Mortgage & Protection Advisor

45 Days Old

Northreach is a dynamic recruitment agency that connects businesses with top talent in financial services, fintech, and digital sectors. We specialize in providing a seamless recruitment experience for clients and candidates, fostering innovation and professional growth.

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
Apply
Location:
Clerkenwell
Salary:
£45,000 - £60,000 /annum
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

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