Mortgage and Protection Adviser (Employed)Salary: £28,000 – £35,000 Basic OTE £100k+
Location: LeedsWorking Arrangements: Hybrid / Flexible Working
Swarm Recruitment is searching for a Mortgage and Protection Adviser for a client who is a well-established mortgage and protection broker, providing clear, professional and transparent advice to clients across the UK. With a strong focus on customer care and long-term relationships, they are continuing to grow their adviser team and are looking for talented individuals to join their expanding business.
About our Client
Our client is a customer-focused, whole-of-market mortgage and protection broker, dedicated to making the mortgage process simple, straightforward and stress-free. They pride themselves on delivering honest, impartial recommendations tailored to each client’s individual circumstances, while offering expert support throughout the full journey. Their mission is to provide high-quality mortgage and protection solutions with integrity, professionalism and outstanding service, ensuring a smooth and efficient experience from initial enquiry through to completion.
Salary & Benefits
- Basic Salary: £28,000 – £35,000
- Commission: 35% on all bankings after salary threshold
- Typical OTE: £75,000 – £100,000+
- Leads provided
- Full admin support after submission
- Pre-sale admin support being introduced
- 20 days annual leave plus bank holidays
- Hybrid working model
- Flexible working hours
Working Week
- Monday to Friday
- Standard working hours: 8:30am – 5:00pm. Working hours are flexible and will be scheduled to meet operational requirements and individual needs
- 3 days per week office-based for collaboration and support with a flexible approach for experienced advisers
- Weekend work may be required based on business needs or individual preference
Desired Experience
- Proven experience in mortgage advising is essential
- Excellent communication and organisational skills
- Proactive, driven, and client-focused, with the ability to manage multiple responsibilities
- Fully CeMAP qualified or equivalent
- Excellent communication and customer service skills
- Proactive, organised, and commercially aware
Responsibilities & Duties
- Handle new mortgage and protection enquiries from multiple lead sources
- Conduct client fact-finds and provide compliant advice
- Research the whole-of-market to recommend suitable products
- Present mortgage and protection solutions clearly to clients
- Submit mortgage applications and liaise with lenders
- Maintain regular contact with clients throughout the process
- Build relationships with introducers and referral partners
- Work closely with admin and support teams to ensure smooth completion
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.
Job Types: Full-time, Permanent
Pay: £28,000.00-£35,000.00 per year
Benefits:
Work Location: Hybrid remote in Leeds LS8 2HU