Mortage & Protection Adviser

Position Overview

Reporting to the Sales Manager, the role of the Adviser is to offer professional, compliant, and customer-focused mortgage and protection advice to clients, ensuring their needs are met efficiently and thoroughly. The Adviser supports business growth through high-quality advice, exceptional client service, and strong collaboration with internal teams.

Essential Job Functions

·         Conduct detailed fact-finds to understand client objectives and assess mortgage and protection needs.

·         Research mortgage and protection products, using sourcing systems and provider platforms, to iden...