Mortgage & Protection Adviser
Salary: £35,000 - £40,000 Basic
Realistic First Year OTE: £50,000 - £60,000+
Location: Fully Remote
About Company
Our client is a highly respected specialist mortgage and protection brokerage with over 25 years of experience and a strong reputation within the self-build and construction finance sector. The business has established itself as a market leader in self-build mortgages, renovation finance, development funding and protection solutions.
The company prides itself on building long-term relationships with clients, providing expert advice throughout every stage of their property journey. Beyond mortgage and protection services, the business benefits from a diverse group structure that includes specialist insurance operations and a property development finance arm, creating a broad and resilient platform for growth.
The culture is professional, supportive, and performance-focused, rewarding individuals who are organised, adaptable, and target-driven. Employees have the opportunity to enhance their earnings through performance-based bonuses while benefiting from the backing of established compliance and operational systems through its partnership with Mortgage Advice Bureau (MAB).
This is an excellent opportunity to join a well-established, specialist brokerage with a strong market presence, a loyal client base and ambitious plans for continued growth.
Benefits:
- 33 days holiday including bank holidays
- Commission: 33% on banked business
- Guaranteed leads provided
- Comprehensive Support: Access to in-house CRM, MEB's compliance system, administrative support and marketing support
- Pension Scheme
- Death-in-service benefits
- Long-term progression within an established and growing business
- Remote/ hybrid working arrangements depending on location
- Supportive and collaborative culture
Working Week
Core working hours will be 37.5 hours per week, 8:30AM to 5:00PM, Monday to Friday.
Weekend work is not required, though flexibility around client availability is appreciated, with time given back in lieu.
Desired Experience:
- Excellent communication and organisational skills
- Proactive, driven, and client-focused, with the ability to manage multiple responsibilities
- Minimum 2 years experience as a mortgage adviser
- CAS – Competent Adviser Status
- Fully CeMAP qualified or equivalent
- Excellent communication and customer service skills
- Proactive, organised, and commercially aware
Responsibilities & Duties:
- Advise clients on mortgages and protection products
- Manage cases from enquiry through to completion
- Work with a combination of high-quality company-provided leads and your own introducer relationships
- Liaise with lenders, insurers, and clients to ensure smooth case progression (supported by admin team)
- Ensure all advice is compliant with FCA regulations
- Keep up to date with mortgage products, regulations, and market trends
- Maintain strong client and introducer relationships
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Pay: £35,000.00-£40,000.00 per year
Benefits:
- Additional leave
- Company pension
- Work from home
Experience:
- Mortgage & Protection Advise: 2 years (required)
Licence/Certification:
- CAS (Competent Adviser Status) (required)
Work Location: Remote
