drjobs Mortgage and Protection Adviser

Mortgage and Protection Adviser

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1 Vacancy
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Job Location drjobs

London - UK

Yearly Salary drjobs

£ 45000 - 50000

Vacancy

1 Vacancy

Job Description

Mortgage & Protection Adviser

City of London

Commission Profit Share Hybrid Working HighCalibre Clients

Join a thriving Citybased financial planning firm as we embark on an exciting growth journey. Were seeking an ambitious Mortgage & Protection Adviser to help drive the expansion of our mortgage business working with professional timepoor clients in London who value expert holistic advice.

Why join us


Just Us Financial Planning is a boutique firm with a reputation for excellence based in Quilter HQ in the heart of the City. Our client base includes corporate executives professionals and families. With an established mortgage business and a clear 35 year growth plan this is your chance to play a central role in scaling a specialist serviceorientated service mortgage business.

What youll do:

  • Build longterm relationships with existing mortgage clients.
  • Deliver firstclass advice on mortgage and protection products ensuring compliant clientcentric service.
  • With the MD drive business development through marketing events and introducer relationships.
  • Identify opportunities for crossselling including protection Wills Trusts GI and wealth referrals.
  • Play a key role in shaping the future of the business with progression opportunities into management.

What were looking for: Youre not just a technically strong adviser youre someone with drive charisma and a passion for helping clients. You want more than just a job; youre looking for a platform to grow and excel.

Essential:

  • CeMAP qualified with 3 years advising experience.
  • Experience working with professional or citybased clients.
  • Confident with mortgage systems (Trigold/Xplan) and compliance.
  • Superb communication and interpersonal skills.
  • A calm resilient and aspirational mindset.

The offer:

  • base salary
  • Commission & profit share
  • Pension career development support
  • Hybrid working 2 days in our central London office
  • Work alongside a small experienced team in a premium advisory environment

Be part of a firm that values quality over quantity puts clients first and has fun doing it. If youre ready to take ownership of your career and make your mark in a growing business wed love to hear from you.

Were partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 40 days but may close early if a suitable candidate is found.

Our process is fair and inclusive. If you need adjustments let us know. Only shortlisted candidates will be contacted.

To improve your chances ensure you meet the criteria have the right to work in the UK and submit a clear tailored CV showcasing your relevant experience.

Employment Type

Full Time

Company Industry

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