Mortgage & Protection Adviser HNW Clients Cheltenham & Stratford-upon-Avon

Mortgage & Protection Adviser HNW Clients Cheltenham & Stratford-upon-Avon

Hybrid 3 Days in Office, 2 Days WFH Up to £40,000 + Uncapped Commission + Benefits OTE £50k+ Year 1, £70k-£80k+ Year 2

Are you a CeMAP-qualified Mortgage Adviser with experience supporting high-net-worth clients in prime regional markets?

Join a specialist mortgage brokerage partnered with a network of prestigious estate agency offices across Cheltenham and Stratford-upon-Avon. You'll provide tailored mortgage and protection advice to affluent buyers, investors, and complex clients.

Key Responsibilities:

• Managing warm leads from premium estate agency introducers
• Advising on residential, buy-to-let, and protection products
• Navigating complex cases with professionalism and discretion
• Building long-term relationships with clients and introducers

Ideal Candidate Profile:

• CeMAP (or equivalent) qualification.
• A minimum of 2 years' experience within a Mortgage Adviser role.
• Proven track record of mortgage advice and banked business
• Experience with HNW or complex client profiles
• Professional, proactive, and relationship-led approach

Package Highlights:

• Up to £40,000 basic (including car allowance)
• Uncapped commission with no threshold
• Hybrid working: 3 days in-office, 2 days from home
• Benefits include: Death in service, Pension scheme, 20 days holiday + bank holidays (rising by one day per year to 25 days), and more.
• Additional quality and loyalty bonuses
• Year 1 OTE: £50k+ Year 2 onwards: £70k-£80k+
• Strong lead flow from high-performing estate agencies
• Career development and progression support

If you're ready to join a respected brokerage that values your expertise, delivers warm leads, and rewards your results, apply today and take the next step in your career.

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