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Mortgage and Protection Advisor

Castle Point
£55k – £75k/yr
Posted 1 day ago
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Mortgage and Protection Advisor

Essex – hybrid (2–3 days per week in the office)

£55,000 - £75,000+ OTE

Are you a CeMAP-qualified advisor looking for a firm that really does put its clients first? This is a chance to join a respected, growing brokerage where doing the right thing for the customer comes before anything else.

Why this business?

Customer first and transparency aren't just words here – they're what the business was built on. A positive, collaborative team has been at the heart of its success and growth year after year. You'll also have the backing of a major national network, plus in-house admin and marketing support.

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

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.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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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.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

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.

What you'll do

  • Advise first-time buyers, movers, remortgage clients, and landlords on mortgages and protection
  • Own your cases from first conversation to completion, keeping clients in the loop
  • Work with lenders, insurers, solicitors, and estate agents to keep things moving
  • Build local referral relationships and help grow your own pipeline
  • Keep your files compliant and your knowledge up to date

Requirements

  • CeMAP or equivalent
  • Recent experience advising on residential mortgages
  • Confidence discussing protection with clients
  • Strong communication skills and a well-organised approach
  • Office based 2–3 days a week and work some weekends - on a rotation

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Desirable

  • CAS - Competent Advisor Status
  • Protection advice experience
  • Experience within an appointed-representative or network environment
  • Experience of working within an established introducer network or track record of building referral relationships
  • Current / Previous experience with marketing, events, and social media

Benefits

  • What's on offer
    • £75,000+ OTE
    • Excellent commission structure
    • Paid Holiday
    • Pension
    • 5 day working week
    • Hybrid working
    • Team incentives
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Location

Furtherwick Rd, Canvey Island SS8 7AJ, UK

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