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Date Added: Thu 28/08/2025

Mortgage And Protection Advisor

Livingston, UK
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Company: NRG RESOURCING LTD

Job Type: Permanent, FullTime

Salary: £35,000 - £40,000 per annum

Are you an ambitious Mortgage & Protection Advisor looking to take your expertise to the next level?

This is your chance to join a market-leading specialist brokerage that dominates the self-build and renovation finance space.

About the Company

This is no ordinary brokerage.

Our client is a specialist financial services firm with a national reputation for helping clients fund their self-build and renovation dreams.

With a strong presence in the mortgage market and a proven lead-generation model, they combine expert advice, high-quality support, and strong lender relationships to deliver exceptional results for their clients and their Advisors.

About the Mortgage and Protection Advisor Role

As a Mortgage and Protection Advisor, you’ll provide tailored mortgage and protection advice to a steady stream of warm, qualified leads.

You’ll be the go-to expert for clients building or renovating their homes, ensuring they have the right mortgage products in place, and crucially, that their families and finances are fully protected.

With a strong pipeline of enquiries already waiting, you’ll have the tools, leads, and administrative support to focus on what you do best: advising, closing, and earning.

Mortgage and Protection Advisor Key Responsibilities

  • Deliver expert mortgage and protection advice tailored to self-build and renovation clients
  • Handle a consistent pipeline of warm leads with a target of 15–20+ client sign-ups per month
  • Recommend appropriate protection policies and maximise cross-selling opportunities
  • Assess client eligibility, affordability, and risk to deliver compliant and suitable solutions
  • Build lasting client relationships and generate referral business
  • Keep up to date with market trends, lender criteria, and product changes

Package & Benefits

  • Basic salary: £40,000 per annum
  • Commission 20% up to 30%
  • Full administrative support
  • Hybrid working model: 2–3 days in the office, the rest from home
  • Continuous professional development and specialist market training
  • Clear progression path in a high-demand, specialist mortgage sector

Skills & Experience Required

  • Minimum 2 years’ experience as a Mortgage & Protection Advisor or Broker
  • Demonstrable success in writing consistent volumes and achieving strong conversion rates
  • Proven track record in protection sales with a consultative, client-first approach
  • CeMAP (or equivalent) qualified
  • Self-motivated, driven, and able to manage your own diary effectively
  • Strong communication skills and ability to build rapport with a wide range of clients

Why Apply?

This is an opportunity to join the UK’s leading brokerage in a specialist market where demand is booming, you’ll have everything you need to achieve exceptional earnings and long-term career growth.

Apply Today

Ready to find out more? Apply now or get in touch for a confidential chat. Your next big career move is just one conversation away.

Apply Now