The Role

This is a client-first advisory role in a business built on reputation, referrals, and long-term relationships — not quick wins or high-pressure sales.

You’ll advise across residential and buy-to-let mortgages, with a strong expectation around protection. The focus is simple: give clear, honest advice, convert properly, and retain clients for the long term.

This isn’t a volume sweatshop. It’s a quality-led environment where the expectation is that you do things properly.

What You’ll Be Doing

• Advising on mortgages across the whole market (100+ lenders)
• Writing protection business alongside every mortgage case
• Managing clients from initial enquiry through to completion and beyond
• Building referral relationships and repeat business
• Using tech-enabled tools to retain and re-engage clients over time

What Matters

• CeMAP (or equivalent)
• Proven ability to convert — not just talk
• Strong protection mindset (non-negotiable)
• Professional, relationship-led approach
• Comfortable working without micromanagement

What You Get

• High-quality, referral-driven leads (not recycled or cold-heavy)
• No-fee proposition easier conversations, higher trust
• Full admin and case support
• Flexibility — including out-of-hours client work when it suits
• A business that values retention, not just new deals
• Long-term earning potential built on repeat clients, not constant chasing