Mortgage Advisor

Job Title: Mortgage Advisor

Location: Bromsgrove (Hybrid option)

Basic Salary: £34,000 (depending on experience)

OTE: Up to £75,000 a year

About the Role

We are looking for an experienced Mortgage & Protection Adviser to join a growing and well-established financial services operation, working closely alongside a successful estate agency network.

This is a great opportunity for an adviser who wants access to a consistent flow of quality leads and pre-booked appointments, allowing you to focus on providing excellent advice, converting opportunities and looking after your clients.

You will be based across a number of estate agency branches and work closely with the wider sales teams to support buyers, sellers and existing clients with their mortgage and protection needs.

The Role

This is a full-time, branch-based position covering four estate agency branches across Birmingham.

You will meet with clients who are actively looking to purchase a property, remortgage or review their protection requirements.

Your responsibilities will include:

• Providing tailored mortgage and protection advice
• Recommending suitable products based on individual client circumstances
• Managing mortgage and protection applications from initial appointment through to completion
• Maintaining regular communication with clients throughout the process
• Working closely with estate agency teams, lenders, solicitors and internal support teams
• Managing a busy pipeline while maintaining excellent customer service and attention to detail
• Building strong relationships with clients and introducers
• Ensuring all advice and documentation is completed in line with regulatory and company requirements

The role benefits from a strong flow of pre-booked appointments and client introductions, making it ideal for an adviser who enjoys working in a busy, fast-paced environment.

What We’re Looking For

We are looking for an experienced adviser who already holds Competent Adviser Status and is confident managing their own pipeline.

You will need:

• CeMAP, or another recognized equivalent qualification
• Current Competent Adviser Status (CAS) for both mortgage and protection advice
• Previous experience working as a Mortgage & Protection Adviser
• A proven track record of delivering strong customer outcomes
• Good knowledge of residential mortgage and protection products
• Strong communication and relationship-building skills
• The ability to manage a busy workload and multiple applications at the same time
• Excellent attention to detail
• Strong organizational and time-management skills
• A professional, positive and self-motivated approach

Why Join?

This is an opportunity to join a growing business where the foundations for success are already in place.

You will benefit from:

• A consistent supply of pre-booked appointments and client introductions
• Access to clients across multiple established estate agency branches
• Strong working relationships with experienced estate agency teams
• Excellent earning potential
• Less reliance on self-generating new business
• Strong operational and administrative support
• Access to a comprehensive lender and protection panel
• A supportive and ambitious working environment
• The opportunity to build long-term relationships with clients and introducers
• The chance to play an important role in the continued growth of the business

If you are an experienced Mortgage & Protection Adviser with current CAS and are looking for a role where you can focus on providing great advice, converting quality opportunities and growing your earnings, we would be keen to hear from you.