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Mortgage and Protection Adviser

Job in Poole, Dorset County, BH15, England, UK
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 Role

You 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
Desirable (but not essential)
  • Experience working with foreign nationals
  • Brokerage background
  • Comfortable using CRM systems and working remotely
  • Protection advice experience alongside mortgages
Salary & Commission
  • 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
Why Join Dream Casa?
  • 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
How to apply

Please send an email with your CV and a Cover Letter to T

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