Mortgage broker Work, Jobs in Satley, Dur (with Salaries)

Protection & Estate Planning Specialist
First Mortgage NE —Gateshead
- From £32,000 a year
- Full-time
- Business development
- In-person
- Communication skills
- Annual leave
- Life insurance
Quick apply
7d
Mortgage Advisor
Mortgage Advice Bureau —Durham
- Remote
Mortgage Advisor
PRIMIS Mortgage Network —Whitley Bay
- £50,000 a year
- Full-time
- Hybrid work
- Customer service
9d
Mortgage Advisor
The Mortgage Experts —Consett
- £60,000 - £100,000 a year
- Remote
Quick apply
Conveyancer
Peter Ross —Whickham
- Full-time
- Bachelor's degree
- IT
- In-person
Quick apply
1d
Sales Executive
Taylor Wimpey —Sunderland
- Weekend availability
- Customer service
- Computer literacy
- Computer skills
- Annual leave
- Employee discount
Equity Release Advisor
PRIMIS Mortgage Network —Newcastle upon Tyne
- £30,000 - £35,000 a year
- Full-time
9d
Bank Driver
Cygnet —Hexham
- £13 an hour
- Communication skills
- Referral programme
Optical Manager
ASDA —Durham
- Part-time
- Management
- Customer service
- Patient care
- Store discount
- Annual leave
Customer Delivery Driver
ASDA —South Shields
- £13.10 an hour
- Part-time
- Customer service
- Communication skills
- Annual leave
- Employee assistance programme
10d
Night Manager
ASDA —South Shields
- Weekend availability
- Customer service
- In-person
- Retail management
- Annual leave
- Employee assistance programme
1d
Practice Manager
ASDA —South Shields
- Full-time
- Customer service
- Patient care
- In-person
- Store discount
- Annual leave
Service Colleague
ASDA —Darlington
- £13.10 an hour
- Part-time
- Customer service
- Communication skills
- Annual leave
- Employee assistance programme
3d
Optical Manager - Job share
ASDA —Boldon Colliery
- Part-time
- Customer service
- Patient care
- In-person
- Store discount
- Annual leave
Optometrist
ASDA —Newcastle upon Tyne
- Part-time
- Customer service
- Patient care
- In-person
- Store discount
- Annual leave
Pharmacist
ASDA —Hartlepool
- Part-time
- Management
- Customer service
- Patient care
- Store discount
- Annual leave
Female Support Worker
Cygnet —Durham
- £13.15 - £13.70 an hour
- Weekend availability
1d

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Mortgage Advisor
Mortgage Advice Bureau —Durham
CeMAP qualified (or equivalent) (must have). Offering expert, honest advice on a wide range of mortgage products and protection options.
Mortgage Advisor
The Mortgage Experts —Consett
Part of The Experts Group of over 250 entrepreneurs across the property industry (residential and commercial sales, lettings, auctions, mortgages and…
£60,000 - £100,000 a year
Quick apply

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Protection & Estate Planning Specialist

First Mortgage NE
Gateshead

Quick apply

Job details

Permanent | Full-time
From £32,000 a year
7 days ago

Benefits

Annual leave
Company pension
Private medical insurance
Life insurance

Qualifications

Client engagement
Stakeholder liaison
Business development
Relationship management
Insurance sales
Estate planning
Communication skills
Business lead generation
Negotiation

Full job description

Company Overview

At First Mortgage, excellence isn't just an ambition—it's a standard. In 2025 alone, we were honoured with three prestigious industry accolades: Best Broker for Tech Innovation, Best Broker for Customer Service, and Best Broker for Protection. These awards reflect our commitment to innovation, client satisfaction, and comprehensive financial support. As part of our team, you'll be contributing to a legacy of excellence that continues to set benchmarks across the UK mortgage industry.

Job Summary

We are seeking an experienced Protection & Estate Planning Specialist to provide clients with joined-up advice across protection, wills and estate planning. The role will focus on identifying client needs, making suitable recommendations and arranging appropriate solutions to protect clients, their families and their estates. The Specialist will work with a mix of existing clients and self-generated business, as well as developing protection opportunities arising from wills and estate planning relationships.

Key Responsibilities

Protection

Conduct client fact-finds and identify protection needs and gaps.
Recommend suitable protection solutions based on client needs, circumstances and affordability.
Advise across:
Life Insurance
Critical Illness Cover
Income Protection
Family Income Benefit
Recommend appropriate levels and terms of cover.
Complete and submit applications on behalf of clients.
Manage applications through the provider underwriting process to completion.
Liaise with clients and providers where additional information or action is required.
Review existing protection arrangements and identify opportunities where client needs have changed.

Wills & Estate Planning

Identify clients' estate planning needs and objectives.
Provide advice and recommendations relating to wills and estate planning.
Advise on appropriate trust and legacy planning solutions within the scope of the role.
Discuss and document Guardians, Executors and other relevant estate planning requirements.
Identify where protection solutions complement a client's estate planning arrangements.
Manage estate planning cases through to completion in line with company processes.

Lead & Business Development

The Specialist will have access to a range of opportunities, including:

Existing client/back-book opportunities
Client review opportunities
Wills and estate planning clients
Guardians and Executors identified through wills
Internal referrals
Self-generated business
Client referrals and professional relationships

The Specialist will be expected to develop these opportunities proactively while also building their own pipeline of new business.

Skills & Experience

The successful candidate should demonstrate:

Strong knowledge and experience of protection advice.
Experience identifying client needs and making suitable recommendations.
Knowledge and experience of wills and estate planning.
Understanding of trusts and their appropriate use within protection and estate planning.
Ability to manage protection applications from recommendation through to policy commencement.
Strong client-facing, communication and relationship-building skills.
Consultative sales and business development ability.
Strong organisation and case-management skills.
Ability to generate referrals and develop new business opportunities.
High standards of accuracy, professionalism and compliance.

What We're Looking For

We are looking for someone who can confidently manage the client journey from identifying a need, through recommendation and application, to completion and ongoing relationship management.

The successful candidate will combine strong protection knowledge with estate planning expertise and a commercial mindset, using both existing client opportunities and self-generated business to build a sustainable pipeline while delivering high-quality client outcomes.

What We Offer

Full time
Will consider on employed or self-employed basis
Employed: Competitive base salary of £32,000 plus OTE
OTE are uncapped
Structured career progression and leadership development
Supportive, inclusive culture with a focus on wellbeing
Access to cutting-edge tools and resources
23 days of annual leave plus bank holidays (pro-rata)
1 day working from home, post-probation
Post-probation: Death in Service and Private Medical Insurance
Pension contributions

Pay: From £32,000.00 per year

Benefits:

Life insurance
Private medical insurance

Work Location: In person

Quick apply

Refine Your Search

mortgage broker jobs in satley, dur

Protection & Estate Planning Specialist

Mortgage Advisor

Mortgage Advisor

Mortgage Advisor

Conveyancer

Sales Executive

Equity Release Advisor

Bank Driver

Optical Manager

Customer Delivery Driver

Night Manager

Practice Manager

Service Colleague

Optical Manager - Job share

Optometrist

Pharmacist

Female Support Worker

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