Location: Birmingham
Salary: £33k – £36k + Bonus (Realistic Year 1 OTE £60,000+)
My client, a well-established DA mortgage brokerage based in Birmingham, is seeking an experienced Mortgage & Protection Advisor to join its growing team.
With over 15 years of success in the mortgage market, the business has built a strong reputation for helping clients secure solutions in more complex and adverse lending scenarios. This is a growth hire rather than a replacement, offering an excellent opportunity for a driven and ambitious adviser to join a close-knit team and play a key role in the next phase of growth.
All leads are generated in-house through the company’s website and marketing activity, with the team receiving 8-10 leads per day. The role is fully office-based and suited to an individual who thrives in a fast-paced, sales-focused environment.
Responsibilities for a Mortgage & Protection Advisor
- Managing inbound leads and converting enquiries into completed mortgage business.
- Advising clients on specialist and adverse mortgage solutions.
- Recommending suitable protection products to meet clients’ needs.
- Building strong client relationships throughout the mortgage journey.
- Explaining and justifying broker fees where appropriate.
- Collecting all required client documentation before passing cases to the processing team.
- Maintaining regular communication with clients and providing excellent service throughout the advice process.
- Working proactively to maximise business opportunities and secure conversions.
- Responding quickly to enquiries and maintaining strong follow-up activity.
Requirements to become a Mortgage & Protection Advisor
- Previous experience working as a Mortgage & Protection Advisor.
- Fully CeMAP qualified (or equivalent).
- Strong sales ability and a proven track record of converting mortgage enquiries.
- Comfortable conducting the majority of business over the phone.
- Experience within specialist or adverse lending is beneficial but not essential.
- Commercially minded with the ability to work towards targets and revenue goals.
- Driven, resilient, and highly self-motivated.
- Able to thrive within a small team environment where personality fit is important.
- Strong organisational and communication skills.
- A proactive approach with a “self-employed mentality” towards winning and retaining business.
Benefits you will receive as a Mortgage & Protection Advisor
- Realistic Year 1 OTE of £60,000+ (top Advisor earns six figures).
- Basic salary up to £35,000 depending on experience.
- Competitive bonus structure.
- All leads provided.
- No requirement to self-generate business.
- Dedicated administrative and processing support.
- Established directly authorised brokerage.
- Strong pipeline of specialist and adverse mortgage enquiries.
- Opportunity to develop into a high-earning Mortgage & Protection Advisor, with top performers achieving six-figure earnings.
- Supportive, experienced, and close-knit team environment.
This is an excellent opportunity for a Mortgage & Protection Advisor who is looking to join a well-established brokerage with a strong lead flow, specialist market focus, and genuine earning potential.
If you are a Mortgage & Protection Advisor and are interested, please apply.
