Mortgage and Protection Adviser

Location: Essex

Salary: Competitive basic salary. Realistic OTE £40,000 + in the first year.

Job Reference Number: PMRFS140220


Mortgage and Protection Adviser is required to work within a busy brokers in South East Essex, providing mortgage and protection advice to new and existing clients. This is an excellent time to join the company- they have a large bank of existing clients along with new client opportunities provided daily from their large number of introducers, existing clients and recommendations.


  • Carrying out client appointments within local offices or client homes
  • Carrying out a fully compliant sales process when recommending and arranging mortgages, protection and general insurance policies
  • Exceeding monthly targets (for both mortgage and protection)
  • Working closely with estate agency colleagues to provide feedback on leads, appointments and applications as well as providing coaching where required in order to generate more opportunities
  • Growing existing client relationships and spotting new client / introducer opportunities
  • Administrative support provided


  • Fully CeMap or equivalent qualified
  • Minimum of 1 year’s current experience within the mortgage industry
  • Full driving licence and own vehicle a must
  • Professional, well presented and forward thinking