Mortgage Advisor / Mortgage Broker / Life Insurance Protection Advisor

Mortgage Advisor & Life Insurance Protection Adviser / Mortgage Broker who has experience in the UK mortgage market with a CeMAP (or equivalent) qualification and Competent Advisor Stats (CAS) is required for a well-established and growing company based in Bristol, South West England.

If you have experience arranging mortgages and protection insurance, then great. If you only have experience arranging mortgages, we would still like to hear from you.

SALARY: £30,000 - £35,000 per annum + Benefits (see below)

LOCATION: Bristol, South West England (Office Based)

JOB TYPE: Full-Time, Permanent

JOB OVERVIEW

Due to increased levels of new business via additional introducers we have a fantastic new job opportunity for a Mortgage Advisor & Life Insurance Protection Adviser / Mortgage Broker who has experience in the UK mortgage market with a CeMAP (or equivalent) qualification and Competent Advisor Stats (CAS).

With previous experience ideally as a whole of market Mortgage Advisor & Life Insurance Protection Adviser / Mortgage Broker you will have a deep understanding of both residential and buy-to-let deals with a commitment to delivering exceptional customer service.

Working as a Mortgage Advisor & Life Insurance Protection Adviser / Mortgage Broker you will play a pivotal role in guiding clients through one of the most important financial decisions of their lives. You’ll provide tailored advice, recommend suitable mortgage products, and ensure a seamless journey from application to completion. Your expertise will help clients navigate the complexities of the mortgage process, whether they’re first-time buyers, remortgaging, or investing in property.

As a Mortgage Advisor & Life Insurance Protection Adviser / Mortgage Broker you would be expected to advise on a range of protection products and put the client in an informed position in regard to the risks of not fully protecting their mortgage, home and income.

For a mortgage only adviser role you will be expected to refer the client to a qualified protection adviser as part of the full advice process.

APPLY TODAY

If this job looks like your ideal position, then please send in your CV as soon as possible for our Recruitment Team to review.

DUTIES

Your duties as a Mortgage Advisor & Life Insurance Protection Adviser / Mortgage Broker include:

• Conduct in-depth consultations to understand clients’ financial circumstances and property goals

• Provide expert advice on a wide range of mortgage products, including residential, and buy-to-let, it would be an advantage to have experience with specialist lending such as bridging loans, development finance and commercial mortgages but not essential

• Research and recommend the most suitable mortgage options from a panel of lenders

• Manage the end-to-end mortgage application process including the promotion of relevant protection advice and ensuring compliance with FCA regulations

• Build and maintain strong relationships with clients, estate agents, and lenders

• Stay up-to-date with market trends, lender criteria, and regulatory changes

• Achieve and exceed individual and team targets

CANDIDATE REQUIREMENTS

• Must have experience as a Mortgage Advisor in the UK

• CeMAP qualification (or equivalent) and Competent Advisor Status (CAS) is essential

• Strong knowledge of the UK mortgage market and lender criteria

• Excellent communication and interpersonal skills, with the ability to build trust and rapport

• A proactive, results-driven mindset with a passion for delivering outstanding customer service

• Strong organisational skills and the ability to manage multiple cases simultaneously

• Proficiency in mortgage software and tools (e.g., sourcing systems, CRM platforms)

BENEFITS

• Quality leads from numerous, established local introducers

• Marketing manager in-house to provide lead generation support and help create new opportunities

• The opportunity to advise on lucrative specialist products such as bridging and development finance

• Ongoing training and professional development

• Collaborative team environment with almost 1:1 administrative support to chase cases, leaving you with time to research more cases

• The chance to make a real difference in people’s lives by helping them achieve their property dreams

• 22 days holiday each year (pro rata) plus Bank Holidays as standard plus 1 additional day per year for every year of work with the company

• Company pension

• Free on-site parking

• Casual dress

• Health and wellbeing programme

HOW TO APPLY

To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV’s of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.

JOB REF: AWDO-P13690

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