The Finance Family
Mortgage Advisor
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Mortgage & Protection Consultant
West Midlands Region | Remote, Hybrid & Office Options Available | 70/30 Split
CeMAP Qualification Required
We are on the hunt for another experienced Mortgage & Protection Advisor to join us after a period of expansion and a couple of new estate agency introducers having partnered with us this year.
We are particularly interested in individuals who have previously worked closely with estate agencies and are confident building productive relationships within a branch-based environment as a lot of our business comes from the partnerships we have. However, you must also be very self-motivated and driven to generate your own business.
Your Responsibilities
- Provide tailored advice and recommendations across:
- Residential mortgage products
- Re-mortgage solutions
- Buy-to-let lending
- Protection and insurance products
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
You must have your CeMAP qualification (or equivalent recognized mortgage qualification) to be considered for this role.
What You Can Expect
- Full CRM systems (Acre)
- Full marketing and social media support on hand
- Continual training & coaching (Ongoing CPD)
- PI & Insurances all covered by us
- Administrator
- Flexibility with your fees
Why Join The Finance Family?
We genuinely care about the success of our advisors!
- We are directly authorized - giving us flexibility to move with the times with technology!
- We have our own in-house painless compliance processes
- We have a dedicated, experienced admin team
- We can support you with compliance and regulatory assistance
- We know the value in ongoing training, development, and CPD opportunities
- We have automated marketing and client retention systems in place
- You have the total freedom to manage your own work schedule with NO KPIs!
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Working Arrangements
- You decide.
- Fully remote working.
- Hybrid working.
- Office-based opportunities - We have a base in Cannock and Wombourne.
***Where you are working with an estate agency introducer, it's worth noting you may need to be present a few days per week in branch alongside that team to build a relationship and keep motivation high.
About the Business
Established in 2018, we are a growing mortgage brokerage committed to providing advisers with quality support, effective lead generation, and the flexibility to develop a successful long-term career. Our culture is built around professionalism, collaboration, and delivering exceptional customer outcomes.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location