Trabajos mortgage en AldershotCrear alertas

*SENIOR MORTGAGE & PROTECTION ADVISER* Whole of Market | Fully CeMAP/CII Qualified | Career Progression Role Are you a fully CeMAP qualified, CII certified Mortgage & Protection Adviser looking for a senior role where your expertise genuinely counts? Step into a position that gives you autonomy, progression, and the chance to make a real impact on clients’ financial futures. You’ll deliver high quality mortgage and protection advice, mentor junior advisers, and build long term client relationships whilst staying at the forefront of industry knowledge and lender updates. Salary £35-40K depending on experience + c.£50-75K OTE uncapped What you’ll be doing • Conducting in depth consultations to understand clients’ financial goals and circumstances, • Meeting clients in person, at home, in the office, or remotely via Teams/Zoom, • Advising on a full range of mortgage products: first time buyer, remortgage, buy to let, commercial, and equity release, • Recommending tailored protection solutions including life cover, critical illness and income protection, • Preparing and submitting accurate mortgage applications with full compliance, • Keeping up to date with regulations, lender criteria and market changes through webinars, networking and CPD, • Maintaining detailed, compliant client records, • Building strong relationships with provider BDMs to stay ahead of product updates, • Supporting clients with ongoing financial planning needs, • Collaborating with lenders, insurers and other professionals to ensure smooth case progression, • Mentoring a junior adviser as part of your senior responsibilities The ideal Senior Mortgage & Protection Adviser will need, • Minimum 3 years’ experience as a Mortgage & Protection Adviser, • CeMAP + CII Level 3 Equity Release – essential, • Whole of Market experience using systems such as Mortgage Brain, iPipeline, CI Expert, • Strong communication, accuracy and attention to detail, • Experience with Intelliflo (IO) or similar, • Organised, proactive and confident managing your diary A rewarding senior role for someone who loves delivering high quality advice and building long term client relationships.

Protection Administrator / Sales Support Camberley Full-Time – Permanent Monday – Friday – 37.5hrs per week Salary is dependent on experience We are currently recruiting for a Protection Administrator / Sales Support to join our client based in their Camberley Branch. Protection Administration • Manage protection applications from submission through to policies being placed on risk., • Liaise with providers to monitor progress and resolve any issues during underwriting., • Proactively chase outstanding requirements, including medical evidence and GP reports., • Keep advisers updated on case progress and any provider requirements., • Ensure accurate updates are recorded on internal systems and CRM., • Maintain clear audit trails and ensure documentation is stored correctly. Client Communication • Contact clients where additional information or documentation is required., • Provide updates to clients on the progress of their applications., • Assist clients with completion of documentation including trust forms., • Support the referral process for wills and estate planning services where appropriate. Sales Support • Support Protection Advisers by contacting new and existing leads., • Attempt to reconnect with clients who:, • Have not yet responded to previous contact attempts, • Previously declined advice but may benefit from a review, • Identify and hot-key high priority leads for advisers., • Book appointments into adviser diaries and confirm client availability., • Conduct initial information gathering with clients ahead of adviser appointments to improve efficiency of advice meetings. Buildings & Contents Insurance Sales • Contact existing clients to discuss their Buildings and Contents Insurance needs at appropriate stages of the mortgage journey and renewal cycle., • Identify opportunities from the existing client bank, referrals, outbound campaigns, and internal handovers., • Gather relevant client information to obtain quotations and present suitable options., • Follow up quotations and outstanding opportunities to maximise conversion rates., • Convert warm leads into completed sales in line with agreed targets and service standards., • Maintain accurate records of quotes, sales activity, and client outcomes on internal systems., • Work closely with advisers and colleagues to maximise cross-sale opportunities., • Deliver excellent customer service, ensuring products are presented fairly and transparently. Client Retention • Contact clients who have cancelled or lapsed protection policies to understand the reason and identify opportunities for review., • Support advisers with re-engaging clients where appropriate. Other Duties Undertake any other reasonable ad hoc tasks. Collaborate with colleagues to ensure workloads are completed efficiently. Comply with FCA and Money Laundering regulations. Act as a customer service champion, upholding company standards and promoting a positive office culture. Skills & Experience Essential Strong administrative and organisational skills Excellent telephone manner and client communication skills Ability to manage multiple cases and tasks simultaneously High attention to detail Comfortable working with internal systems and CRM platforms Desirable Experience within mortgage or protection administration Understanding of protection products (Life Cover, Critical Illness, Income Protection) Experience liaising with insurers and underwriting teams Required Qualifications 4 GCSEs grade 4 / C and above Personal Attributes Professional and client-focused approach Proactive and self-motivated Strong problem-solving skills Ability to work effectively in a fast-paced environment By applying for this role you give permission for Purely Recruitment to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Purely recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment

SENIOR MORTGAGE & PROTECTION ADVISER* Whole of Market | Fully CeMAP/CII Qualified | Career Progression Role Are you a fully CeMAP qualified, CII certified Mortgage & Protection Adviser looking for a senior role where your expertise genuinely counts? Step into a position that gives you autonomy, progression, and the chance to make a real impact on clients' financial futures. You'll deliver high quality mortgage and protection advice, mentor junior advisers, and build long term client relationships whilst staying at the forefront of industry knowledge and lender updates. Salary £35-40K depending on experience + c.£50-75K OTE uncapped What you'll be doing Conducting in depth consultations to understand clients' financial goals and circumstances Meeting clients in person, at home, in the office, or remotely via Teams/Zoom Advising on a full range of mortgage products: first time buyer, remortgage, buy to let, commercial, and equity release Recommending tailored protection solutions including life cover, critical illness and income protection Preparing and submitting accurate mortgage applications with full compliance Keeping up to date with regulations, lender criteria and market changes through webinars, networking and CPD Maintaining detailed, compliant client records Building strong relationships with provider BDMs to stay ahead of product updates Supporting clients with ongoing financial planning needs Collaborating with lenders, insurers and other professionals to ensure smooth case progression Mentoring a junior adviser as part of your senior responsibilitiesThe ideal Senior Mortgage & Protection Adviser will need, Minimum 3 years' experience as a Mortgage & Protection Adviser CeMAP + CII Level 3 Equity Release - essential Whole of Market experience using systems such as Mortgage Brain, iPipeline, CI Expert Strong communication, accuracy and attention to detail Experience with Intelliflo (IO) or similar Organised, proactive and confident managing your diaryA rewarding senior role for someone who loves delivering high quality advice and building long term client relationships

Mortgage & Protection Advisor – Hybrid Role Farnborough Area Full job description Employed Mortgage & Protection Advisor – Hybrid Role Work from Home or High Street Office | Market-Leading Estate Agency £35,000 Basic + Commission & Bonus Structure – OTE £75,000 Are you a driven and customer-focused Mortgage Professional looking for a rewarding role with a market-leading estate agency brand? This hybrid opportunity offers the flexibility to work from home or from one of our high street offices across Surrey, Hampshire, and Berkshire. With high-quality leads provided from our established estate agency, this is a great opportunity to develop your career, increase your earnings, and work within a professional and supportive environment. What We Offer: ✅ Hybrid Working – Choose to work from home or in our high street offices. ✅ High-Quality Leads – Supplied from our successful estate agency network. ✅ Competitive Salary – £35,000 basic + commission + performance bonuses. ✅ Market-Leading Brand – Join a highly respected company with a strong reputation. ✅ Career Growth – Ongoing professional development and training. ✅ Supportive Team – Work alongside experienced professionals in a thriving environment. Key Responsibilities: • Provide expert mortgage advice tailored to individual client needs., • Work closely with estate agency teams to maximise lead potential., • Deliver outstanding customer service and maintain strong client relationships., • Keep up to date with mortgage products, legislation, and industry developments., • Ensure full compliance with FCA regulations and Consumer Duty guidelines. What We’re Looking For: • Fully CeMAP Qualified (or equivalent)., • Previous experience in a mortgage advisory role (Desirable), • Strong customer service and relationship-building skills., • Understanding of estate agency is beneficial but not essential., • Professional, ethical, self-motivated, and results-driven., • Right to work in the UK. If you’re looking for a role that offers flexibility, strong earning potential, and career development within a highly regarded company, we would love to hear from you. Apply today to take the next step in your mortgage advisory career. Job Type: Full-time Pay: £35,000.00-£75,000.00 per year Benefits: • Additional leave, • Company events, • Company pension, • Employee discount, • Employee mentoring programme, • Financial planning services, • Health & wellbeing programme, • Referral programme, • Sick pay

Full job description Employed Mortgage & Protection Advisor – Hybrid Role Work from Home or High Street Office | Market-Leading Estate Agency £28,000 - £30,000 Basic Region + Commission & Bonus Structure – OTE £50k - £55k Plus First Year Are you a driven and customer-focused Professional looking for a rewarding role with a market-leading estate agency brand? Do you have Full CeMap Qualification lookijng to persue a Career as a Mortgage & Protection Advisor? This hybrid opportunity offers the flexibility to work from home or from one of our high street offices across Surrey, Hampshire, and Berkshire. With high-quality leads provided from our established estate agency, this is a great opportunity to develop your career, increase your earnings, and work within a professional and supportive environment. What We Offer: ✅ Hybrid Working – Choose to work from home or in our high street offices. ✅ High-Quality Leads – Supplied from our successful estate agency network. ✅ Competitive Salary – £28,000 - £30,000 basic + commission + performance bonuses. ✅ Market-Leading Brand – Join a highly respected company with a strong reputation. ✅ Career Growth – Ongoing professional development and training. ✅ Supportive Team – Work alongside experienced professionals in a thriving environment. Key Responsibilities: • Provide expert mortgage advice tailored to individual client needs., • Work closely with estate agency teams to maximise lead potential., • Deliver outstanding customer service and maintain strong client relationships., • Keep up to date with mortgage products, legislation, and industry developments., • Ensure full compliance with FCA regulations and Consumer Duty guidelines. What We’re Looking For: • Fully CeMAP Qualified (or equivalent)., • Previous experience in a mortgage advisory role (Desirable), • Strong customer service and relationship-building skills., • Understanding of estate agency is beneficial but not essential., • Professional, ethical, self-motivated, and results-driven., • Right to work in the UK. If you’re looking for a role that offers flexibility, strong earning potential, and career development within a highly regarded company, we would love to hear from you. Apply today to take the next step in your mortgage advisory career. Job Type: Full-time Pay: £28,000.00-£55,000.00 per year Benefits: • Additional leave, • Company events, • Company pension, • Employee discount, • Employee mentoring programme, • Financial planning services, • Health & wellbeing programme, • Referral programme, • Sick pay

Are you an ambitious Mortgage Adviser looking to take the next step in your career with a role that offers greater earnings, more flexibility with home-based working and the chance to develop across both residential and commercial lending. This Mortgage and Commercial Finance Broker role in New Milt

Mortgage Brokers throughout the mortgage application process, from initial enquiry through to completion. Spider is advertising on behalf of a growing and successful mortgage advisory business that is looking to recruit a. Part-time Mortgage Administrator –.

As a Self Employed Mortgage Advisor, you will work in a fully home based position, supporting a client base with high quality mortgage and protection advice. This Self Employed Mortgage Advisor job offers an excellent opportunity to join a growing, forward thinking business where your earning potent

Capricorn Financial is one of Londons highest-performing mortgage brokerages, and we are looking for experienced mortgage advisers who want more lead flow, more opportunity, and more earning potential. Full CeMAP or RO1/CF6 mortgage qualification. If you are an experienced mortgage adviser looking f

Advise clients onresidential and buy-to-let mortgage solutions. Experience as aMortgage Adviser. Backing of aproven, high-performing mortgage platform.

At Kensington Mortgages, we believe our employees are the heart of our success.

Are you an ambitious Mortgage Adviser looking to take the next step in your career with a role that offers greater earnings, more flexibility with home-based working and the chance to develop across both residential and commercial lending. This Mortgage and Commercial Finance Broker role in New Milt

WHY JOIN THIS FIRM? · All leads provided, circa 100 per month, from clients proceeding with finance applications, plus access to the whole back book of clients<p

This is an opportunity to learn from experienced mortgage professionals, receive structured support, and build your own client base with the backing of an established business. Interested in mortgage advice, financial services or property. If youre serious about becoming a Mortgage and / or Protecti

This role emphasizes strong sales skills, mortgage qualifications, and a desire for a long-term career in mortgage advice. Capricorn Financial is looking for a Trainee Mortgage Adviser in London, specifically Hammersmith or Mayfair, offering a commission-based career with impressive earning potentia

Capricorn Financial is hiring ambitious, sales-driven individuals who want to build a serious career in mortgage advice. Broker support / mortgage admin. Capricorn Financial is one of London’s highest-performing mortgage brokerages.

Are you a committed, ambitious individual looking to fast track your career as a Mortgage Advisor? This Mortgage Advisor job offers a rare opportunity to enter a high performing environment with outstanding lead flow, structured training, and clear progression into Senior Adviser status as you devel

Capricorn Financial is one of London’s highest-performing mortgage brokerages, and we are looking for experienced mortgage advisers who want more lead flow, more opportunity, and more earning potential. Full CeMAP or RO1/CF6 mortgage qualification. If you are an experienced mortgage adviser lookin

Experienced Mortgage Advisers also welcome to apply. Capricorn Financial is hiring ambitious, sales-driven individuals who want to build a serious career in mortgage advice. Broker support / mortgage admin.

Capricorn Financial Consultancy, based in London, is seeking experienced mortgage advisers to join their high-performance team.

The role offers a unique opportunity to work with clients on personal protection, leveraging extensive leads provided from mortgage clients.

Capricorn Financial Consultancy is seeking motivated individuals to join their team in London as mortgage advisors.

Finlink Ltd is seeking an experienced self-employed Mortgage Advisor to work with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients in London. This role offers autonomy and the chance to handle more complex mortgage cases than typical high-volume roles.

This hybrid role involves leading financial modeling and portfolio analytics to support the next growth phase of their specialist mortgage lending business.

Experienced Mortgage & Protection Advisers Wanted. Are you an ambitious, experienced Mortgage & Protection Adviser ready for your next big opportunity?.

Mortgage qualification started, in progress, or completed. Experienced Mortgage Advisers also welcome to apply. Broker support / mortgage admin.

As a Self Employed Mortgage Advisor, you will work in a fully home based position, supporting a client base with high quality mortgage and protection advice. If you are an experienced advisor looking for a Self Employed Mortgage Advisor job where you are genuinely rewarded for your performance, appl

Seeking a Trainee Mortgage and Protection Adviser for an award-winning broker in Fareham.

Experienced Mortgage Broker needed for a fast-paced, sales-focused role within a performance-led brokerage.

Manage mortgage sales teams, drive customer satisfaction, and ensure compliance in a hybrid work setting.

Seeking a Polish-speaking Mortgage and Protection Advisor to work remotely, offering support and high earning potential.

Mortgage Advisor sought to provide outstanding customer service and maximize sales opportunities with a lucrative lead source.

Mortgage Advisor role providing mortgage advice to clients with provided leads and full admin support.