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Mortgage & Protection Advisor

Warrington, United KingdomHybrid

AI Summary

A Mortgage & Protection Adviser provides mortgage and protection advice, handles 2–4 pre-qualified appointments daily, collaborates with an admin support team, and builds client relationships to deliver compliant outcomes and self-generated business.

About this role

Mortgage & Protection Adviser

Hybrid | Warrington (2 days office-based)
£30,000–£35,000 DOE + Uncapped Commission + Team Incentives

A growing advice-led brokerage is looking for an experienced Mortgage & Protection Adviser and a Protection Specialist to join the team. The business prides itself on being straightforward, supportive and client-focused — with no corporate jargon and a strong emphasis on doing the right thing for customers.

The Role

This is an opportunity to focus on quality advice and client outcomes, with a consistent flow of warm, pre-qualified leads provided daily. You’ll collaborate with an experienced support team to ensure each client receives a smooth and positive journey.

Key Responsibilities

  • Work with 2–4 pre-qualified appointments per day from internal lead sources

  • Provide clear, compliant advice on mortgages and/or protection products

  • Liaise with support administrators and fellow advisers to maintain strong client experience

  • Ensure great outcomes and maintain strong client relationships

  • Option to work with an in-house marketing function to build your personal client base

About You

  • CeMAP (or equivalent) qualified

  • Ideally 2–4 years’ experience in a regulated advice or office-based role

  • Strong understanding of mortgages, protection and the client advice process

  • Collaborative, positive and reliable; able to balance pace with quality

  • Client-first approach with genuine care for outcomes

What’s On Offer

  • £30,000–£35,000 basic salary (depending on experience)

  • Uncapped commission

  • Enhanced commission on self-generated business

  • Quarterly team incentives

  • Hybrid working – 2 days per week in the Warrington office

  • Flexi-time to structure your week effectively

  • 3 Wellness Days per year (in addition to annual leave)

  • Increasing holiday allowance with service

  • Marketing support available for those who wish to self-generate

  • A supportive, relaxed and ambitious team culture

  • Birthday day off

Interested?

This opportunity suits someone who wants a stable flow of work, a trusted team environment, and genuine autonomy — without unnecessary pressure or rigid corporate culture.

Skills

CeMAPClient Relationship ManagementComplianceLead ManagementMortgagesProtectionRegulated Advice

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