Purpose28
Mortgage & Protection Adviser
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Company Description
Purpose28 provides mortgage and protection advice to clients across the UK from our base in Newcastle upon Tyne.
Role Description
This is a full-time hybrid role as a Mortgage & Protection Adviser, with the flexibility to work from home whilst fully participating in team training and meetings across the region. The role involves providing expert mortgage and protection advice to existing clients, tailoring solutions to meet their financial needs. Key daily responsibilities include:
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.
- Conducting comprehensive financial assessments
- Identifying suitable mortgage and protection products
- Guiding clients through the application process
- Ensuring compliance with financial regulations and company standards
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Qualifications
- In-depth knowledge of Mortgages & Protection and the wider marketplace
- CeMap Qualification or equivalent certification required with ideally CAS status already secured
- Excellent communication, interpersonal, and customer service skills
- Organizational and time-management abilities to handle a varied workload effectively
- Prior experience in the financial or mortgage sectors is highly desirable
- Ability to work both independently and collaboratively in a hybrid work environment
“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