Mortgage Advisor / Life & Protection Financial Adviser

Job Description Mortgage Advisor / Life & Protection Financial AdviserAn exciting opportunity for a CeMAP qualified Mortgage Advisor / Life & Protection Financial Adviser to provide expert mortgage advice, protection solutions and financial services support through strong estate agency leads in a hybrid role.If youve also worked in the following roles, wed also like to hear from you: Mortgage Advisor, Protection Consultant, Financial Services Advisor, Mortgage Consultant, Mortgage Broker, Life & Protection Adviser, Financial AdviserSALARY: 30,000 per annum Basic / 70,000 - 80,000 OTELOCATION: Hybrid Working covering the Sandbach and Crewe areas JOB TYPE: Full-Time, Permanent Self Employed candidates also consideredJOB OVERVIEWWe have a fantastic new job opportunity for a Mortgage Advisor / Life & Protection Financial Adviser to join a well-established and growing financial services organisation covering Sandbach and Crewe.The Mortgage Advisor / Life & Protection Financial Adviser will benefit from a strong and consistent lead source via established estate agency partnerships, supporting pipeline management and client acquisition.As a Mortgage Advisor / Life & Protection Financial Adviser you will provide expert mortgage advice and tailored protection solutions, conducting client appointments both face-to-face and remotely while ensuring regulatory compliance.This role offers hybrid working, administrative support and the flexibility of employed or self-employed options within a supportive, growth-focused environment.DUTIESYour duties as the Self-Employed Mortgage Advisor / Life & Protection Financial Adviser include:Provide Mortgage Advice: Deliver expert guidance on a range of mortgage products tailored to client needsRecommend Protection Solutions: Identify and advise on appropriate life insurance, critical illness and income protection productsManage Introduced Leads: Handle estate agency leads efficiently, ensuring proactive follow-up and conversionConduct Client Appointments: Meet clients face-to-face and remotely to gather information and provide recommendationsPipeline Management: Oversee your own caseload from enquiry through to completionMaintain Compliance: Ensure all advice and documentation meets FCA regulations and internal compliance standardsDeliver Customer Service: Provide a high level of service throughout the full mortgage journeyBuild Relationships: Develop strong working relationships with introducers and clients to support repeat and referral businessCANDIDATE REQUIREMENTSCeMAP qualified (or equivalent recognised mortgage qualification)Must hold Competent Adviser Status (CAS)Previous experience in providing mortgage and protection adviceProven experience of writing mortgage and protection businessStrong communication and relationship management skillsExperience with pipeline management and lead conversionA thorough understanding of FCA regulations and compliance requirementsSelf-motivated with the ability to manage your own workload effectivelyWHY JOINEmployed or self-employed packages availableCompetitive commission splits / salary + bonus (depending on option chosen)Strong and consistent lead source from estate agency partnersHybrid working flexibilityAdministrative support availableOpportunity to build and grow within a supportive environmentHOW TO APPLYTo be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CVs of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.JOB REF: AWDO-P14465Full-Time, Permanent and Self-Employed Financial Services Jobs, Careers and Vacancies. Find a new job and work in Sandbach, Cheshire, North West England. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online.AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency.AWD-IN-SPJJBRP1_UKTJ

Created: 2026-03-07