Mortgage and Protection Adviser
Salary: £35,000 Basic + OTE £65,000–£70,000
Working Arrangements: Hybrid – Hyde (Greater Manchester) & Marple (Stockport)
About the Role
This is an exciting opportunity to join a successful property business with an expanding mortgage division. You’ll provide expert mortgage and protection advice to a wide range of clients, including first-time buyers, home movers, remortgage customers and buy-to-let landlords.
With access to a consistent flow of high-quality warm leads through the wider estate agency business, you’ll be able to focus on delivering excellent advice, building strong client relationships and achieving great customer outcomes.
The role offers a flexible hybrid working model, with three days per week based across the Hyde and Marple offices and two days working from home. Office days can be arranged between both locations depending on your preference and business needs.
If you’re looking for a role with quality leads, strong administrative support and the opportunity to play a key part in growing a successful mortgage division, this could be the ideal next step in your career.
About Our Client
Our client is a well-established property business with a strong reputation for supporting customers throughout their buying and moving journey. Originally founded as an estate agency, the business has grown across multiple branches and built a strong presence within the local property market.
Following the success of the wider estate agency business, they have launched a dedicated mortgage and protection division to provide customers with a complete property service. The division is continuing to grow, supported by experienced advisers, dedicated administration and established compliance systems.
The business prides itself on providing honest, straightforward advice and delivering excellent customer outcomes. By combining mortgage expertise with a strong understanding of the property market, they support clients throughout every stage of their journey.
As part of this continued growth, they are looking for a Mortgage and Protection Adviser who enjoys building relationships, working collaboratively and being visible within the local property market.
Benefits
- £35,000 basic salary
- Realistic £65,000–£70,000 OTE in Year 1
- Competitive commission structure with the opportunity to earn up to 33.3% of generated revenue above agreed thresholds
- 21 days’ annual leave plus bank holidays, with the option to purchase an additional days
- Workplace pension scheme
- No regular weekend working required
- Full administrative support
- Access to high-quality warm leads through the wider estate agency network
- Flexible hybrid working options
- Supportive and collaborative working environment
- Clear opportunities for career progression as the mortgage division continues to grow
- Access to established Cornerstone network systems, compliance support and adviser case reviews within 24 hours
Working Arrangements
- Monday to Thursday, 9:00am–5:30pm, with Friday finishing at 5:00pm
- Hybrid working model, with three days based across the Hyde and Marple offices and two days working from home
- Office days can be arranged with flexibility between both locations, depending on preference and business needs
- You’ll work closely with the estate agency teams to build relationships and maximise referral opportunities
Requirements
- Minimum of 2 years’ experience as a Mortgage and Protection Adviser within a regulated environment
- Full CeMAP qualification and current CAS status
- Strong communication and relationship-building skills
- A client-first approach with a commitment to delivering excellent customer outcomes
- Full UK driving licence and access to a vehicle
Responsibilities
- Provide tailored mortgage and protection advice to clients
- Manage cases from initial enquiry through to completion
- Build and maintain strong relationships with clients and lenders
- Deliver excellent customer service throughout the mortgage journey
- Ensure all advice is compliant with FCA regulations
- Maintain up-to-date knowledge of industry regulations and market changes
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 per year
Benefits:
- Additional leave
- Company pension
- Free parking
- On-site parking
- Work from home
Experience:
- mortgage advising : 2 years (required)
Licence/Certification:
- CeMap (preferred)
- CAS (Competent Adviser Status) (required)
Work Location: Hybrid remote in Stockport (Greater Manchester)
