Mortgage and Protection Adviser

Location: Derby

Salary: Commission based

Job Reference Number: PFL290819


Are you a mortgage and protection adviser working within an estate agency, bank or building society and seeking your next career step? Then look no further…

We are a long-standing professional company with many years’ experience in the financial services industry, seeking a successful, experienced and fully qualified Mortgage and Protection Adviser to help develop the company’s long-term ambition to grow. This is an ideal opportunity for an experienced adviser to take the next step into self-employment, with the support and expertise of an established Appointed Representative firm to guide and support you.

Remuneration Package:

Remuneration is commission based.

Administration support is provided to help you deliver an excellent service to your customers – this will include regular updates to your customers and monitoring of your cases from application to completion meaning you can spend your time building your business.


  • Cultivating relationships with clients recognising their needs, selling life, critical illness and income protection policies alongside mortgages as commonplace – we will help you to hone your sales skills in this area.
  • Visit our Derby office monthly to keep updated and share your knowledge and experience with other advisers.


  • Full CeMap or equivalent financial services qualification
  • Minimum 1 year’s advising experience within past 2 years (CAS ideal)
  • Although we can supply a small number of leads your own lead source or ability to network to gain leads would be beneficial
  • This position will require you to be comfortable with working on your own from home or from your own small office

Ideal candidate:

  • Excellent ability to build rapport with customers
  • An honest and professional approach along with exceptional customer service skills
  • Ability to show empathy to customers and your colleagues alike
  • Full driving licence and own vehicle a must

If you are interested, please provide your most recent CV and apply using the link below: