More jobs:
Mortgage and Protection Adviser
Job in
Poole, Dorset County, BH15, England, UK
Listed on 2026-01-17
Listing for:
Dream Casa Mortgage Consultancy
Full Time
position Listed on 2026-01-17
Job specializations:
-
Sales
Banking & Finance
Job Description & How to Apply Below
Overview
Dream Casa Mortgage Consultancy is a specialist brokerage helping Portuguese- and English-speaking clients navigate the UK mortgage market with clarity and confidence.
We work primarily with foreign nationals and first-time buyers, offering tailored advice, education, and hands-on support throughout the home-buying journey. Our clients value trust, clear communication, and advisers who genuinely understand their background and challenges.
The RoleYou will be responsible for advising clients on:
- Residential mortgages (including first-time buyers)
- Remortgages and product switches
- Protection solutions (life insurance, critical illness, income protection)
- Guiding clients clearly through the UK buying process from enquiry to completion
This is an advisory role — no cold calling. Leads are generated through our brand, marketing, and existing client base.
What We’re Looking For- Fluent in Portuguese and English (spoken and written)
- At least 2 years’ experience advising on mortgages
(bank, building society, or brokerage experience welcomed)
- Confident advising clients independently
- Strong understanding of UK mortgage and protection products
- Client-focused, professional, and organised
- Experience working with foreign nationals
- Brokerage background
- Comfortable using CRM systems and working remotely
- Protection advice experience alongside mortgages
- Uncapped commission
, linked to adviser performance - Clear and transparent commission structure
- Ongoing support, systems, and admin processes in place to help you focus on advising
- Work with a clear niche and highly engaged client base
- Clients who genuinely need and value advice
- Supportive, ethical, advice-led culture
- Opportunity to grow with a specialist brokerage
- Flexibility and autonomy once established in the role
Please send an email with your CV and a Cover Letter to T
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