116 jobs found

SENIOR MORTGAGE & PROTECTION ADVISER Whole of Market Fully CeMAP/CII Qualified Career Progression Role Are you a fully CeMAP qualified, CII certified Mortgage & Protection Adviser looking for a senior role where your expertise genuinely counts? Step into a position that gives you autonomy, progression, and the chance to make a real impact on clients' financial futures. You'll deliver high quality mortgage and protection advice, mentor junior advisers, and build long term client relationships whilst staying at the forefront of industry knowledge and lender updates. Salary 35-40K depending on experience + c. 50-75K OTE uncapped What you'll be doing Conducting in depth consultations to understand clients' financial goals and circumstances Meeting clients in person, at home, in the office, or remotely via Teams/Zoom Advising on a full range of mortgage products: first time buyer, remortgage, buy to let, commercial, and equity release Recommending tailored protection solutions including life cover, critical illness and income protection Preparing and submitting accurate mortgage applications with full compliance Keeping up to date with regulations, lender criteria and market changes through webinars, networking and CPD Maintaining detailed, compliant client records Building strong relationships with provider BDMs to stay ahead of product updates Supporting clients with ongoing financial planning needs Collaborating with lenders, insurers and other professionals to ensure smooth case progression Mentoring a junior adviser as part of your senior responsibilities The ideal Senior Mortgage & Protection Adviser will need, Minimum 3 years' experience as a Mortgage & Protection Adviser CeMAP + CII Level 3 Equity Release - essential Whole of Market experience using systems such as Mortgage Brain, iPipeline, CI Expert Strong communication, accuracy and attention to detail Experience with Intelliflo (IO) or similar Organised, proactive and confident managing your diary A rewarding senior role for someone who loves delivering high quality advice and building long term client relationships.

Mortgage & Protection Adviser - Join Mortgage Advice Bureau (MAB) Location: Hinckley / Hybrid OR Office Employment Type: Full-time / Employed (trainee) OR Self-employed Earnings: Competitive + Uncapped Commission + Full Support Mortgage Advice Bureau (MAB) is the UK's leading mortgage broker, with its unique partnership model geared towards strategic growth and winning 250+ awards for the quality of its advice and service. We're on the lookout for a passionate, people-focused Mortgage & Protection Adviser to join our growing team. If you love helping clients achieve their homeownership dreams while making sure they're financially protected, we want to hear from you! What You'll Be Doing: Chatting with clients to understand their mortgage and protection needs. Offering expert, honest advice on a wide range of mortgage products and protection options. Guiding people through the home-buying journey Staying on top of market changes and lender criteria. What We're Looking For: CeMAP qualified (or equivalent) (must have) Previous experience in mortgage advising Great communicator and genuinely good with people. Organised, self-motivated, and able to manage your own workload. What's In It for You: Flexible working options (hybrid, depending on location). Competitive commission structure. Supportive team environment Ongoing training and development Interested? Let's talk. Apply directly or email us at .uk. Whether you're looking for more flexibility, stronger support or a fresh challenge, we'd love to hear from you.

Protection Specialist- Join Mortgage Advice Bureau (MAB) Location: Sutton ColdfieldFull-time; Employed OR Self-EmployedBase Salary: Up to £35,000 depending on Experience Uncapped Commission OR self employed package with high OTE Mortgage Advice Bureau (MAB) is the UK's leading mortgage broker, with its unique partnership model geared towards strategic growth and winning 250+ awards for the quality of its advice and service. Are you passionate about helping people protect what matters most? We're on the lookout for a motivated and customer-focused Protection Specialist to join our growing team. What You'll Be Doing: Provide expert advice on a full range of protection products, including life insurance, critical illness, income protection and family income benefit. Work closely with Mortgage Advisers and clients to understand their needs and recommend tailored protection solutions. Ensure all advice is compliant and in line with MAB's high standards. Build lasting relationships with clients through exceptional service and trust What's in it for you? Access to high-quality, warm leads from an established mortgage client base. Supportive and dynamic working environment with ongoing training and development. Opportunity to work under a nationally recognised brand with a proven track record. Flexible working arrangements (Hybrid) Uncapped earnings potential What We're Looking For: Experience in a protection advisory role (minimum 1 year preferred). Excellent knowledge of protection products and the current market. Strong ethical standards and a genuine desire to do the right thing for clients. Great communication, listening, and relationship-building skills. CeMAP or equivalent protection-related qualifications are a must have! Interested? Let's talk. Apply directly or email us at .uk. Whether you're looking for more flexibility, stronger support or a fresh challenge, we'd love to hear from you. -BN1

Protection Adviser - Warm HNW Clients - Genuine £150K OTE - Fantastic Environment This is a very unique opportunity to join one of the UK's most respected names in Financial Services - a firm with nearly three decades of success delivering thoughtful, high-quality advice to a loyal, high-net-worth client base. You'll be part of a business that values professionalism over pressure, relationships over transactions, and long-term client outcomes over quick wins . The Opportunity You'll join a highly successful mortgage division made up almost entirely of Mortgage Advisers, supported by a small, specialist Protection team . Crucially: The mortgage advisers do not write protection business Every protection opportunity is passed directly to you Demand is currently far exceeding capacity This means one thing: more opportunity than the current team can handle What Makes This Role Different Guaranteed double-figure leads every week All leads are: Fully warm and pre-qualified Mostly existing clients from a large, established client bank (thousands) Expecting your call A genuinely consultative environment: No cold calling No high-pressure sales Focus on advice, not selling Current Protection Advisers are: Writing significant volumes consistently Earning strong, realistic incomes This is a pure conversion role with exceptional lead quality Earnings & Package Genuine, achievable OTE - no inflated figures or empty promises Up to 60% commission Employed or Self-Employed options available Full corporate benefits including private medical insurance and life assurance Your Role Deliver tailored advice on Life & Protection solutions through structured, high-quality consultations Work exclusively with pre-qualified, warm clients Conduct detailed fact-finds to understand each client's needs Provide clear, compliant, and well-considered recommendations Build long-term relationships as a trusted adviser , not a product seller Culture & Environment Very inclusive, team-focused culture with no internal competition Regular socials and a strong sense of community Fantastic, supportive management team invested in your development A business that genuinely invests in training, progression, and long-term careers What You'll Bring Experience in Protection / Life Insurance advice A strong commitment to client care and ethical advice Excellent communication and relationship-building skills A consultative mindset focused on long-term value over short-term wins Why Join? If you're looking to move away from: Cold calling Low-quality leads Unrealistic OTEs and into a role where: You're working with warm, high-quality clients You have consistent, guaranteed opportunity Your earnings are realistic and proven And you're supported by a genuinely strong business This is one of the best protection setups currently available in the market.

This is a self employed role, based in West Wickham, South London. What's in it for you? Warm leads provided and introductions to existing contacts and established networking groups. Self employed contract offering greater earning potential. Competitive 70% commission split on self-generated leads and 50% on those provided. No monthly fees. Friendly office environment. Supportive team environment with knowledgeable team of professionals. Potential for admin support. Potential for progression and to gain further qualifications for Mortgage or full financial advice. As a protection advisor focusing on business protection, this is a rewarding opportunity to make a real impact and help business owners protect what they have worked hard to build, providing tailored advice on cover such as key man insurance. With full support and great earning potential this is a role that combines purpose, progression and professional growth. Listen and understand clients circumstances to provide bespoke tailored advice on business insurance products. Building and manage relationships with clients and wider contacts to grow your network and generate referrals. Stay up to date with industry developments, compliance requirements and product knowledge Experience of providing advice on business protection products is a must. Strong communication skills with the ability to explain complex insurance solutions clearly and confidently. Located within easy commute of West Wickham as this is an office based role. Downton & Ali Associates have been established for 25 years and with extensive experience in the Financial Services industry, they offer advice across a wide range of financial products such as Mortgages, Pensions, Investments, Protection and General Insurance. Priding themselves on their client service to ensure they are truly listening and understanding their client's circumstances to help them achieve their financial goals. They are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.

Financial Planning Administrator £30k - £38k plus bonuses Established Wealth Management Firm Offices in Godalming (Surrey) 25 days annual leave plus PMI & DIS 4 days in the office per week My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have met the Directors and been to the offices and placed 8 staff into the business. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets with a few families holding in excess of £2m of investments. The business has very longstanding relations with their clients, but they do hold relationships with numerous professional sports clubs where they generate new business. Following a very good 12 months with lots of new business coming into the advisers' inboxes, the Managing Director is seeking a Financial Administrator to join the team and support the entire function of the business. Knowledge of the system "Intelligent Office" will be highly advantageous, and you will be working on obtaining clients' personal details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product providers and preparing all meeting documents and necessary resources. The business uses numerous platforms such as Quilter, Aviva, Elevate, Standard life wrap & Transact platforms. You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and an experienced adviser. The role will pay £30k - £38k basic salary depending on experience. You will receive a full induction, a generous 25-day holiday allowance as well as an excellent pension contribution. You will be enrolled onto the bonus scheme and be enrolled onto a DIS and income protection scheme. If this role of interest please get in touch with Peter at Financial Divisions.

This employed Protection Adviser job in Southampton provides opportunity to join a leading, highly rated mortgage brokerage As a Protection Adviser, you will be working closely alongside their team of specialist Mortgage Advisors, who will refer you leads. You should then look to discuss the range of protection options available to clients such as income protection, family benefit, critical illness cover etc. You will be supported by their administration team, to enable you to spend more time doing client facing and income generating activities. The business provides regular training sessions with ongoing development, including potential to gain further qualifications, such as progression to become a Mortgage Adviser Protection Adviser Requirements You should have some experience of selling protection products such as income protection, critical illness, family benefit cover You should be motivated by providing great client service Protection Adviser Benefits Salary of 30k plus bonus on all banked income Realistic earnings of 38,000 - 42,000 Hybrid working available with mixture of office and home working 21 days holiday plus bank holidays and company pension scheme The Company This professional multi-award winning national mortgage brokerage has an expert team of Mortgage Advisors offering advice to New Build purchasers. Having been established for over a decade, they are renowned with their clients for the excellent service provided. They have a large friendly team environment, each member is valued and plays a key part in their continued success. Locations This Protection Adviser job can be fully remote, with occasional office visits if required. Candidates based within reasonable reach of Southampton may also work on a hybrid or office based basis. If you are an experienced Protection Adviser looking for flexibility, strong earning potential and long term development, please apply today to find out more. Call us now on (phone number removed) or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

We have an excellent opportunity for an Insurance Life Specialist to join our client in the financial sector. The role is to provide a to provide tailored life insurance solutions to clients. The successful candidate will build strong customer relationships, identify protection needs, and recommend suitable products while ensuring full regulatory compliance. The role involves assessing client needs, recommending suitable coverage, explaining policy features, and maintaining long-term client relationships while ensuring compliance with financial regulations and company standards. Key Responsibilities Meet with clients to assess financial protection and life insurance needs Recommend appropriate life insurance products and coverage levels Explain policy terms, exclusions, premiums, and benefits clearly Conduct fact-finding and risk assessments Generate new business through referrals, networking, and lead generation Maintain and grow an existing client portfolio Process applications and support underwriting requirements Ensure compliance with FCA and data protection regulations Review client policies regularly and recommend updates where appropriate Liaise with underwriters, claims teams, and financial advisers Maintain accurate client records using CRM systems Achieve sales and retention targets Required Skills & Competencies Technical Skills Strong understanding of life insurance products: Term life insurance Whole of life insurance Critical illness cover Income protection Mortgage protection Will importance/protection Knowledge of underwriting processes Familiarity with compliance and regulatory standards CRM and financial software proficiency Soft Skills Excellent communication and interpersonal skills Consultative sales ability Strong listening and analytical skills Negotiation and objection-handling skills Attention to detail Time management and organisation Customer-focused mindset

?Are you an ambitious Mortgage Adviser looking to take the next step in your career with a role that offers greater earnings, more flexibility with home-based working and the chance to develop across both residential and commercial lending. This Mortgage and Commercial Finance Broker role in New Milton is with a directly authorised firm which provides an excellent opportunity to broaden your exper click apply for full job details

Protection Adviser / Insurance Broker / Mortgage Protection Adviser / Financial Services Adviser A fantastic opportunity to join a thriving team at a market leading firm for a Protection Adviser / Insurance Broker with personal protection, client advice, mortgage pipeline and financial services experience. ALL LEADS PROVIDED These leads are clients currently using the firm for mortgage advice click apply for full job details

Property Agent Self-Employed Portsmouth - Home Based Uncapped Commission - OTE £50,000+ The opportunity Self-employed opportunity with complete flexibility. Home-based role with autonomy to manage your own diary. Uncapped commission structure. Estimated earnings of £50,000+ per annum. Commission terms negotiable depending on experience, performance and existing network. Access to established branding, systems and support. Opportunity to build and develop your own local team. Support from established financial services and legal partners. The chance to play a key role in expanding an ambitious property business. Ready to take control of your success? Are you an experienced estate agency professional who's tired of low commission, micromanagement or feeling undervalued despite delivering results? Perhaps you've built a strong local reputation and are ready to maximise your earning potential with the support of an established brand. One Estates is seeking an ambitious and commercially minded Property Agent / Area Manager to establish and grow our presence across Portsmouth. This is an exciting opportunity for an experienced sales or lettings professional to build their own territory, develop long-term relationships and create a sustainable income stream with uncapped earning potential. This is not a trainee opportunity. We're looking for someone who understands the realities of estate agency, can work autonomously and is motivated to build something of their own. Role overview Working remotely and managing your own diary, you will be responsible for generating instructions, building relationships within the local property market and developing a strong pipeline of opportunities. Duties will include: Developing and growing One Estates' presence within the Portsmouth area. Generating instructions for both residential property sales and lettings. Building and managing a pipeline of prospective vendors and landlords. Conducting property valuations and winning new business opportunities. Developing relationships with mortgage advisers, financial services professionals, solicitors, accountants and other referral partners. Organising and conducting property viewings and appointments. Supporting clients throughout the sales and lettings journey, including progression activities where required. Using CRM systems effectively to manage opportunities, follow-ups and pipeline activity. Identifying opportunities to convert future business through relationship building and excellent customer service. Managing your own workload, appointments and business development activities. Maintaining regular communication and providing updates on activity and progress. Recruiting and developing a local property team as the business grows. What success looks like You will be someone who can demonstrate: A proven track record of generating new business and winning instructions. A realistic approach to converting opportunities, recognising that many clients may already be tied into agreements with other agents. Strong commercial awareness and an understanding of the contractual considerations involved in switching agents. The ability to balance business development, valuations, viewings and progression activities effectively. Excellent communication and accountability, keeping stakeholders informed of progress and activity. A clear strategy for building your portfolio and generating momentum from day one. Skills and Experience Previous experience within estate agency, property sales, lettings or property management is essential. A proven track record of winning instructions and generating new business, with the ability to demonstrate the strategies and results behind your success. Strong knowledge of the Portsmouth property market. Experience building and maintaining relationships with landlords, vendors and professional introducers. A realistic understanding of how to generate opportunities within a competitive marketplace. Strong commercial awareness, including an understanding of fee structures, profitability and pricing strategies. A sound understanding of the contractual considerations involved when clients move between agents, including notice periods and potential switching costs. Experience using CRM systems to manage pipelines, progression and follow-up activity. Excellent communication and relationship-building skills. Highly self-disciplined, organised and motivated. Able to work independently without the need for close supervision whilst maintaining regular communication and updates. Entrepreneurial in approach, with the drive and resilience to build a successful territory. Full UK driving licence and access to a vehicle would be advantageous. Previous estate agency experience is essential, along with an established network of local industry contacts. You should be able to demonstrate how you have generated new business through your existing sales and lettings relationships, referrals and professional network. This is an opportunity to take ownership of your success whilst benefiting from the support, systems and reputation of a growing business. If you are passionate about property, understand what it takes to win and retain business, and are ready to build your future on your own terms, please apply with your updated CV. INDLS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

This is a self employed, hybrid working role based in Surrey. ? What's in it for you: 70/30 split on self-generated business 55/45 split on any company-provided leads Occasional qualified leads provided A drive to self-generate with the support and guidance from Weycroft to achieve this No adviser fees to pay All network, admin & regulatory costs covered Flexible, hybrid working options with regular team interaction Full administrative support to maximise your time advising clients Join a growing, close-knit brokerage where you'll benefit from strong lead generation, a proven support structure, and the autonomy to build a highly profitable client bank. This is an ideal opportunity for an experienced adviser who wants to scale their earnings without the burden of operational overhead. What you'll need to succeed: CeMAP qualified (or equivalent) Proven experience advising on mortgage & protection products (minimum of 1 year of solid advice) is preferable. Mortgage advice industry experience is a must Ability to work independently and manage your own pipeline Strong communication skills with a client-first approach Based within reasonable travelling distance of Weybridge offices in Surrey Why us: Weycroft is a well-established and growing brokerage with a strong reputation and a loyal client base. With a team of 5 advisers and more demand than capacity, you'll step into a role where opportunity is immediate and tangible. You'll be supported by an experienced principal with a track record of developing advisers, alongside a well-run back-office function that allows you to focus purely on revenue-generating activity. Regular team meetings and social events ensure a collaborative culture, even within a flexible working model. ? Weycroft is part of The Openwork Partnership, one of the UK's largest and longest-established financial advice networks. This provides access to a broad proposition, strong provider relationships, and significant investment in adviser development through its Business School. The Openwork Foundation has also donated over £22m to UK charities, giving you the chance to be part of something with real community impact.

This Mortgage Adviser job in Brighton offers a rare opportunity to join a growing, purpose led mortgage brokerage that is already generating client demand in the local area and is now looking to build a dedicated adviser presence. You will be joining a business that has grown through repeat clients, referrals and carefully invested lead generation rather than high volume sales click apply for full job details

This is a self employed role, based remotely. Full qualified financial advisor. What's in it for you? Full leads provided from an existing client bank Competitive Commission only split of 50/50 on any leads provided and 70/30 of anything self generated Upfront Financial support if needed Fully remote flexible working options Referral opportunities: Ability to earn by referring enquiries such as equity release, commercial mortgages to colleagues and partners. Your responsibilities will include: Meet with clients to understand their financial goals. Providing strategic advice across a variety of financial Investments, products and services. Conduct regular, ongoing advice to ensure goals and performance. Build and develop your business to achieve your goals. Complete continued professional development to ensure you stay up to date on industry regulation and products. What you'll need to for the role Proven experience in provided Financial Advice based in the UK Fully L4 qualified in Financial advice Excellent insight into the financial services markets Excellent communication skills both written and verbal Excellent organisational skills both written and verbal ? If you're an experienced financial advisor looking to make a change, if you're wanting the flexibly of self employed but don't want the stress of generating your own leads then this is the role for you. ? Be part of one of our largest strategic partnership firms and succeed. Money Sprite Solent is part of the wider Money Sprite Limited - a well established name in mortgage and protection advice, known for putting clients and advisers first. As a regional hub within Money Sprite, Solent combines the strength and resources of a wider brand with the close-knit support of a local team. With a reputation built on trust, expertise and results Money Sprite offers advisers the tools, training and client base to thrive. Money Sprite Limited is an appointed representative of The Openwork Partnership, we are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including our ownership structure - at The Openwork Partnership we are owned by our appointed representative firms, Bain Capital and our employees so is somewhat of a democracy. We boast a broad proposition with deep ties to providers, and being one of the largest advice networks in the UK, we have some serious resources at our disposal, and put the development of our colleagues, advisers and firm support staff first, with our very own Business School. Here at The Openwork Partnership we all come together through the Openwork Foundation - who have donated over £22m to UK registered charities since it was founded.

Complaints Officer Location: Leicester based / Hybrid working negotiable Contract: Full-Time Salary: £28,000 £38,000 PA (depending on experience) Our client is a technology-focused Mortgage Network, offering support services to Mortgage and Protection Advisers. Their goal is to continue to be the best home for Mortgage Advisers, Protection Specialists, Equity Release Experts and General Insurance Professionals, whatever their size or location, using market-leading technology. The Role To support the network to independently and impartially investigate, manage and resolve network and 3rd party complaints and disputes, providing a fair outcome whilst remaining commercially aware. Key Tasks Include: Receiving inbound queries and complaints and responding in a timely and appropriate manner within FCA guidelines and timescales. Ensure that complainants are treated in a fair and consistent manner. Ensure you are familiar with the Financial Conduct Authority's Dispute Resolution Rules (DISP) and other relevant guidance is applied when handling complaints. Complete complaint investigations thoroughly; researching databases, files, records, and meeting with relevant staff/members in order to produce a detailed report of the events and actions leading up to the complaint. Where appropriate recommend suitable redress or arrange for remedial action to be completed to address the complaint, in accordance with Complaints Handling Policy. Manage a workload of cases at various stages of resolution. Confidentially and clearly communicate with all parties both verbally and in writing, ensuring that the complainant has a full understanding of the matter. Liaise with other bodies such as the Financial Ombudsman, Legal Firms or Claims Management Companies in handling complaints as required. Ensure that accurate records of complaint investigations are maintained on the system as well as copies of all documentation and information used in support of the investigation. Assisting with producing management information for use by Senior Managers and Directors. Assisting with the recording and monitoring of legal fees. Work with the Risk and Compliance team to ensure the firm's systems and controls are robust, support the immediate and future business plans and adhere to regulatory requirements. Identify systems, procedures and control improvements. Provide support and assistance to any ad hoc compliance projects as appropriate. Qualifications: CeMAP / Equivalent professional financial services qualification or willingness to work towards this. Skills / Competencies: Able to demonstrate a suitable level of industry knowledge especially the mortgage and protection process and experience to conduct the role. A good grounding and understanding of working within a Regulatory environment. Excellent verbal and written communication skills. Confident in presenting complex information in a clear and concise manner. The ability to analyse information with a view to making informed decisions. Passionate in building excellent working relationships with both colleagues and members to deliver the right outcomes for all parties. Good team player, but with an ability to work under own initiative. Good computer skills including Microsoft applications. Experience Required: Minimum three years of experience in a similar role within the financial services sector. Knowledge of the various FCA rules and guidance relating to the above sector (i.e. DISP, CONC, ICOBS, Vulnerable Customer and Consumer Duty). Experience of working under pressure, prioritising and working to tight deadlines. Competent on Microsoft Office Suite i.e. Excel, Word etc. Personal Qualities: Highly self-motivated and with strong personal discipline to meet key objectives. Confident and assured manner when discussing regulatory matters, whilst maintaining an informative and consultative style. Commitment to the fair treatment of customers. Curious (root cause analysis). Able to focus on customer outcome(s) and avoiding foreseeable harm. As our client is a non-sponsoring company, you must already have the right to work in the UK.