Mortgage and Protection Advisor

Are you an experienced Mortgage and Protection Adviser looking for a role with a competitive basic salary, no cold calling and outstanding earning potential? This opportunity provides exactly that. Every lead is passed to you fully qualified and ready to convert, allowing you to focus purely on advising, not prospecting.

You will be joining a well-established financial services provider based in Swindon, with a strong advisory presence at the National Self Build & Renovation Centre, a nationally recognised destination for customers planning self-build or renovation projects. This is a consultative role where you will meet customers at the very beginning of their homebuilding journey, helping shape their plans with expert financial guidance.

The role offers a competitive basic salary with realistic on-target earnings between £70,000 and £90,000. You will receive full administrative and packaging support along with access to exclusive specialist products. All enquiries are warm and generated for you. There is no requirement for lead generation or cold calling.

If you want a high credibility advisory role with strong income, high quality clients and the backing of a respected name in the market, this is the ideal next step.

Key Responsibilities:

• Provide mortgage and protection advice to clients pursuing self-build, renovation, or home improvement projects.
• Conduct face-to-face, telephone, and video consultations with prospective clients onsite and remotely.
• Manage the full advisory process, from client engagement to submitting applications and liaising with underwriters.
• Work flexibly, including Saturdays and occasional event weekends, to align with NSBRC activities and customer demand.
• Represent the business professionally at NSBRC exhibitions and seminars, building relationships with clients and industry peers.
• Maintain compliance with FCA regulations and internal processes, supported by a central admin team.

Skills & Experience:

• CeMAP (or equivalent) qualified, with strong experience in mortgage and protection advice.
• Knowledge of specialist or self-build mortgage products is beneficial, but not essential as full training is provided.
• Comfortable working independently in a client-facing environment with high footfall and varied enquiries.
• Excellent interpersonal and consultative skills, with a genuine passion for client care.
• Organised, proactive, and able to manage your time across appointments, events, and follow-up tasks.
• Understanding of protection products and ability to deliver needs-based advice.

How to Apply:
If this unique role sounds like your ideal next step, apply today or get in touch with Niche Recruitment for more information. We re happy to answer any questions and guide you through the process.