Mortgage & Protection Advisor

MORTGAGE & PROTECTION ADVISOR - HYBRID

At Stride Recruitment, we are thrilled to collaborate with an award-winning and well-established Specialist Mortgage brokerage located in Manchester. They are actively seeking an experienced Mortgage & Protection Advisor to join their dynamic, exciting, and continuously expanding team.

The ideal candidate should possess a minimum of 2 years of experience in advising on Mortgages & Protection and hold CAS status.

Our client also specialises in 2nd Charge, Bridging, and Commercial loans to their customers. If you have expertise in any of these areas, we encourage you to get in touch as we would love to hear from you.

Location: Manchester

Salary: £30,000 - £50,000 +

What they offer:

• Competitive salary and performance-based commission
• Leads provided
• Admin support
• Work from home up to 3 days per week
• Comprehensive benefits package
• 22 days of holiday rising each year plus bank holidays
• Ongoing training and development opportunities
• Supportive, friendly, and collaborative team environment
• No micromanagement
• Flexible working environment

Key Responsibilities:

• Guide clients through the mortgage application process, offering expert advice on suitable mortgage options.
• Assess clients' protection needs and recommend comprehensive solutions, including life insurance, critical illness coverage, and income protection.
• Conduct thorough consultations to understand clients' financial goals and preferences.
• Collaborate with lenders, underwriters, and legal professionals to facilitate smooth mortgage transactions.
• Stay informed about market trends, mortgage products, and insurance offerings to provide up-to-date advice.
• Ensure compliance with relevant financial regulations and internal policies.

Qualifications:

• Bachelor's degree in Finance, Business, or a related field.
• Mortgage advisory qualification - Full CeMAP).
• Proven experience in mortgage advising and protection planning.

Skills:

• Strong knowledge of mortgage products, regulations, and market trends.
• Excellent communication and interpersonal skills.
• Analytical mindset with the ability to assess client needs.
• Detail-oriented with strong organizational and time management skills.
• Proficient in relevant software and tools for mortgage applications.

How to Apply:

If you are a motivated and experienced Mortgage & Protection Specialist or Specialist Mortgage Broker we would love to talk to you.

Job Type: Full-time

Salary: £30,000.00-£55,000.00 per year

Benefits:

• Company pension
• Work from home

Schedule:

• Monday to Friday
• No weekends

Supplemental pay types:

• Commission pay

Experience:

• Mortgage Advice: 1 year (required)

Language:

• English (required)

Ability to Commute:

• Manchester City Centre, Greater Manchester (required)

Ability to Relocate:

• Manchester City Centre, Greater Manchester: Relocate before starting work (required)

Work Location: In person