firstmortgage
Mortgage & Protection Adviser
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Company Description
First Mortgage is one of the UK’s longest established mortgage advisers, providing free, impartial mortgage advice for over 25 years. Originating in Scotland, the company now serves clients across the UK and has secured many billions in mortgages, driven by high success rates in securing mortgages and strong word-of-mouth referrals, with over 80% of new clients coming from recommendations. The company’s reputation is built on personal, quality-focused customer care and genuinely free whole-of-market mortgage advice. Applicants can expect to join an award-winning, client-centric organization with a strong track record and trusted brand.
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Role Description
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The Mortgage & Protection Adviser is a full-time, on-site role based in Bellshill. In this position, the adviser will provide tailored mortgage and protection advice, guiding clients through the full process from initial consultation to completion, ensuring that all documentation is accurate and compliant. The role also involves maintaining detailed records, delivering high levels of customer service, and supporting branch business development activities.
Qualifications
- Demonstrated expertise in Mortgages and Protection Advice with the ability to assess client needs and recommend appropriate solutions.
- Strong understanding of Finance and Mortgage Marketing to support client acquisition and promote services responsibly.
- CeMAP Qualified (or an equivalent, FCA-recognized mortgage advice qualification) to provide regulated mortgage advice.
- Excellent communication and interpersonal skills, with a focus on clear explanations and client care.
- High level of integrity, attention to detail, and commitment to regulatory compliance.
- Ability to work effectively in an on-site branch environment, collaborating with colleagues and managing multiple client cases.
- Previous experience in mortgage advice, financial services, or protection products is highly beneficial.
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