Harte Recruitment - Property & Conveyancing Recruitment Specialists
Mortgage & Protection Advisor
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Fast-paced, rewarding, and made for high-energy advisers, this role comes with serious earning potential and a consistent flow of warm/hot leads.
The Package:
- Up to £35,000 basic with OTE £75,000
- Realistic earning potential with basic and overall packages tailored to experience, performance and output. What you put in, is what you will get out!
- Monday - Friday 8:45am - 5pm (flexible around starting and finishing times for early/late appointments)
- Occasional Saturday work may be required
Join a respected Estate Agency as a Mortgage & Protection Adviser, where every lead is warm, every opportunity counts, and your expertise really makes a difference. Step straight into a pipeline of ready-to-go clients and start turning mortgages and protection needs into wins from day one.
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No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
This Mortgage & Protection Advisor role is all about making an impact, building strong relationships, and seeing the results of your hard work every single day. You'll manage your pipeline from first enquiry to completion, helping clients achieve their goals while growing your own success.
The Person
- You have a full UK driving licence
- Minimum of 3 year's industry experience
- Fully CeMAP qualified (or equivalent)
- Confident and professional in all client interactions, both face-to-face and over the phone
- Commercial mindset with a natural ability to spot opportunities
- Organised, structured, and able to manage a busy pipeline effectively
- Positive, proactive, and self-motivated, you get things done
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The Mortgage & Protection Adviser Role
- Deliver tailored, whole-of-market mortgage solutions that meet each client's individual needs
- Provide expert guidance on protection products, including life insurance, critical illness cover, income protection, and home insurance
- Actively manage and convert high-quality leads provided by the estate agency
- Build strong, long-lasting client relationships through outstanding service
- Ensure full compliance with FCA regulations and internal company standards
- Work closely with estate agency colleagues to maximise opportunities and drive successful 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
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