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Mortgage and Protection Adviser

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Number of Applicants

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Job Description - Mortgage and Protection Adviser

Idex Consulting are looking for a Mortgage and Protection Advisor to join them in Perth.

We are looking for an exceptional person who has the skills, attributes and drive to improve our customers experience throughout the mortgage process.

You will need to be adaptable, self-motivated and comfortable working in a fast paced, target driven environment.

What can we offer you as our Mortgage and Protection Advisor..

  • Competitive Salary
  • Superb training and development programme
  • Uncapped commission
  • Leads generated from our colleagues in wealth management
  • 40% bonus
  • Transparent and fair progression structure
  • Highly skilled and experienced management team
  • Central Admin Support and agile IT tools to help you succeed
  • Supportive encouraging and rewarding environment


Main responsibilities:

  • Attracting new customers and business, whilst being motivated to achieve professional goals within a result-driven environment
  • Being able to walk our customers through the entire mortgage service, including providing advice on a range of products and services to meet customer needs


Skills and experience required:

  • Full CeMAP or industry equivalent qualification
  • Able to generate new business in a target driven environment
  • Outstanding customer care / customer service experience
  • Resilient, positive, organised, numerate and detail oriented
  • Excellent verbal and written communication skills
  • IT literate (MS Office, internet, email systems)

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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