Mortage & Protection Adviser

Position Overview Reporting to the Sales Manager, the role of the Adviser is to offer professional, compliant, and customer-focused mortgage and protection advice to clients, ensuring their needs are met efficiently and thoroughly. The Adviser supports business growth through high-quality advice, exceptional client service, and strong collaboration with internal teams. Essential Job Functions Conduct detailed fact-finds to understand client objectives and assess mortgage and protection needs. Research mortgage and protection products, using sourcing systems and provider platforms, to identify suitable solutions. Deliver clear, compliant advice and recommendations tailored to the clients individual circumstances. Complete and submit mortgage and protection applications, ensuring all documentation is accurate and timely. Work with our Admin team to ensure that the Client Journey to completion is seamless by liaising with clients, lenders, providers and solicitors to progress applica...