our culture is built around professionalism, collaboration and delivering exceptional customer outcomes.
Locations
Opportunities available across:
Wolverhampton, Dudley, Halesowen, Cannock, Walsall, Wednesbury and surrounding West Midlands areas, with multiple branch locations requiring adviser support.
Pay: £24,420.00-£75,510.19 per year
Work Location: Hybrid remote in Birmingham (West Midlands)
