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Mortgage and Protection Adviser

Recruitment Rebellion

London

Hybrid

GBP 45,000 - 50,000

Full time

6 days ago
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Job summary

An established industry player is on the lookout for a passionate Mortgage & Protection Adviser to join their thriving financial planning firm. This role offers the opportunity to work with high-calibre clients in a dynamic environment focused on quality service and growth. As part of a small, experienced team, you'll be instrumental in driving business development and shaping the future of the mortgage business. With a competitive salary, commission, and profit share, plus hybrid working arrangements, this is a fantastic chance for those who are driven and eager to make a significant impact in their career.

Benefits

Commission & Profit Share
Pension
Career Development Support
Hybrid Working

Qualifications

  • 3+ years advising experience in mortgage and protection.
  • Experience with professional city clients is essential.

Responsibilities

  • Build long-term relationships with mortgage clients.
  • Deliver first-class advice on mortgage and protection products.

Skills

Communication Skills
Interpersonal Skills
Mortgage Systems (Trigold/Xplan)
Client-Centric Service

Education

CeMAP Qualified

Tools

Trigold
Xplan

Job description

Mortgage & Protection Adviser

City of London

£45,000 - £50,000

+ Commission + Profit Share | Hybrid Working | High-Calibre Clients

Join a thriving City-based financial planning firm as we embark on an exciting growth journey. We're seeking an ambitious Mortgage & Protection Adviser to help drive the expansion of our mortgage business working with professional, time-poor clients in London who value expert, holistic advice.

Why join us?

Just Us Financial Planning is a boutique firm with a reputation for excellence, based in Quilter HQ in the heart of the City. Our client base includes corporate executives, professionals, and families. With an established mortgage business and a clear 35 year growth plan, this is your chance to play a central role in scaling a specialist, service-oriented mortgage business.

What you'll do:

  1. Build long-term relationships with existing mortgage clients.
  2. Deliver first-class advice on mortgage and protection products, ensuring compliant, client-centric service.
  3. With the MD, drive business development through marketing, events, and introducer relationships.
  4. Identify opportunities for cross-selling including protection, Wills, Trusts, GI, and wealth referrals.
  5. Play a key role in shaping the future of the business, with progression opportunities into management.

What we're looking for: You're not just a technically strong adviser; you're someone with drive, charisma, and a passion for helping clients. You want more than just a job; you're looking for a platform to grow and excel.

Essential:

  1. CeMAP qualified, with 3+ years advising experience.
  2. Experience working with professional or city-based clients.
  3. Confident with mortgage systems (Trigold/Xplan) and compliance.
  4. Superb communication and interpersonal skills.
  5. A calm, resilient, and aspirational mindset.

The offer:

  1. £45,000 - £50,000 base salary
  2. Commission & profit share
  3. Pension + career development support
  4. Hybrid working 2 days in our central London office
  5. Work alongside a small, experienced team in a premium advisory environment

Be part of a firm that values quality over quantity, puts clients first, and has fun doing it. If you're ready to take ownership of your career and make your mark in a growing business, we'd love to hear from you.

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