Mortgage & Protection Advisor
Job in
London, Greater London, W1B, England, UK
Listed on 2026-01-27
Listing for:
Northreach
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance, Financial Services, Financial Sales
Job Description & How to Apply Below
The Opportunity
We’re supporting a fast-growing financial advice business that’s redefining how customers access mortgage and protection solutions in the UK. Combining human expertise with cutting-edge technology, this organisation empowers advisers to deliver exceptional client outcomes with less admin and more impact.
They’re now looking for an experienced Mortgage & Protection Adviser to join their expanding team, someone who’s confident, client-driven, and excited to grow within a modern, forward-thinking environment.
What You’ll Do
You’ll play a key role in delivering high-quality advice while helping shape the future of the mortgage & protection offering.
Key responsibilities include:
* Providing whole-of-market mortgage advice across a wide range of client scenarios
* Conducting virtual client meetings to deliver tailored recommendations
* Working closely with the support team to ensure smooth application processing
* Maintaining strong relationships with referrers and identifying new business opportunities
* Supporting wider business growth as the company continues to scale
* Delivering exceptional customer outcomes and compliant advice
What You’ll Bring
* CeMAP (or equivalent mortgage advice qualification)
* Minimum 3 years’ experience in mortgage advice, ideally in a high-volume environment
* Strong understanding of mortgage products, regulation, and market trends
* Excellent communication, client relationship, and problem-solving skills
* Confidence advising on complex cases
* A proactive, adaptable mindset and appetite to contribute to a growing business
Nice to have:
* Protection advice qualification/experience
* Background in scale-up or fast-growth environments
* Experience delivering webinars or BD-focused content
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