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Mortgage and Protection Adviser

Remote: 
Full Remote
Contract: 
Salary: 
600 - 600K yearly
Work from: 

Offer summary

Qualifications:

Fully CeMAP qualified, CAS status is an advantage.

Key responsabilities:

  • Advise clients on mortgages and protection
  • Build and maintain client relationships
  • Generate own leads and seek new business
  • Refer clients for commercial finance
  • Stay compliant with industry standards
PRIMIS Mortgage Network logo
PRIMIS Mortgage Network Financial Services SME https://www.primis.co.uk/
51 - 200 Employees
See more PRIMIS Mortgage Network offers

Job description

Job Profile:

Company Overview
Second City Finance is part of a wider group of companies, providing a full spectrum of financial services, including mortgages, protection, commercial finance and estate planning. Based in Lichfield, Staffordshire, and the West Midlands, we work closely with local estate agents to help clients navigate their financial needs.

As part of the group, there are opportunities to earn additional commission by referring commercial finance leads and by expanding into other areas of financial advice, such as business protection and estate planning.

 

Role Overview
They are seeking a Self-employed Mortgage & Protection Adviser to join our growing team. In this role, you’ll provide clients with expert advice on mortgages and protection products, ensuring they have the right financial solutions to meet their needs. Though this is a remote position, you’ll receive strong support in training, compliance, and product knowledge from our local team.

They will supply warm leads to get you started, but we also welcome advisers who can bring and grow their own client base. Additionally, there is the opportunity to become dual authorised, enabling you to offer advice on estate planning and expand into business protection services.

 

Key Responsibilities

  • Advise clients on mortgage and protection applications
  • Build and maintain strong client relationships
  • Seek new business opportunities and generate your own leads
  • Refer clients to commercial finance opportunities within the group to earn extra commission
  • Stay compliant and up-to-date with industry standards

 

Ideal Candidate

  • Fully CeMAP qualified (CAS status is an advantage)
  • Strong communication and interpersonal skills
  • Customer-focused and detail-oriented
  • Ambitious and motivated to grow a successful client portfolio

 

 

Benefits

  • Great Commission Package with OTE £60,0000
  • Great team with a wealth of experience to support you
  • Leads generated for you

 

Location
This is a fully remote position, but being based in the West Midlands is ideal for team support and attending meetings.

Required profile

Experience

Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Verbal Communication Skills
  • Social Skills
  • Self-Motivation
  • Detail Oriented

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