Mortgage & Protection Adviser – Wealth Planning Firm Berkshire

Salary: £30,000–£40,000 (including car allowance) plus uncapped commission

We are working with a highly respected wealth planning business that has an extensive, established client base with a significant requirement for specialist mortgage and protection advice. This is an excellent opportunity for an experienced Mortgage Adviser to step into a role where you will work with high-net-worth individuals, complex residential cases and substantial buy-to-let and investment property portfolios. You will be advising existing clients of the firm as well as handling all new mortgage enquiries generated internally, with a strong focus on long-term relationship management and delivering a high-quality advisory service.

As a Mortgage & Protection Adviser, you will act as the trusted specialist for mortgage and protection solutions across the business. You will work closely with in-house financial planners and professional connections while managing your own portfolio of premium clients, providing tailored advice aligned to their wider financial objectives.

• Advising high-net-worth clients on residential, buy-to-let and investment mortgages