Salary: £28,000 – £33,000
Location: Hybrid (Marlow / St Albans offices)
Company:
We’re working with a growing brokerage with a strong focus on protection and new opportunities across their client base. With new offices opening, they offer consistent case flow, full admin support, and a collaborative environment.
Ideal for someone looking to build a career in protection, with clear progression into an advisory role and long-term growth.
Mortgage Advisor Responsibilities
- Support advisers with protection cases from enquiry to completion
- Research products and prepare suitability reports
- Handle protection quotes and liaise with providers
- Manage case administration and ensure smooth processing
- Assist in identifying opportunities to convert cases into advised sales
- Potential to develop into a Protection Advisor role
Experience Needed to Become a Mortgage Advisor
- Experience in paraplanning or protection case handling
- Understanding of protection products (life, critical illness, income protection)
- Strong organisational and case management skills
Benefits of Being a Mortgage Advisor
- Opportunity to transition into a Protection Advisor role
- Exposure to a high volume of protection opportunities
- Supportive team with progression pathways
- Hybrid working structure
- Stable salary with development potential
If you are interested in the above, please apply.
